VIEWPOINT INVESTMENT PARTNERS CORP
Filing Date
Global Rank
#5,208
/ 8,517
▲ 283
Top Industry
Oil & Gas Midstream
16.8%
3Y Alpha vs SPY
+13.0%
Period ended 48 days ago
Filed Jul 16, 2026 · 32d
15 quarters · since Jun 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+139.7%
SPY
+77.9%
Annualised alpha
+12.7%
Max drawdown
−23.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
99 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.4%
−0.8 pts
Top 5
26.6%
−2.4 pts
Top 10
44.2%
−3.4 pts
HHI
286
Diversified−46
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 29.5% | $41,263,660 |
| Financial Services | 21.3% | $29,781,013 |
| Technology | 11.6% | $16,193,482 |
| Basic Materials | 9.8% | $13,693,400 |
| Communication Services | 5.9% | $8,319,803 |
| Healthcare | 4.6% | $6,441,948 |
| Consumer Defensive | 4.5% | $6,365,923 |
| Utilities | 3.2% | $4,536,161 |
| Industrials | 3.1% | $4,378,399 |
| Consumer Cyclical | 2.5% | $3,532,587 |
| Unclassified | 2.4% | $3,407,515 |
| Real Estate | 1.5% | $2,060,004 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NTR | Nutrien Ltd. | +47,175 | 96,235 | $6,057,993 | |
| BIPC | Brookfield Infrastructure Corp | +35,008 | 62,140 | $2,392,390 | |
| PAA | Plains All American Pipeline LP | +31,500 | 46,200 | $1,028,412 | |
| BIPH | Brookfield Infrastructure Partners L.P. | +19,088 | 60,230 | $928,746 | |
| ERIC | Ericsson Lm Telephone Co | +11,300 | 33,400 | $372,410 | |
| E | Eni Spa | +7,100 | 12,700 | $595,122 | |
| SHEL | Shell plc | +6,900 | 10,100 | $783,154 | |
| YUMC | Yum China Holdings, Inc. | +6,000 | 12,000 | $490,440 | |
| VZ | Verizon Communications Inc | +5,000 | 66,550 | $2,817,727 | |
| FOXA | Fox Corp | +3,600 | 8,900 | $464,224 | |
| CMCSA | Comcast Corp | +3,000 | 19,800 | $486,090 | |
| WY | Weyerhaeuser Co | +2,800 | 12,900 | $308,826 | |
| CF | CF Industries Holdings, Inc. | +1,700 | 4,200 | $454,692 | |
| CCJ | Cameco Corp | +1,400 | 7,127 | $725,956 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +1,391 | 184,381 | $7,283,049 | |
| KR | Kroger Co | +900 | 6,000 | $333,180 | |
| SYY | Sysco Corp | +800 | 6,300 | $526,554 | |
| DRI | Darden Restaurants Inc | +700 | 2,500 | $515,025 | |
| BAH | Booz Allen Hamilton Holding Corp | +400 | 5,000 | $303,350 | |
| GLD | Spdr Gold Trust | +400 | 9,250 | $3,407,515 | |
| ENB | Enbridge Inc | +320 | 164,564 | $8,921,014 | |
| HCA | HCA Healthcare, Inc. | +300 | 1,000 | $389,890 | |
| SU | Suncor Energy Inc | +250 | 30,635 | $1,644,486 | |
| CI | Cigna Group | +200 | 1,500 | $413,520 | |
| MCK | Mckesson Corp | +200 | 700 | $528,920 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EIX | Edison International | −3,600 | 8,500 | $632,825 | |
| GIS | General Mills Inc | −3,300 | 9,300 | $323,640 | |
| BTI | British American Tobacco p.l.c. | −3,100 | 5,300 | $327,328 | |
| GOOGL | Alphabet Inc. | −2,285 | 11,779 | $4,209,461 | |
| MO | Altria Group, Inc. | −1,800 | 4,900 | $352,555 | |
| OTIS | Otis Worldwide Corp | −1,200 | 6,800 | $486,880 | |
| BNS | Bank Of Nova Scotia | −1,000 | 17,381 | $1,509,366 | |
| BHP | BHP Group Ltd | −922 | 21,758 | $1,812,658 | |
| EBAY | Ebay Inc | −900 | 3,400 | $379,950 | |
| BRK-B | Berkshire Hathaway Inc | −460 | 12,441 | $6,225,351 | |
| OMC | Omnicom Group Inc. | −200 | 4,700 | $342,301 | |
| COST | Costco Wholesale Corp /New | −120 | 4,430 | $4,144,132 | |
| WPM | Wheaton Precious Metals Corp. | −100 | 29,663 | $3,331,748 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −95 | 5,101 | $2,436,084 | |
| BAM | Brookfield Asset Management Ltd. | −75 | 7,848 | $351,982 | |
| FTS | Fortis Inc. | −74 | 10,173 | $582,200 | |
| AEM | Agnico Eagle Mines Ltd | −35 | 10,959 | $1,700,069 | |
| RY | Royal Bank Of Canada | −15 | 42,548 | $8,806,159 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BKR | Baker Hughes Co | 56,645 | $3,143,797 | |
| TS | Tenaris SA | 14,200 | $787,958 | |
| VLO | Valero Energy Corp/Tx | 2,200 | $572,968 | |
| MU | Micron Technology Inc | 400 | $461,716 | |
| LAMR | Lamar Advertising Co/New | 2,600 | $405,548 | |
| MMM | 3M Co | 2,500 | $404,775 | |
| SPG | Simon Property Group Inc. | 1,800 | $402,570 | |
| UNM | Unum Group | 4,500 | $402,300 | |
| EQR | Equity Residential | 5,700 | $387,201 | |
| ULTA | Ulta Beauty, Inc. | 800 | $360,784 | |
| GDDY | GoDaddy Inc. | 4,100 | $348,008 | |
| SNX | Td Synnex Corp | 1,300 | $347,542 | |
| EXPE | Expedia Group, Inc. | 1,300 | $332,644 | |
