Pointe Capital Management LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $168 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $12.6M, Ishares Russell 1000 Gr ETF with a value of $12.4M, Vanguard Sht Term Corp Bd ETF with a value of $9.31M, Berkshire Hathaway Inc Class B with a value of $7.35M, and Ishares Barclays 1 3 Year Trea with a value of $7.06M.
Examining the 13F form we can see an decrease of $3.04M in the current position value, from $171M 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: $82.1 Million
Financial Services: $27.3 Million
Technology: $13.1 Million
Energy: $11 Million
Industrials: $8.05 Million
Consumer Defensive: $6.56 Million
Consumer Cyclical: $5.84 Million
Healthcare: $5.82 Million
Other: $8.42 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
