§ 13F · FUND PROFILE
Sunpointe, LLC.
AUM · $352M (13F)Positions · 281Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 106K | $21M | 6.0% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 39K | $14M | 4.1% | −8% |
| 3 | AAPL | APPLE INC | 41K | $12M | 3.3% | −6% |
| 4 | ACIO | ETF SER SOLUTIONS | 174K | $8M | 2.3% | ±0% |
| 5 | AVGO | BROADCOM INC | 20K | $8M | 2.2% | −12% |
| 6 | FDG | AMERICAN CENTY ETF TR | 49K | $7M | 1.9% | ±0% |
| 7 | MU | MICRON TECHNOLOGY INC | 5K | $6M | 1.7% | +26% |
| 8 | MSFT | MICROSOFT CORP | 16K | $6M | 1.6% | −2% |
| 9 | CGCB | CAPITAL GRP FIXED INCM ETF T | 221K | $6M | 1.6% | −1% |
| 10 | ACLC | AMERICAN CENTY ETF TR | 68K | $6M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNPOINTE, SIGNAL
AC read
Sunpointe, LLC is a Other fund managing $352 million in assets. The fund runs a broad portfolio of 281 positions.
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