Sunpointe, LLC Portfolio Holdings

Sunpointe, LLC

  • $252 Billion
  • Q2 2025

Sunpointe, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.6B, Vanguard Total Stock Market Et with a value of $8.54B, Apple Inc. with a value of $7.69B, Microsoft Corp with a value of $7.57B, and Berkshire Hathaway Inc with a value of $7.29B.

Examining the 13F form we can see an increase of $64.4B in the current position value, from $188B to 252B.

Sunpointe, LLC is based out at St. Louis, MO

Below you can find more details about Sunpointe, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Billion
ETFs: $82.4 Billion
Technology: $51.7 Billion
Financial Services: $27 Billion
Consumer Cyclical: $18.4 Billion
Industrials: $12.8 Billion
Healthcare: $11.6 Billion
Communication Services: $9.51 Billion
Consumer Defensive: $9.31 Billion
Other: $11 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.48B
$1.06 Billion 0.42% of portfolio
18,896
Q2 2025 New
$565M
$405 Million 0.16% of portfolio
4,347
Q4 2024 New
$496M
$175 Million 0.07% of portfolio
12,000
Q2 2025 New
$636M
$98.1 Million 0.04% of portfolio
21,000
Q4 2024 New
$303M
$43 Million 0.02% of portfolio
11,943
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $252 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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