Pointe Capital Management LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $171 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $13.1M, Vanguard Whitehall Fds (Vangua with a value of $12.2M, Vanguard Sht Term Corp Bd ETF with a value of $8.84M, Berkshire Hathaway Inc Class B with a value of $6.86M, and Ishares Barclays 1 3 Year Trea with a value of $6.76M.
Below you can find more details about Pointe Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$171 Million
ETFs: $79.7 Million
Financial Services: $28.9 Million
Technology: $15 Million
Energy: $10.8 Million
Industrials: $7.94 Million
Communication Services: $6.65 Million
Consumer Cyclical: $6.6 Million
Consumer Defensive: $6.56 Million
Other: $9.14 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
