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Portfolio (Quarterly) Guide ↗

Sunpointe, LLC

· CIK 0002012181
13F Portfolio $302M AUM 261 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 122 Added 67 Reduced 27 Exited
Page 13 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TM TOYOTA MOTOR CORP Consumer Cyclical 999.0 $214K 0.07% NEW $214.06 -11.7%
242 XSOE WISDOMTREE TR 5,462.0 $213K 0.07% NEW $39.02 +20.3%
243 FCX FREEPORT-MCMORAN INC Basic Materials 4,179.0 $212K 0.07% NEW $50.79 +22.1%
244 ENZL ISHARES TR 4,677.0 $212K 0.07% NEW $45.27 -1.7%
245 O REALTY INCOME CORP Real Estate 3,708.0 $210K 0.07% $56.64 +9.5%
246 FE FIRSTENERGY CORP Utilities 4,688.0 $210K 0.07% +63.0 +1.4% $44.77 +3.4%
247 ROP ROPER TECHNOLOGIES INC Industrials 467.0 $208K 0.07% +6.0 +1.3% $445.13 -26.6%
248 EXC EXELON CORP Utilities 4,695.0 $205K 0.07% NEW $43.59 +6.1%
249 UGI UGI CORP NEW Utilities 5,409.0 $204K 0.07% NEW $37.80 -5.7%
250 FLBR FRANKLIN TEMPLETON ETF TR 10,382.0 $203K 0.07% NEW $19.51 +17.1%
251 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 12,204.0 $194K 0.06% $15.86 +22.3%
252 AMCOR PLC 23,055.0 $192K 0.06% $8.34
253 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 17,745.0 $188K 0.06% $10.57 +17.7%
254 TRIN TRINITY CAP INC Financial Services 12,000.0 $182K 0.06% $15.16 +8.8%
255 QYLD GLOBAL X FDS 10,123.0 $179K 0.06% $17.67 +1.2%
256 FCT FIRST TR SR FLTG RATE INCOME Financial Services 17,697.0 $178K 0.06% $10.07 -4.1%
257 HIX WESTERN ASSET HIGH INCOM FD Financial Services 36,411.0 $151K 0.05% $4.16 -5.3%
258 NOK NOKIA CORP Technology 21,664.0 $140K 0.05% +6K +34.9% $6.47 +139.1%
259 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 11,200.0 $91K 0.03% $8.11 -3.5%
260 MFG MIZUHO FINANCIAL GROUP INC Financial Services 11,932.0 $87K 0.03% $7.32 +27.3%
Page 13 of 14  ·  261 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Financial Services 14.7%
Consumer Cyclical 12.6%
Industrials 8.8%
Healthcare 7.6%
Communication Services 7.0%
Consumer Defensive 4.2%
Energy 3.9%
Utilities 2.5%
Basic Materials 1.9%