13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001906223
Total reported value
$196.3M
$196.3M
134 檔
23.6%
The Q1 2024 SEC filing reveals that Viewpoint Capital Management LLC held a total portfolio value of $196.3M, covering 134 public equity positions.
During Q1 2024, Viewpoint Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.75% | -2.81% | -30.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.45% | +1.38% | -1.22% | |
| 3 | CAT | Caterpillar Inc | Stock-Industrials | 5.33% | +0.45% | +98.72% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.06% | +0.30% | +1.04% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 3.84% | — | -0.84% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.53% | +0.38% | |
| 7 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 3.52% | +0.21% | -0.16% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.43% | +0.60% | +2.52% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.49% | +0.10% | -0.23% | |
| 10 | AIG | American International Group | Stock-Financials | 2.13% | -0.55% | -0.23% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.06% | -0.35% | — | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.98% | -0.09% | -2.14% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.98% | +0.28% | +6.35% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.97% | +0.17% | — | |
| 15 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.86% | +0.18% | -1.90% | |
| 16 | GE | General Electric | Stock-Industrials | 1.81% | +0.50% | +0.01% | |
| 17 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.79% | -0.08% | +0.07% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.69% | -0.19% | -3.34% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | +0.06% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.61% | -0.19% | -7.07% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.49% | +0.33% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.40% | +0.13% | +100.00% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.33% | -1.04% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.07% | -2.48% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | +0.03% | — | |
| 26 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.04% | -0.40% | +34.47% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.04% | +0.20% | +0.13% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.45% | +4.07% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.98% | -0.20% | -7.81% | |
| 30 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.90% | -0.18% | -3.08% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.31% | +4.81% | |
| 32 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.76% | -0.10% | -1.32% | |
| 33 | CLX | Clorox Company | Stock-Consumer Staples | 0.73% | -0.14% | -1.96% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.73% | -0.05% | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | +0.05% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.67% | EXIT | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.68% | +0.04% | -5.87% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.11% | -0.69% | |
| 39 | EPI | Wisdomtree India Earnings | ETF-Other | 0.66% | +0.06% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | +0.20% | +1.95% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.40% | -17.40% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.40% | +1.74% | |
| 43 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.55% | +0.07% | +0.67% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | -0.08% | -1.63% | |
| 45 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.53% | -0.07% | -0.47% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.24% | +12.64% | |
| 47 | PRCH | Porch Group Inc | Stock-Other | 0.49% | +0.86% | -5.26% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.10% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.57% | +22.38% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.44% | -0.36% | EXIT |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 134 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, CAT) accounted for 23.6% of total reported equity market value during Q1 2024.
During Q1 2024, Viewpoint Capital Management LLC's top holdings by market value included AMZN (10.8%)、VOO (5.5%)、CAT (5.3%). The largest single position, AMZN, represented 10.8% of total portfolio value.
In Q1 2024, Viewpoint Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.