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CIK: 0001906223
Total reported value
$196.3M
$196.3M
139 檔
27.4%
According to the latest 13F quarterly dataset, Viewpoint Capital Management LLC managed an equity portfolio of $196.3M at the end of Q2 2024, spanning 139 distinct U.S. exchange-listed positions.
During Q2 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 | 14.54% | -2.81% | +31.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.55% | +1.38% | +1.77% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.28% | +0.30% | +887.89% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.87% | — | -0.01% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.53% | +1.44% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.29% | +0.60% | +3.62% | |
| 7 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 3.08% | +0.21% | +0.36% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.61% | +0.45% | -49.53% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.41% | +0.10% | +0.02% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.24% | -0.35% | +0.24% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.99% | +0.28% | +3.78% | |
| 12 | AIG | American International Group | Stock-Financials | 1.95% | -0.55% | +0.13% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.09% | +0.16% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.91% | -0.19% | +0.39% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.88% | +0.17% | +2.27% | |
| 16 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.76% | +0.18% | +0.02% | |
| 17 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.63% | -0.08% | — | |
| 18 | GE | General Electric | Stock-Industrials | 1.59% | +0.50% | +0.63% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.51% | -0.19% | -1.43% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | +0.06% | +0.29% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.44% | -1.04% | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | +0.03% | +10.28% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.37% | +0.33% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.07% | -1.90% | |
| 25 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.06% | -0.40% | +2.75% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.05% | +0.20% | +1.71% | |
| 27 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.94% | -0.18% | +0.56% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.45% | -2.23% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.31% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.01% | +170766.67% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.73% | -0.05% | +0.85% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.72% | -0.20% | +0.09% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | +0.13% | -50.00% | |
| 34 | EPI | Wisdomtree India Earnings | ETF-Other | 0.71% | +0.06% | — | |
| 35 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.70% | -0.10% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.40% | +5.50% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.67% | EXIT | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.11% | — | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.66% | +0.05% | — | |
| 40 | CLX | Clorox Company | Stock-Consumer Staples | 0.63% | -0.14% | +0.51% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.63% | +0.04% | -1.65% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.40% | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | +0.20% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.24% | -2.18% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | -0.08% | -0.36% | |
| 46 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.52% | +0.07% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.10% | — | |
| 48 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.43% | -0.07% | -10.75% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.57% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.43% | +0.45% | — |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 139 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, NVDA) accounted for 27.4% of total reported equity market value during Q2 2024.
During Q2 2024, Viewpoint Capital Management LLC's top holdings by market value included AMZN (14.5%)、VOO (5.5%)、NVDA (5.3%). The largest single position, AMZN, represented 14.5% of total portfolio value.
In Q2 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.
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