Fund Holdings — Sunpointe, LLC

Total Portfolio Value
$305.27M
Total Bought
$39.38M
Total Sold
$32.99M
Net Transaction
+$6.40M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR4325,074+4,6422963,3141.09%+3,018
AMERICAN CENTY ETF TR9,30633,146+23,8407172,6710.87%+1,954
PIMCO ETF TR
MULTISECTOR BD
071,336+71,33601,8690.61%+1,869
FREEPORT MCMORAN INC(FCX)4,17933,651+29,4722121,9780.65%+1,766
SPDR GOLD TR(GLD)03,363+3,36301,4470.47%+1,447
VANGUARD INSTL INDEX FD014,450+14,45001,0930.36%+1,093
DEVON ENERGY CORP NEW(DVN)018,837+18,83709480.31%+948
SPDR SERIES TRUST
ST STR SP DIV
05,826+5,82608500.28%+850
NETFLIX INC.(NFLX)6,82315,353+8,5306401,4760.48%+836
VANGUARD INDEX FDS38,12842,443+4,31512,78313,6164.46%+833
SCHWAB STRATEGIC TR32,61467,012+34,3988551,6820.55%+827
GOLDMAN SACHS ETF TR010,903+10,90308130.27%+813
TOTALENERGIES SE(TTE)07,640+7,64007090.23%+709
VERTIV HOLDINGS CO(VRT)02,653+2,65306650.22%+665
MERCADOLIBRE INC(MELI)0352+35206090.20%+609
DIAMONDBACK ENERGY INC(FANG)6,8528,157+1,3051,0301,6130.53%+583
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
200,827224,099+23,2725,3265,8851.93%+559
EMERSON ELEC CO(EMR)04,236+4,23605550.18%+555
MGM RESORTS INTERNATIONAL(MGM)8,89622,696+13,8003258400.28%+515
CSX CORP(CSX)12,13723,032+10,8954409450.31%+505
VANGUARD STAR FDS8,82315,149+6,3266661,1680.38%+503
PHILIP MORRIS INTL INC(PM)03,028+3,02805010.16%+501
LAM RESEARCH CORP(LRCX)8,2568,919+6631,4151,9060.62%+490
CATERPILLAR INC(CAT)1,5431,914+3718841,3560.44%+472
CHEVRON CORPORATION(CVX)5,2135,939+7267951,2290.40%+434
MP MATERIALS CORP(MP)08,536+8,53604120.13%+412
PROSHARES TR
SHOR S&P 500 NEW
010,691+10,69104060.13%+406
JOHNSON & JOHNSON(JNJ)16,40215,530-8723,3943,7961.24%+402
ROSS STORES INC(ROST)01,798+1,79803900.13%+390
WORLD GOLD TR(GLDM)04,193+4,19303890.13%+389
VANGUARD SPECIALIZED FUNDS24,73026,934+2,2045,4355,7931.90%+357
PROSHARES TR
PSHS SHORT DOW30
014,232+14,23203480.11%+348
NEOS ETF TRUST
NASDAQ 100 HIGH
06,901+6,90103430.11%+343
TJX COS INC NEW(TJX)7,0328,904+1,8721,0801,4220.47%+342
ISHARES TR3,5917,490+3,8993136490.21%+336
WESTERN DIGITAL CORP(WDC)01,236+1,23603340.11%+334
APPLIED MATLS INC1,6092,167+5584137410.24%+327
AMERICAN TOWER CORP(AMT)01,857+1,85703200.10%+320
MERCK & CO INC(MRK)7,2279,010+1,7837671,0840.36%+317
RBB FD INC
F/M US TREASURY
06,264+6,26403120.10%+312
ALASKA AIR GROUP INC12,73825,238+12,5006419280.30%+288
SCHWAB STRATEGIC TR23,48635,892+12,4067661,0460.34%+279
VALERO ENERGY CORP(VLO)4,3413,975-3667079820.32%+276
LAZARD ACTIVE ETF TR
INTL DYNAMIC EQT
08,458+8,45802690.09%+269
LINDE PLC(LIN)0525+52502600.09%+260
MASTERCARD INCORPORATED(MA)1,3362,036+7007631,0170.33%+255
EXXON MOBIL CORP10,6099,002-1,6071,2771,5270.50%+251
ISHARES INC04,459+4,45902420.08%+242
