VI
Viewpoint Investment Partners CORP — 13F Portfolio Report & Top Holdings (Q2 2026)
Viewpoint Investment Partners CORPCIK: 0001767457
Diversified strategyMomentum followerQuality / disciplined sizing
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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Personality snowflake
- Concentration
- 20.04
- Portfolio Stability
- 36.09
- Momentum
- 100
- Sector conviction
- 46.31
- Diversification
- 100
- Sizing Uniformity
- 76.75
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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd TIP
+69.9% $29.2M
Trim EMLC
+0.7% $1.9M
Trim CNQ
+0.8% -$1.7M
New buy COPX
New buy BKR
Trim VTI
-14.4% -$121.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | -1.11% | -14.42% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 3.03% | -0.18% | -0.04% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 3.02% | -1.08% | +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% | -0.72% | -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% | -0.51% | +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% | -0.46% | +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% | -0.44% | +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% | -0.26% | +1.36% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.19% | — | |
| 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% | -0.22% | +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% | -0.13% | — | |
| 40 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.69% | -0.11% | -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% | -0.27% | -16.28% | |
| 44 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.52% | -0.08% | -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% | -0.20% | -12.93% | |
| 47 | BMO | Bank Of Montreal | Stock-Financials | 0.40% | -0.01% | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.40% | -0.08% | -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% | -0.18% | -27.85% |
1–50 of 127
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+13%
- Stdev
- +8%
- Beta
- +0.48
- Alpha
- +1.8%
- Max Drawdown
- -4.1%
- Annualized Perf
- +11.5%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.61
- Stutzer
- +0.41
- Treynor
- +0.24
- Sterling
- +0.85
- Calmar
- +2.81
- Information Ratio
- -1.03
- Tracking Error
- +8.5%
- Stdev Down
- +4.3%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +22.8%
- Worst 12 Months
- +6.5%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.41
- Stdev Sectors
- +7.6%
- Skewness
- -0.09
- Kurtosis
- +0.92
- Upside Potential
- +4.06
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 127 | $289.7M | 36 | ||
| 2026 Q1 | 97 | $215.9M | 76 | ||
| 2025 Q4 | 71 | $210.1M | 20 | ||
| 2025 Q3 | 36 | $183.1M | 52 | ||
| 2025 Q2 | 35 | $182.8M | 0 | ||
| 2025 Q1 | 33 | $185.2M | 100 | ||
| 2024 Q4 | 8 | $76.7M | 0 | ||
| 2024 Q3 | 9 | $124.6M | 0 | ||
| 2024 Q2 | 9 | $114.1M | 0 | ||
| 2024 Q1 | 11 | $130.7M | 0 | ||
| 2023 Q4 | 12 | $143.4M | 0 | ||
| 2023 Q3 | 8 | $119.1M | 0 | ||
| 2023 Q2 | 7 | $159.0M | 0 | ||
| 2023 Q1 | 7 | $125.7M | 0 | ||
| 2022 Q4 | 7 | $102.4M | 0 | ||
| 2022 Q3 | 9 | $84.0M | 0 | ||
| 2022 Q2 | 9 | $87.9M | 0 | ||
| 2022 Q1 | 10 | $126.1M | 0 | ||
| 2021 Q4 | 10 | $176.9M | 0 | ||
| 2021 Q3 | 12 | $171.7M | 0 | ||
| 2021 Q2 | 13 | $151.9M | 93 | ||
| 2021 Q1 | 12 | $131.1M | 34 | ||
| 2020 Q4 | 10 | $107.2M | 12 | ||
| 2020 Q3 | 10 | $107.5M | 20 | ||
| 2020 Q2 | 10 | $106.4M | 81 | ||
| 2020 Q1 | 8 | $45.4M | 100 | ||
| 2019 Q4 | 9 | $94.2M | 59 | ||
| 2019 Q3 | 7 | $73.4M | 38 | ||
| 2019 Q2 | 5 | $97.5M | 22 | ||
| 2019 Q1 | 4 | $110.7M | 83 | ||
| 2018 Q4 | 13 | $58.7M | 0 |
