Fund Holdings

VIEWPOINT INVESTMENT PARTNERS CORP

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR277,560471,660+194,10022,422,27451,614,66517.82%+29,192,391
ISHARES TR262,800392,600+129,8008,650,85314,537,0995.02%+5,886,246
SPDR SERIES TRUST019,904+19,90405,882,1372.03%+5,882,137
GLOBAL X FDS045,918+45,91803,852,6241.33%+3,852,624
BAKER HUGHES COMPANY(BKR)056,645+56,64503,395,4561.17%+3,395,456
SPINNAKER ETF SERIES062,261+62,26102,830,5970.98%+2,830,597
WISDOMTREE TR(WT)31,67858,635+26,9572,782,2845,607,1911.94%+2,824,907
NUTRIEN LTD(NTR)49,06096,235+47,1753,734,2486,006,4542.07%+2,272,206
BHP BILLITON LIMITED021,758+21,75801,998,8770.69%+1,998,877
VANECK ETF TRUST851,000857,100+6,10020,042,22921,907,4767.56%+1,865,247
ROYAL BK CDA(RY)42,56342,548-156,922,0718,770,4673.03%+1,848,396
VANGUARD INDEX FDS6,3377,617+1,2803,795,6755,226,8231.80%+1,431,148
WISDOMTREE TR(WT)61,45065,600+4,1502,235,7923,528,6241.22%+1,292,832
BROOKFIELD INFRASTRUCTURE CO(BIPC)27,13262,140+35,0081,054,0322,214,8260.76%+1,160,794
AMPLIFY ETF TR25,13828,033+2,8951,921,9742,997,8981.03%+1,075,924
ALPHABET INC(GOOG)11,71911,779+603,484,0874,385,7971.51%+901,710
ASML HLDG NV1,1301,13001,667,9572,530,9540.87%+862,997
PLAINS ALL AMERN PIPELINE L(PAA)14,70046,200+31,500240,2801,028,4120.36%+788,132
TENARIS S A(TS)014,200+14,2000787,9580.27%+787,958
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,1965,101-951,950,5272,726,3330.94%+775,806
BROOKFIELD INFRASTRUCTURE PA41,14260,230+19,0881,510,3152,182,2610.75%+671,946
JPMORGAN CHASE & CO(JPM)18,23518,250+155,536,0746,178,1802.13%+642,106
ABBVIE INC(ABBV)16,89316,950+573,851,6164,484,4711.55%+632,855
MICRON TECHNOLOGY INC(MU)0400+4000617,7570.21%+617,757
VALERO ENERGY CORP(VLO)02,200+2,2000572,9680.20%+572,968
SHELL PLC(SHEL)3,20010,100+6,900217,843783,1540.27%+565,311
ISHARES TR57,55057,55005,160,4855,681,9741.96%+521,489
TORONTO DOMINION BK ONT(TD)18,49718,647+1501,757,1962,253,2490.78%+496,053
J P MORGAN EXCHANGE TRADED F08,700+8,7000439,9590.15%+439,959
APPLE INC(AAPL)11,53611,588+522,938,2803,371,3201.16%+433,040
VANGUARD INTL EQUITY INDEX F31,82035,720+3,9001,719,6902,129,9450.74%+410,255
LAMAR ADVERTISING CO(LAMR)02,600+2,6000405,5740.14%+405,574
3M CO(MMM)02,500+2,5000404,7750.14%+404,775
SIMON PPTY GROUP INC NEW(SPG)01,800+1,8000402,6060.14%+402,606
UNUM GROUP(UNM)04,500+4,5000402,3000.14%+402,300
EQUITY RESIDENTIAL(EQR)05,700+5,7000387,2010.13%+387,201
ENI SPA(E)5,60012,700+7,100232,056595,1220.21%+363,066
ULTA BEAUTY INC(ULTA)0800+8000360,7840.12%+360,784
NVIDIA CORPORATION(NVDA)10,09610,133+372,126,7722,485,2830.86%+358,511
GODADDY INC(GDDY)04,100+4,1000348,0080.12%+348,008
TD SYNNEX CORPORATION(SNX)01,300+1,3000347,5420.12%+347,542
ISHARES TR03,522+3,5220333,0760.11%+333,076
EXPEDIA GROUP INC(EXPE)01,300+1,3000332,6570.11%+332,657
PRUDENTIAL FINL INC(PFH)03,000+3,0000323,7900.11%+323,790
LEIDOS HOLDINGS INC(LDOS)03,100+3,1000319,2070.11%+319,207
DAVITA INC(DVA)01,400+1,4000311,4860.11%+311,486
EQT CORP(EQT)05,355+5,3550301,4570.10%+301,457
J P MORGAN EXCHANGE TRADED F05,305+5,3050299,5990.10%+299,599
BEST BUY INC(BBY)03,800+3,8000288,3440.10%+288,344
