Sunpointe, LLC Reduced Holdings in Q3 2025

Sunpointe, LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.8K
- 50.28%
$567.77 - $614.76 $3.29M - $3.57M
5.74K $3.52B
BRK-A
Berkshire Hathaway Inc

Financial Services
-4
- 40.0%
$692600.0 - $759798.0 $2.77M - $3.04M
6 $4.53B
Rb Global Inc
-21.5K
- 83.42%
N/A
4.27K $463M
CAT
Caterpillar Inc

Industrials
-3.25K
- 67.86%
$390.92 - $477.15 $1.27M - $1.55M
1.54K $734M
COF
Capital One Financial Corp

Financial Services
-5.1K
- 57.52%
$207.29 - $229.74 $1.06M - $1.17M
3.77K $801M
ETN
Eaton Corp PLC

Industrials
-2.88K
- 73.58%
$342.99 - $392.76 $988K - $1.13M
1.04K $387M
NEE
Nextera Energy Inc

Utilities
-13.4K
- 61.06%
$69.77 - $77.54 $931K - $1.04M
8.51K $643M
MELI
Mercadolibre Inc

Consumer Cyclical
-72
- 22.43%
$2292.04 - $2514.05 $165K - $181K
249 $582M
NOW
Service Now, Inc.

Technology
-99
- 7.48%
$850.86 - $1044.69 $84.2K - $103K
1.22K $1.13B
SAP
Sap Se

Technology
-542
- 25.26%
$252.42 - $311.93 $137K - $169K
1.6K $429M
HD
Home Depot, Inc.

Consumer Cyclical
-695
- 21.56%
$357.4 - $423.42 $248K - $294K
2.53K $1.02B
BA
Boeing CO

Industrials
-687
- 35.54%
$209.79 - $237.38 $144K - $163K
1.25K $269M
CRM
Salesforce, Inc.

Technology
-222
- 9.92%
$231.66 - $273.65 $51.4K - $60.8K
2.02K $478M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.04K
- 36.33%
$49.43 - $54.52 $150K - $166K
5.33K $289M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.93K
- 22.19%
$121.35 - $144.54 $234K - $279K
6.76K $978M
V
Visa Inc.

Financial Services
-143
- 4.68%
$332.09 - $358.86 $47.5K - $51.3K
2.91K $994M
DIS
Walt Disney CO

Communication Services
-366
- 7.88%
$112.25 - $124.0 $41.1K - $45.4K
4.28K $490M
T
At&T Inc.

Communication Services
-2.47K
- 16.35%
$26.94 - $29.62 $66.6K - $73.2K
12.6K $357M
SONY
Sony Group Corp

Technology
-4.02K
- 30.98%
$23.92 - $30.07 $96.2K - $121K
8.96K $258M
MS
Morgan Stanley

Financial Services
-787
- 29.62%
$139.09 - $161.16 $109K - $127K
1.87K $297M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-810
- 8.23%
$91.44 - $91.77 $74.1K - $74.3K
9.04K $829M
META
Meta Platforms, Inc.

Communication Services
-82
- 2.7%
$695.21 - $791.73 $57K - $64.9K
2.95K $2.17B
GWW
W.W. Grainger, Inc.

Industrials
-26
- 5.42%
$932.44 - $1059.49 $24.2K - $27.5K
454 $433M
CMCSA
Comcast Corp

Communication Services
-609
- 5.73%
$31.41 - $36.33 $19.1K - $22.1K
10K $315M
PAYX
Paychex Inc

Industrials
-12
- 0.37%
$126.69 - $147.99 $1.52K - $1.78K
3.27K $415M
HON
Honeywell International Inc

Industrials
-7
- 0.26%
$207.7 - $240.4 $1.45K - $1.68K
2.72K $572M
PM
Philip Morris International Inc.

Consumer Defensive
-32
- 1.26%
$157.77 - $183.27 $5.05K - $5.86K
2.51K $407M
SNY
Sanofi

Healthcare
-1.06K
- 16.49%
$45.07 - $51.35 $47.6K - $54.3K
5.35K $253M
LLY
Eli Lilly & CO

Healthcare
-31
- 2.62%
$625.65 - $812.69 $19.4K - $25.2K
1.15K $879M
OKE
Oneok Inc

Energy
-116
- 3.07%
$71.36 - $83.47 $8.28K - $9.68K
3.66K $267M
GILD
Gilead Sciences, Inc.

Healthcare
-342
- 9.13%
$108.22 - $120.47 $37K - $41.2K
3.41K $378M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.08%
$288.69 - $310.94 $577 - $622
2.43K $718M
INTU
Intuit Inc

Technology
-1
- 0.31%
$646.03 - $807.39 $646 - $807
325 $222M
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 0.84%
$79.36 - $93.33 $1.98K - $2.33K
2.94K $235M
ASML
Asml Holding Nv

Technology
-103
- 26.21%
$689.63 - $968.09 $71K - $99.7K
290 $281M
ROP
Roper Technologies Inc

Industrials
-5
- 1.07%
$495.03 - $573.0 $2.48K - $2.87K
461 $230M
ABT
Abbott Laboratories

Healthcare
-148
- 3.52%
$120.51 - $136.62 $17.8K - $20.2K
4.05K $543M
NGG
National Grid PLC

Utilities
-82
- 1.54%
$67.98 - $74.38 $5.57K - $6.1K
5.26K $382M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.08%
$412.46 - $514.1 $412 - $514
1.32K $646M
Gsk PLC
-1.21K
- 17.35%
N/A
5.75K $250M
CCJ
Cameco Corp

Energy
-1.85K
- 13.04%
$70.47 - $86.89 $130K - $160K
12.3K $1.03B
UNP
Union Pacific Corp

Industrials
-168
- 4.94%
$214.91 - $237.16 $36.1K - $39.8K
3.23K $763M
IBM
International Business Machines Corp

Technology
-14
- 1.32%
$234.77 - $292.47 $3.29K - $4.09K
1.05K $295M
SO
Southern CO

Utilities
-233
- 9.52%
$90.83 - $96.0 $21.2K - $22.4K
2.22K $210M
MPC
Marathon Petroleum Corp

Energy
-317
- 18.11%
$158.59 - $198.69 $50.3K - $63K
1.43K $276M
AXP
American Express CO

Financial Services
-82
- 8.38%
$294.27 - $342.31 $24.1K - $28.1K
897 $298M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-215
- 2.74%
$50.53 - $50.82 $10.9K - $10.9K
7.65K $388M
DHR
Danaher Corp

Healthcare
-27
- 1.86%
$181.46 - $212.2 $4.9K - $5.73K
1.43K $283M
TEF
Telefonica S A

Communication Services
-10
- 0.08%
$5.01 - $5.71 $50.1 - $57.1
12.7K $64.6M
Activity Summary
Buys All Purchases 127 New Holdings 33 Increased Positions 94 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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