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CIK: 0001906223
Total reported value
$196.3M
$196.3M
140 檔
27.9%
During the Q3 2024 filing period, Viewpoint Capital Management LLC (CIK: 0001906223) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $196.3M across 140 reported positions.
In Q3 2024, Viewpoint Capital Management LLC displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.22% | -2.81% | +2.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | +1.38% | +0.20% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.71% | +0.30% | -0.54% | |
| 4 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 3.71% | +0.21% | +7.27% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.68% | +0.60% | +12.35% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 3.55% | — | +1.24% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.53% | +0.01% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.86% | +0.45% | +2.42% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.71% | -0.35% | +0.48% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.19% | +0.28% | +12.35% | |
| 11 | C | Citigroup Inc | Stock-Financials | 2.12% | +0.10% | -1.06% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.09% | +2.60% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.88% | -0.19% | -0.03% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.87% | +0.17% | — | |
| 15 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.80% | +0.18% | — | |
| 16 | AIG | American International Group | Stock-Financials | 1.75% | -0.55% | -0.70% | |
| 17 | GE | General Electric | Stock-Industrials | 1.69% | +0.50% | +0.15% | |
| 18 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.63% | -0.08% | -0.02% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.58% | -1.04% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | +0.06% | -0.44% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.48% | -0.19% | +4.41% | |
| 22 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.48% | -0.40% | +22.18% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | +0.33% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.32% | +0.03% | -0.37% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.07% | +4.87% | |
| 26 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.15% | -0.18% | +8.15% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.05% | +0.20% | -0.07% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.87% | -0.20% | +7.77% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.45% | -1.37% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.31% | — | |
| 31 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.77% | -0.10% | +9.11% | |
| 32 | CLX | Clorox Company | Stock-Consumer Staples | 0.76% | -0.14% | +10.74% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.57% | +76.32% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | +0.13% | +2.03% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.72% | +0.04% | +13.09% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.72% | -0.05% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | +0.20% | +17.66% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.40% | +21.83% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.11% | +0.14% | |
| 40 | EPI | Wisdomtree India Earnings | ETF-Other | 0.68% | +0.06% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.40% | +16.37% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.67% | EXIT | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.66% | +0.05% | — | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.57% | +0.45% | +0.12% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | -0.08% | -0.36% | |
| 46 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.55% | +0.07% | +6.64% | |
| 47 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.50% | -0.07% | -10.88% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.10% | +12.03% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.24% | +0.75% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.46% | -0.24% | +17.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XHB | Ss Spdr S&p Homebldrs ETF | +0.6% | +7.27% | Add |
| 2 | TSLA | Tesla Inc | +0.5% | +0.48% | Add |
| 3 | KWEB | Kranesh Csi China Internet | +0.4% | +22.18% | Add |
| 4 | IWN | Ishares Russell 2000 Value E | +0.4% | +12.35% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | +76.32% | Add |
| 6 | CAT | Caterpillar Inc | +0.3% | +2.42% | Add |
| 7 | FXI | Ishares China Large-cap ETF | +0.2% | +8.15% | Add |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +12.35% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +393.31% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +7.77% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 12 | GEV | GE Vernova Inc | +0.1% | +0.12% | Add |
| 13 | CLX | Clorox Company | +0.1% | +10.74% | Add |
| 14 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 15 | ESML | Ishares Esg Aware Msci USA S | +0.1% | NEW | New buy |
| 16 | YINN | Direxion Dly Ftse Ch Bl3x-ui | +0.1% | — | Unchanged |
| 17 | GE | General Electric | +0.1% | +0.15% | Add |
| 18 | DVY | Ishares Select Dividend ETF | +0.1% | +13.09% | Add |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +17.66% | Add |
| 20 | T | At&t Inc | +0.1% | +17.32% | Add |
| 21 | HD | Home Depot Inc | +0.1% | -0.44% | Trim |
| 22 | EWG | Ishares Msci Germany ETF | +0.1% | +9.11% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +21.83% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +4.87% | Add |
| 25 | Z | Zillow Group Inc - C | +0.1% | -10.88% | Trim |
| 26 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | +0.1% | +11.27% | Add |
| 27 | EWA | Ishares Msci Australia ETF | +0.1% | +102.50% | Add |
| 28 | MMM | 3m Co | +0.1% | — | Unchanged |
| 29 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | Unchanged |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | +12.03% | Add |
| 31 | EUFN | Ishares Msci Europe Financia | 0% | — | Unchanged |
| 32 | IEUR | Ishares Core Msci Europe ETF | 0% | +6.64% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.03% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +0.14% | Add |
| 35 | MO | Altria Group Inc | 0% | -0.36% | Trim |
| 36 | ISCV | Ishares Morningstar Small-ca | — | -0.02% | Trim |
| 37 | EEM | Ishares Msci Emerging Market | — | -0.07% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 39 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 40 | PG | Procter & Gamble Co/the | 0% | +2.60% | Add |
| 41 | AAPL | Apple Inc | 0% | -0.03% | Trim |
| 42 | PEP | Pepsico Inc | 0% | +4.41% | Add |
| 43 | ADMA | Adma Biologics Inc | -0.1% | EXIT | Sold out |
| 44 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | EXIT | Sold out |
| 45 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.20% | Add |
| 46 | C | Citigroup Inc | -0.3% | -1.06% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | +0.01% | Add |
| 48 | NVDA | Nvidia CORP | -0.6% | -0.54% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -88.94% | Trim |
| 50 | AMZN | Amazon.com Inc | -1.3% | +2.34% | Add |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 140 disclosed positions in Q3 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, NVDA) accounted for 27.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
VZ
市值: $216.2K
Top Position Liquidated / Trimmed
XBI
前期市值: $278.1K
During Q3 2024, Viewpoint Capital Management LLC's top holdings by market value included AMZN (13.2%)、VOO (5.3%)、NVDA (4.7%). The largest single position, AMZN, represented 13.2% of total portfolio value.
In Q3 2024, Viewpoint Capital Management LLC made 43 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 2 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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