ADOBE INC(ADBE)01,400+1,4000287,0280.10%+287,028
PUBLIC STORAGE(PSA)0900+9000286,4790.10%+286,479
MASCO CORP(MAS)03,500+3,5000284,7950.10%+284,795
ISHARES TR01,935+1,9350279,4090.10%+279,409
EXPEDITORS INTL WASH INC(EXPD)01,700+1,7000277,0660.10%+277,066
YUM CHINA HLDGS INC(YUMC)6,00012,000+6,000214,242490,4400.17%+276,198
VANGUARD TAX-MANAGED FDS38,46138,46102,464,5512,740,3140.95%+275,763
CANADIAN NATL RY CO(CNI)17,83117,83101,847,6832,118,5840.73%+270,901
CBRE GROUP INC(CBRE)02,000+2,0000269,3800.09%+269,380
DARDEN RESTAURANTS INC(DRI)1,8002,500+700258,302515,0250.18%+256,723
CARLISLE COS INC(CSL)0700+7000253,9250.09%+253,925
BANK MONTREAL MEDIUM6,5346,5340895,9311,149,0500.40%+253,119
SYNCHRONY FINANCIAL(SYF)03,300+3,3000250,9650.09%+250,965
SNAP ON INC(SNA)0600+6000241,4400.08%+241,440
SYSCO CORP(SYY)5,5006,300+800287,175526,5540.18%+239,379
CENOVUS ENERGY INC(CVE)09,700+9,7000239,2820.08%+239,282
FOX CORP(FOX)5,3008,900+3,600226,569464,2240.16%+237,655
BANCO BILBAO VIZCAYA ARGENTA(BBVA)09,400+9,4000235,5640.08%+235,564
WILLIAMS SONOMA INC(WSM)01,000+1,0000233,1000.08%+233,100
D R HORTON INC(DHI)01,400+1,4000228,0320.08%+228,032
LENNAR CORP(LEN)02,500+2,5000226,2250.08%+226,225
SOUTH BOW CORP(SOBO)159,518159,522+45,040,7045,266,9201.82%+226,216
CF INDUSTRIES HOLD(CF)2,5004,200+1,700237,626454,6920.16%+217,066
MCKESSON CORP(MCK)500700+200316,722528,9200.18%+212,198
BANK NOVA SCOTIA B C18,38117,381-1,0001,295,7061,504,9950.52%+209,289
FIRST CTZNS BANCSHARES INC D(FCNCA)0100+1000208,0790.07%+208,079
RALPH LAUREN CORP(RL)0500+5000200,7050.07%+200,705
TELEFONAKTIEBOLAGET LM ERICS(ERIC)22,10033,400+11,300182,479372,4100.13%+189,931
THE CIGNA GROUP(CI)1,3001,500+200253,839413,5200.14%+159,681
NOVARTIS AG(NVS)3,4003,4000380,164532,8480.18%+152,684
HCA HEALTHCARE INC(HCA)7001,000+300242,488389,8900.13%+147,402
RELIANCE INC(RS)9009000200,288336,2400.12%+135,952
COMCAST CORP NEW(CCZ)16,80019,800+3,000353,064486,0900.17%+133,026
WEYERHAEUSER CO(WY)10,10012,900+2,800180,616308,8260.11%+128,210
VANGUARD INTL EQUITY INDEX F7,5007,300-2001,035,7501,144,3480.40%+108,598
EBAY INC.(EBAY)4,3003,400-900286,526379,9500.13%+93,424
CAMECO CORP(CCJ)5,7277,127+1,400631,759723,6460.25%+91,887
TC ENERGY CORP(TRP)36,33736,357+202,133,9102,221,8900.77%+87,980
CANADIAN IMPERIAL BANK OF CO(CM)4,5344,558+24436,766521,9530.18%+85,187
OMNICOM GROUP INC(OMC)4,9004,700-200270,158342,3010.12%+72,143
MICROSOFT CORP(MSFT)10,65710,704+474,132,1474,203,6131.45%+71,466
MANULIFE FINL CORP(MFC)12,18412,1840425,867491,7600.17%+65,893
KROGER CO(KR)5,1006,000+900270,134333,1800.12%+63,046
FORTIS INC(FTS)10,24710,173-74536,771581,2570.20%+44,486
BOOZ ALLEN HAMILTON HLDG COR4,6005,000+400262,743303,3500.10%+40,607
BERKSHIRE HATHAWAY INC DEL12,90112,441-4606,293,3366,333,7792.19%+40,443
OTIS WORLDWIDE CORP(OTIS)8,0006,800-1,200451,380486,8800.17%+35,500
ISHARES TR7757750218,886246,4270.09%+27,541
ALTRIA GROUP INC(MO)6,7004,900-1,800336,737361,6380.12%+24,901
MASTERCARD INCORPORATED(MA)1,3001,3000669,240689,0880.24%+19,848
ISHARES TR2,5002,5000235,743247,4160.09%+11,673
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