Pointe Capital Management LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Million distributed in 160 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 $12.1M, Vanguard Whitehall Fds (Vangua with a value of $12M, Vanguard Sht Term Corp Bd ETF with a value of $8.83M, Berkshire Hathaway Inc Class B with a value of $6.81M, and Ishares Barclays 1 3 Year Trea with a value of $6.69M.
Examining the 13F form we can see an increase of $8.31M in the current position value, from $160M to 168M.
Below you can find more details about Pointe Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
ETFs: $77.6 Million
Financial Services: $27.5 Million
Technology: $14.8 Million
Energy: $10.8 Million
Industrials: $8.58 Million
Consumer Defensive: $6.84 Million
Healthcare: $6.36 Million
Consumer Cyclical: $5.98 Million
Other: $9.64 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
