Pointe Capital Management LLC Purchases and Sells in Q2 2025

Pointe Capital Management LLC

$189 Million
Q2 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	1.3K + 3.79%	$320.42 - $424.58 $418K - $554K	35.7K $15.2M
MSFT	305 + 3.39%	$354.56 - $497.45 $108K - $152K	9.31K $4.63M
AAPL	6.81K + 43.43%	$172.42 - $223.89 $1.17M - $1.52M	22.5K $4.61M
ORCL	20 + 0.25%	$122.82 - $218.63 $2.46K - $4.37K	8.08K $1.77M
IWD	2.24K + 9.9%	$166.82 - $194.23 $373K - $434K	24.8K $4.82M
VYM	1.09K + 1.11%	$114.78 - $133.31 $125K - $145K	98.8K $13.2M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TTD	115K New	$45.27 - $79.4 $5.19M - $9.09M	115K $8.25M
AXP	699 New	$231.39 - $318.98 $162K - $223K	699 $222K
TSLA	657 New	$221.86 - $362.89 $146K - $238K	657 $208K
USB	4.57K New	$36.4 - $45.76 $166K - $209K	4.57K $206K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-1 - 0.01%	$483.48 - $539.8 $483 - $540	13.8K $6.7M
UNH	-14 - 0.95%	$274.35 - $599.47 $3.84K - $8.39K	1.45K $453K
MRK	-48 - 1.76%	$73.47 - $87.12 $3.53K - $4.18K	2.68K $212K
PFE	-146 - 1.45%	$21.59 - $24.84 $3.15K - $3.63K	9.91K $240K
MDT	-54 - 2.08%	$80.68 - $88.86 $4.36K - $4.8K	2.55K $222K
VIG	-55 - 1.9%	N/A	2.84K $516K

Activity Summary All Purchases 72 New Holdings 4 Increased Positions 68 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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