CIK: 0001767457
Total reported value
$289.7M
Reporting period: 2026-06-30 · Number of holdings: 127
VIEWPOINT INVESTMENT PARTNERS CORP disclosed 127 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $289.7M and a quarterly turnover rate of 36.1%.
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Viewpoint Investment Partners CORP's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 127 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.32), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 44% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add TIP
+69.9% $29.2M
Trim EMLC
+0.7% $1.9M
Trim CNQ
+0.8% -$1.7M
New buy COPX
New buy BKR
Add USHY
+49.4% $5.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | ETF-Other | 17.82% | +7.44% | +69.93% | |
| 2 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 7.56% | -1.72% | +0.72% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.02% | +1.01% | +49.39% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.11% | — | -14.42% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 3.03% | -0.18% | -0.04% | |
| 6 | ENB | Enbridge INC | Stock-Energy | 3.02% | — | +0.19% | |
| 7 | CNQ | Canadian Natural Resources | Stock-Energy | 2.51% | -1.65% | +0.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.19% | — | -3.57% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.43% | +0.08% | |
| 10 | NTR | Nutrien LTD | Stock-Materials | 2.07% | +0.34% | +96.16% | |
| 11 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.03% | -0.31% | -14.53% | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.96% | -0.43% | — | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.94% | +0.65% | +85.10% | |
| 14 | SOBO | South Bow CORP | Stock-Other | 1.82% | — | +0.00% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.04% | +20.20% | |
| 16 | LNG | Cheniere Energy INC | Stock-Energy | 1.72% | -0.99% | +0.33% | |
| 17 | ABBV | Abbvie INC | Stock-Healthcare | 1.55% | -0.23% | +0.34% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | -0.73% | -2.64% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.10% | +0.51% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | — | +0.44% | |
| 21 | COPX | Global X Copper Miners ETF | ETF-Other | 1.33% | +1.33% | NEW | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.22% | +0.18% | +6.75% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | -0.60% | +4.52% | |
| 24 | BKR | Baker Hughes Co | Stock-Energy | 1.17% | +1.17% | NEW | |
| 25 | AAPL | Apple INC | Stock-Tech | 1.16% | -0.20% | +0.45% | |
| 26 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.09% | -0.66% | -0.34% | |
| 27 | VZ | Verizon Communications INC | Stock-Comm Services | 1.06% | — | +8.12% | |
| 28 | HACK | Amplify Cybersecurity ETF | ETF-Other | 1.03% | +0.14% | +11.52% | |
| 29 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 0.98% | — | +1.36% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | +0.04% | -1.83% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.87% | +0.10% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.12% | +0.37% | |
| 34 | TD | Toronto-dominion Bank | Stock-Financials | 0.78% | -0.03% | +0.81% | |
| 35 | TRP | Tc Energy CORP | Stock-Energy | 0.77% | — | +0.06% | |
| 36 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.76% | +0.27% | +129.03% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.75% | +0.05% | +46.40% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | -0.06% | +12.26% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.73% | — | — | |
| 40 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.69% | — | -4.07% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.46% | — | |
| 42 | SU | Suncor Energy INC | Stock-Energy | 0.57% | -0.36% | +0.82% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.55% | — | -16.28% | |
| 44 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.52% | — | -5.44% | |
| 45 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.52% | -0.41% | -0.32% | |
| 46 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.40% | — | -12.93% | |
| 47 | BMO | Bank Of Montreal | Stock-Financials | 0.40% | — | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.40% | — | -2.67% | |
| 49 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.36% | +0.25% | +214.29% | |
| 50 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.31% | — | -27.85% |
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+12.2%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 127 | $289.7M | 36 | |
| 2026-03-31 | 97 | $215.9M | 76 | |
| 2025-12-31 | 71 | $210.1M | 20 | |
| 2025-09-30 | 36 | $183.1M | 52 | |
| 2025-06-30 | 35 | $182.8M | 0 | |
| 2025-03-31 | 33 | $185.2M | 100 | |
| 2024-12-31 | 8 | $76.7M | 0 | |
| 2024-09-30 | 9 | $124.6M | 0 | |
| 2024-06-30 | 9 | $114.1M | 0 | |
| 2024-03-31 | 11 | $130.7M | 0 | |
| 2023-12-31 | 12 | $143.4M | 0 | |
| 2023-09-30 | 8 | $119.1M | 0 | |
| 2023-06-30 | 7 | $159.0M | 0 | |
| 2023-03-31 | 7 | $125.7M | 0 | |
| 2022-12-31 | 7 | $102.4M | 0 | |
| 2022-09-30 | 9 | $84.0M | 0 | |
| 2022-06-30 | 9 | $87.9M | 0 | |
