Viewpoint Capital Management LLC Portfolio Holdings

Viewpoint Capital Management LLC

  • $177 Million
  • Q3 2024

Viewpoint Capital Management LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $23.4M, Vanguard Index Fds S&P 500 ETF with a value of $9.59M, Nvidia Corp with a value of $8.43M, Spdr Series Tr Spdr S&P Homebu with a value of $6.65M, and Ishares Russell2000 Val ETF with a value of $6.61M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $162M to 177M.

Viewpoint Capital Management LLC is based out at Seattle, WA

Below you can find more details about Viewpoint Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Million
ETFs: $70 Million
Consumer Cyclical: $32.6 Million
Technology: $21.2 Million
Financial Services: $17.9 Million
Consumer Defensive: $12.1 Million
Industrials: $9.59 Million
Healthcare: $5.98 Million
Communication Services: $5.63 Million
Other: $1.92 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $177 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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