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CIK: 0001767457
Total reported value
$319.4M
$319.4M
127 檔
33.1%
At the close of Q2 2026, Viewpoint Investment Partners CORP disclosed equity holdings valued at approximately $319.4M, spread across 127 reported holdings.
In Q2 2026, Viewpoint Investment Partners CORP displayed an active expansion posture, initiating 38 new positions and adding to 46 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TIP, EMLC, USHY) accounted for 33.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
COPX
市值: $3.9M
Top Position Liquidated / Trimmed
IGOV
前期市值: $418.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | ETF-Other | 17.82% | -0.12% | +69.93% | |
| 2 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 7.56% | +1.29% | +0.72% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.02% | -0.55% | +49.39% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.11% | -0.26% | -14.42% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 3.03% | -0.87% | -0.04% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 3.02% | -0.37% | +0.19% | |
| 7 | CNQ | Canadian Natural Resources | Stock-Energy | 2.51% | +0.19% | +0.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.19% | -0.59% | -3.57% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.19% | +0.08% | |
| 10 | NTR | Nutrien LTD | Stock-Materials | 2.07% | -0.02% | +96.16% | |
| 11 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.03% | -0.55% | -14.53% | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.96% | -0.20% | — | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.94% | -1.42% | +85.10% | |
| 14 | SOBO | South Bow CORP | Stock-Other | 1.82% | -0.27% | +0.00% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | -0.13% | +20.20% | |
| 16 | LNG | Cheniere Energy Inc | Stock-Energy | 1.72% | +0.04% | +0.33% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.55% | -0.09% | +0.34% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | -0.24% | -2.64% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.35% | +0.51% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.66% | +0.44% | |
| 21 | COPX | Global X Copper Miners ETF | ETF-Other | 1.33% | -0.10% | — | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.22% | +0.11% | +6.75% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | -0.15% | +4.52% | |
| 24 | BKR | Baker Hughes Co | Stock-Energy | 1.17% | -0.16% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.05% | +0.45% | |
| 26 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.09% | +0.08% | -0.34% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | -0.14% | +8.12% | |
| 28 | HACK | Amplify Cybersecurity ETF | ETF-Other | 1.03% | +0.01% | +11.52% | |
| 29 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 0.98% | -0.10% | +1.36% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.10% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | -0.14% | -1.83% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.87% | +0.18% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.04% | +0.37% | |
| 34 | TD | Toronto-dominion Bank | Stock-Financials | 0.78% | -0.23% | +0.81% | |
| 35 | TRP | Tc Energy CORP | Stock-Energy | 0.77% | +0.23% | +0.06% | |
| 36 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.76% | -0.16% | +129.03% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.75% | -0.08% | +46.40% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | -0.09% | +12.26% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.73% | +0.06% | — | |
| 40 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.69% | -0.06% | -4.07% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.67% | +0.08% | — | |
| 42 | SU | Suncor Energy Inc | Stock-Energy | 0.57% | +0.36% | +0.82% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.55% | -0.06% | -16.28% | |
| 44 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.52% | -0.16% | -5.44% | |
| 45 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.52% | +0.06% | -0.32% | |
| 46 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.40% | +0.04% | -12.93% | |
| 47 | BMO | Bank Of Montreal | Stock-Financials | 0.40% | -0.09% | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.40% | -0.06% | -2.67% | |
| 49 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.36% | -0.36% | EXIT | |
| 50 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.31% | -0.02% | -27.85% |
| # | 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 |
According to official SEC Form 13F filings, Viewpoint Investment Partners CORP reported a total U.S. public equity portfolio value of $319.4M across 127 disclosed positions in Q2 2026.
During Q2 2026, Viewpoint Investment Partners CORP's top holdings by market value included TIP (17.8%)、EMLC (7.6%)、USHY (5.0%). The largest single position, TIP, represented 17.8% of total portfolio value.
In Q2 2026, Viewpoint Investment Partners CORP made 116 total portfolio adjustments, initiating 38 new buys, adding to 46 positions, trimming 24 holdings, and fully liquidating 8 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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