| 2022-03-31 | 10 | $126.1M | 0 | |
| 2021-12-31 | 10 | $176.9M | 0 | |
| 2021-09-30 | 12 | $171.7M | 0 | |
| 2021-06-30 | 13 | $151.9M | 93 | |
| 2021-03-31 | 12 | $131.1M | 34 | |
| 2020-12-31 | 10 | $107.2M | 12 | |
| 2020-09-30 | 10 | $107.5M | 20 | |
| 2020-06-30 | 10 | $106.4M | 81 | |
| 2020-03-31 | 8 | $45.4M | 100 | |
| 2019-12-31 | 9 | $94.2M | 59 | |
| 2019-09-30 | 7 | $73.4M | 38 | |
| 2019-06-30 | 5 | $97.5M | 22 | |
| 2019-03-31 | 4 | $110.7M | 83 | |
| 2018-12-31 | 13 | $58.7M | 0 |
Viewpoint Investment Partners CORP's most significant position changes for 2026-06-30: New buy: Global X Copper Miners ETF (COPX); New buy: Baker Hughes Co (BKR); New buy: Tenaris Sa-adr (TS); New buy: Micron Technology INC (MU); New buy: Valero Energy CORP (VLO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | +7.4% | +69.93% | Add |
| 2 | COPX | Global X Copper Miners ETF | +1.3% | NEW | New buy |
| 3 | BKR | Baker Hughes Co | +1.2% | NEW | New buy |
| 4 | USHY | Ishares Broad Usd High Yield | +1% | +49.39% | Add |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | +0.7% | +85.10% | Add |
| 6 | NTR | Nutrien LTD | +0.3% | +96.16% | Add |
| 7 | BIPC | Brookfield Infrastructure-a | +0.3% | +129.03% | Add |
| 8 | TS | Tenaris Sa-adr | +0.3% | NEW | New buy |
| 9 | PAA | Plains All Amer Pipeline LP | +0.3% | +214.29% | Add |
| 10 | MU | Micron Technology INC | +0.2% | NEW | New buy |
| 11 | VLO | Valero Energy CORP | +0.2% | NEW | New buy |
| 12 | DEM | Wisdomtree Emerging Markets | +0.2% | +6.75% | Add |
| 13 | SHEL | Shell Plc-adr | +0.2% | +215.63% | Add |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.2% | NEW | New buy |
| 15 | HACK | Amplify Cybersecurity ETF | +0.1% | +11.52% | Add |
| 16 | LAMR | Lamar Advertising Co-a | +0.1% | NEW | New buy |
| 17 | MMM | 3m Co | +0.1% | NEW | New buy |
| 18 | SPG | Simon Property Group INC | +0.1% | NEW | New buy |
| 19 | UNM | Unum Group | +0.1% | NEW | New buy |
| 20 | EQR | Equity Residential | +0.1% | NEW | New buy |
| 21 | ULTA | Ulta Beauty INC | +0.1% | NEW | New buy |
| 22 | GDDY | Godaddy INC - Class A | +0.1% | NEW | New buy |
| 23 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 24 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 25 | EXPE | Expedia Group INC | +0.1% | NEW | New buy |
| 26 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 27 | E | Eni Spa-sponsored Adr | +0.1% | +126.79% | Add |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +46.40% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +20.20% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.83% | Trim |
| 31 | TD | Toronto-dominion Bank | 0% | +0.81% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +12.26% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.51% | Add |
| 34 | NVDA | Nvidia CORP | -0.1% | +0.37% | Add |
| 35 | RY | Royal Bank Of Canada | -0.2% | -0.04% | Trim |
| 36 | IGOV | Ishares International Treasu | -0.2% | EXIT | Sold out |
| 37 | AAPL | Apple INC | -0.2% | +0.45% | Add |
| 38 | ABBV | Abbvie INC | -0.2% | +0.34% | Add |
| 39 | XAR | Ss Spdr S&p Aerospace Def | -0.3% | -14.53% | Trim |
| 40 | SU | Suncor Energy INC | -0.4% | +0.82% | Add |
| 41 | AEM | Agnico Eagle Mines LTD | -0.4% | -0.32% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -0.4% | +0.08% | Add |
| 43 | AOR | Ishares Core 60/40 Balanced | -0.4% | — | Unchanged |
| 44 | CVX | Chevron CORP | -0.5% | — | Unchanged |
| 45 | GLD | Spdr Gold Shares | -0.6% | +4.52% | Add |
| 46 | WPM | Wheaton Precious Metals CORP | -0.7% | -0.34% | Trim |
| 47 | COST | Costco Wholesale CORP | -0.7% | -2.64% | Trim |
| 48 | LNG | Cheniere Energy INC | -1% | +0.33% | Add |
| 49 | CNQ | Canadian Natural Resources | -1.7% | +0.76% | Add |
| 50 | EMLC | Vaneck JPM Em Local Curr Bnd | -1.7% | +0.72% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-16 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-23 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-31 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-16 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-18 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-20 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-02-09 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-01-26 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-28 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-26 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-22 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-07 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-22 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-20 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-22 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-22 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-12 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-31 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-31 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-02 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
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