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CIK: 0001767457
Total reported value
$289.7M
$289.7M
9 檔
42.0%
In Q3 2024, Viewpoint Investment Partners CORP's U.S. equity holdings reached a combined market value of $289.7M, distributed across 9 disclosed stock positions.
In Q3 2024, Viewpoint Investment Partners CORP displayed an active expansion posture, initiating 0 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | ETF-Other | 50.54% | +7.44% | +12.92% | |
| 2 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 26.85% | -1.72% | +34.46% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 15.57% | — | +99.18% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.04% | — | |
| 5 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 2.08% | -0.43% | -0.34% | |
| 6 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.32% | -0.20% | +37.74% | |
| 7 | LBRDA | Liberty Broadband-a | Stock-Other | 0.37% | -0.14% | EXIT | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | — | -97.96% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +7.4% | +99.18% | Add |
| 2 | EMLC | Vaneck JPM Em Local Curr Bnd | +6.5% | +34.46% | Add |
| 3 | TIP | Ishares Tips Bond ETF | +3.3% | +12.92% | Add |
| 4 | LEMB | Ishares Jp Morgan Em Local C | +0.4% | +37.74% | Add |
| 5 | LBRDA | Liberty Broadband-a | +0.1% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 7 | AOR | Ishares Core 60/40 Balanced | -0.1% | -0.34% | Trim |
| 8 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 9 | IEMG | Ishares Core Msci Emerging | -17.3% | -97.96% | Trim |
According to official SEC Form 13F filings, Viewpoint Investment Partners CORP reported a total U.S. public equity portfolio value of $289.7M across 9 disclosed positions in Q3 2024.
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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 TIP, EMLC, HYG) accounted for 42.0% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
IEMG
前期市值: $20.2M
During Q3 2024, Viewpoint Investment Partners CORP's top holdings by market value included TIP (50.5%)、EMLC (26.9%)、HYG (15.6%). The largest single position, TIP, represented 50.5% of total portfolio value.
In Q3 2024, Viewpoint Investment Partners CORP made 6 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 2 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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