AMCOR PLC
COM NEW
06,044+6,04402400.08%+240
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,7327,676-562,3542,5940.85%+240
ISHARES TR33,81336,590+2,7772,2322,4710.81%+239
ISHARES INC02,061+2,06102390.08%+239
MOTOROLA SOLUTIONS INC(MSI)0551+55102390.08%+239
ISHARES INC06,701+6,70102380.08%+238
MICRON TECHNOLOGY INC(MU)4,1364,189+531,1811,4150.46%+234
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
13,82918,494+4,6657029360.31%+234
ISHARES INC04,063+4,06302340.08%+234
SOUTHERN CO(SO)02,412+2,41202330.08%+233
CONOCOPHILLIPS(COP)01,745+1,74502300.08%+230
INTEL CORP(INTC)05,173+5,17302280.07%+228
MCKESSON CORP(MCK)0256+25602220.07%+222
AGNICO EAGLE MINES LTD(AEM)01,079+1,07902190.07%+219
ISHARES TR02,692+2,69202170.07%+217
MONDELEZ INTL INC(MDLZ)03,721+3,72102140.07%+214
UNILEVER PLC(UL)03,660+3,66002090.07%+209
VERIZON COMMUNICATIONS INC(VZ)6,7379,412+2,6752744720.15%+198
HALLIBURTON CO(HAL)19,01818,856-1625377350.24%+198
VANGUARD MUN BD FDS27,51629,917+2,4012,0792,2480.74%+169
COSTCO WHOLESALE CORPORATION(COST)634705+715477030.23%+156
GE VERNOVA INC(GEV)499549+503264790.16%+153
SPDR SERIES TRUST
ST STR BLO 1 ETF
9,07810,709+1,6318309810.32%+152
CAMECO CORP(CCJ)8,8518,842-98109600.31%+151
WEC ENERGY GROUP INC(WEC)2,1753,263+1,0882293780.12%+148
VANGUARD INDEX FDS6,5608,096+1,5365807180.24%+138
KLA CORP(KLAC)270307+373294520.15%+124
WALMART INC(WMT)28,71326,768-1,9453,2063,3271.09%+121
MARATHON PETE CORP(MPC)1,4251,426+12323480.11%+116
CME GROUP INC(CME)9731,273+3002663760.12%+110
ISHARES TR1,2001,709+5092173240.11%+107
HONEYWELL INTL INC(HON)2,6992,762+635276240.20%+98
FIRSTENERGY CORP(FE)4,6886,031+1,3432103060.10%+96
ITAU UNIBANCO HLDG S A(ITUB)011,054+11,0540930.03%+93
COCA COLA CO(KO)13,42213,389-339381,0180.33%+80
LOCKHEED MARTIN CORP(LMT)591603+122863640.12%+79
SANOFI SA(SNY)5,3466,995+1,6492593370.11%+78
AMERICAN CENTY ETF TR13,16313,16301,2371,3140.43%+78
AMGEN INC(AMGN)1,3411,466+1254395160.17%+77
AMERICAN CENTY ETF TR30,32230,32202,4962,5730.84%+76
UNION PAC CORP(UNP)4,7094,796+871,0891,1640.38%+74
ASML HLDG NV
N Y REGISTRY SHS
306304-23274020.13%+74
ONEOK INC NEW(OKE)3,7793,881+1022783510.11%+73
DEERE & CO(DE)1,1651,092-735446150.20%+71
AMERICAN CENTY ETF TR56,84456,84403,6503,7201.22%+70
NEWMONT CORP(NEM)25,21223,889-1,3232,5172,5860.85%+69
VIKING HOLDINGS LTD(VIK)6,4007,100+7004575220.17%+65
AT&T INC(T)11,44611,905+4592843450.11%+61
ENBRIDGE INC(ENB)10,77610,640-1365165750.19%+59
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
17,93918,307+3681,6681,7220.56%+54
EATON CORP PLC(ETN)1,0561,088+323363890.13%+53
ANALOG DEVICES INC(ADI)884919+352402920.10%+53
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Sunpointe, LLC — 13F Holdings — Q1 2026 | TickerTrail