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Portfolio (Quarterly) Guide ↗

Sunpointe, LLC

· CIK 0002012181
13F Portfolio $352M AUM 281 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 70 New 75 Added 95 Reduced 50 Exited
Page 15 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVIR ATEA PHARMACEUTICALS INC Healthcare 11,943.0 $56K 0.02% $4.65 +15.3%
Page 15 of 15  ·  281 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 41.0%
Financial Services 13.0%
Industrials 11.7%
Healthcare 7.2%
Consumer Cyclical 6.8%
Energy 5.3%
Communication Services 4.6%
Basic Materials 3.9%
Consumer Defensive 3.6%
Utilities 2.5%