Holding changes this quarter
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 | PRU | Prudential Financial Inc | +0.1% | NEW | New buy |
| 27 | LDOS | Leidos Holdings Inc | +0.1% | NEW | New buy |
| 28 | DVA | Davita Inc | +0.1% | NEW | New buy |
| 29 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 30 | E | Eni Spa-sponsored Adr | +0.1% | +126.79% | Add |
| 31 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 32 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 33 | BBY | Best Buy Co Inc | +0.1% | NEW | New buy |
| 34 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 35 | PSA | Public Storage | +0.1% | NEW | New buy |
| 36 | MAS | Masco CORP | +0.1% | NEW | New buy |
| 37 | IXN | Ishares Global Tech ETF | +0.1% | NEW | New buy |
| 38 | EXPD | Expeditors Intl Wash Inc | +0.1% | NEW | New buy |
| 39 | CBRE | Cbre Group Inc - A | +0.1% | NEW | New buy |
| 40 | CSL | Carlisle Cos Inc | +0.1% | NEW | New buy |
| 41 | SYF | Synchrony Financial | +0.1% | NEW | New buy |
| 42 | SNA | Snap-on Inc | +0.1% | NEW | New buy |
| 43 | CVE | Cenovus Energy Inc | +0.1% | NEW | New buy |
| 44 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | NEW | New buy |
| 45 | WSM | Williams-sonoma Inc | +0.1% | NEW | New buy |
| 46 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 47 | LEN | Lennar Corp-a | +0.1% | NEW | New buy |
| 48 | YUMC | Yum China Holdings Inc | +0.1% | +100.00% | Add |
| 49 | FCNCA | First Citizens Bcshs -cl A | +0.1% | NEW | New buy |
| 50 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
1–50 of 135
Filing History
FAQ
What is Viewpoint Investment Partners CORP and what type of investor is it?
Viewpoint Investment Partners CORP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $289.7M, spread across 127 disclosed positions.
What are Viewpoint Investment Partners CORP's largest equity positions?
Based on the latest 13F filing, Viewpoint Investment Partners CORP's top holdings by market value are:
1. Ishares Tips Bond ETF (TIP) — $51.6M (17.8%)
2. Vaneck JPM Em Local Curr Bnd (EMLC) — $21.9M (7.6%)
3. Ishares Broad Usd High Yield (USHY) — $14.5M (5.0%)
4. Vanguard Total Stock Mkt ETF (VTI) — $9.0M (3.1%)
5. Royal Bank Of Canada (RY) — $8.8M (3.0%)
What changes did Viewpoint Investment Partners CORP make in its most recent portfolio filing?
In the latest reported quarter, Viewpoint Investment Partners CORP made 116 notable position adjustments: 38 new positions were initiated, 46 existing holdings were added to, 24 positions were partially reduced, and 8 were completely exited. The largest of these moves: 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)
What sectors does Viewpoint Investment Partners CORP focus on?
Viewpoint Investment Partners CORP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 27.5%
• Financials: 18.5%
• Information Technology: 13.8%
• Materials: 10.5%
• Communication Services: 7.2%
• Consumer Staples: 5.2%
Investment Profile
Viewpoint Investment Partners CORP returned an annualized 11.5% over the trailing 36 months — outperforming the S&P 500 by 1.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.48 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 36 over the past 4 quarters — a shift toward more active trading.
It has added to its AOR position over the past two quarters (+$1.9M, now $5.7M), while trimming LEMB over the same stretch (-$558.2K, still holding $1.2M).
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Developer Access
Access Viewpoint Investment Partners CORP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/viewpoint-investment-partners-corpCLI
npx alphasmo institutions get viewpoint-investment-partners-corp