Viewpoint Capital Management LLC Portfolio Holdings

Viewpoint Capital Management LLC

  • $184 Million
  • Q1 2025

Viewpoint Capital Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 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 $23.6M, Vanguard Index Fds S&P 500 ETF with a value of $9.97M, Nvidia Corp with a value of $7.24M, Bank Of America Corp with a value of $6.9M, and Ishares Russell2000 Val ETF with a value of $6.88M.

Examining the 13F form we can see an decrease of $4.39M in the current position value, from $188M to 184M.

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 $184 Million
ETFs: $73.6 Million
Consumer Cyclical: $32.6 Million
Financial Services: $20.1 Million
Technology: $19.9 Million
Consumer Defensive: $13.4 Million
Industrials: $9.16 Million
Healthcare: $6.76 Million
Communication Services: $6.32 Million
Other: $1.88 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3B
$534,000 0.29% of portfolio
15,002
Q1 2025 New
$2.89B
$346,000 0.19% of portfolio
7,384
Q1 2025 Added 7.26%
$4.64B
$288,000 0.16% of portfolio
4,970
Q1 2025 Reduced 12.35%
$2.29B
$155,000 0.08% of portfolio
24,000
Q1 2025 Added 26.98%
$7.55B
$114,000 0.06% of portfolio
30,000
Q4 2024 New
$2.24B
$75,000 0.04% of portfolio
20,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $184 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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