| PRU | Prudential Financial Inc | 3,000 | $323,790 | |
| LDOS | Leidos Holdings, Inc. | 3,100 | $319,207 | |
| DVA | Davita Inc. | 1,400 | $311,472 | |
| BBY | Best Buy Co Inc | 3,800 | $288,344 | |
| ADBE | Adobe Inc. | 1,400 | $287,028 | |
| PSA | Public Storage | 900 | $286,479 | |
| MAS | Masco Corp /De/ | 3,500 | $284,795 | |
| EQT | EQT Corp | 5,355 | $284,725 | |
| EXPD | Expeditors International Of Washington Inc | 1,700 | $277,066 | |
| CBRE | Cbre Group, Inc. | 2,000 | $269,380 | |
| CSL | Carlisle Companies Inc | 700 | $253,925 | |
| SYF | Synchrony Financial | 3,300 | $250,965 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EUAD | Select STOXX Europe Aerospace & Defense ETF | 61,423 | $2,502,373 | |
| VEA | Vanguard FTSE Developed Markets ETF | 38,461 | $2,464,580 | |
| COKE | Coca-Cola Consolidated, Inc. | 2,000 | $383,480 | |
| CHTR | Charter Communications, Inc. /Mo/ | 1,400 | $302,232 | |
| LBRDA | Liberty Broadband Corp | 6,000 | $301,320 | |
| RIO | Rio Tinto PLC | 3,100 | $289,199 | |
| AEG | Aegon Ltd. | 30,100 | $218,526 | |
| COP | Conocophillips | 1,593 | $210,276 | |
| No positions match the current search. | ||||
99 tracked positions ·
$139,973,895 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 99 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ENB |
Enbridge Inc
Energy
|
Added | 164,564 | $8,921,014 | 6.37% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 42,548 | $8,806,159 | 6.29% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 184,381 | $7,283,049 | 5.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 12,441 | $6,225,351 | 4.45% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Added | 96,235 | $6,057,993 | 4.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,250 | $5,973,772 | 4.27% | |
| SOBO |
South Bow Corp
Energy
|
Added | 159,522 | $5,621,555 | 4.02% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Added | 19,103 | $4,565,808 | 3.26% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 16,950 | $4,265,298 | 3.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,779 | $4,209,461 | 3.01% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,430 | $4,144,132 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,704 | $3,992,806 | 2.85% | |
| GLD |
Spdr Gold Trust
|
Added | 9,250 | $3,407,515 | 2.43% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,588 | $3,353,103 | 2.40% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 29,663 | $3,331,748 | 2.38% | |
| BKR |
Baker Hughes Co
Energy
|
NEW | 56,645 | $3,143,797 | 2.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 66,550 | $2,817,727 | 2.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 5,101 | $2,436,084 | 1.74% | |
| TRP |
Tc Energy Corp
Energy
|
Added | 36,357 | $2,410,105 | 1.72% | |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
Added | 62,140 | $2,392,390 | 1.71% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Added | 18,647 | $2,264,305 | 1.62% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,130 | $2,248,067 | 1.61% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 17,831 | $2,126,168 | 1.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,133 | $2,027,511 | 1.45% | |
| CVX |
Chevron Corp
Energy
|
Held | 11,698 | $1,939,060 | 1.39% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 21,758 | $1,812,658 | 1.29% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 10,959 | $1,700,069 | 1.21% | |
| SU |
Suncor Energy Inc
Energy
|
Added | 30,635 | $1,644,486 | 1.17% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Reduced | 17,381 | $1,509,366 | 1.08% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Held | 6,534 | $1,154,557 | 0.82% | |
| PAA |
Plains All American Pipeline LP
Energy
|
Added | 46,200 | $1,028,412 | 0.73% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
Added | 60,230 | $928,746 | 0.66% | |
| TS |
Tenaris SA
Energy
|
NEW | 14,200 | $787,958 | 0.56% | |
| SHEL |
Shell plc
Energy
|
Added | 10,100 | $783,154 | 0.56% | |
| CCJ |
Cameco Corp
Energy
|
Added | 7,127 | $725,956 | 0.52% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,300 | $667,680 | 0.48% | |
| EIX |
Edison International
Utilities
|
Reduced | 8,500 | $632,825 | 0.45% | |
| E |
Eni Spa
Energy
|
Added | 12,700 | $595,122 | 0.43% | |
| FTS |
Fortis Inc.
Utilities
|
Reduced | 10,173 | $582,200 | 0.42% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 2,200 | $572,968 | 0.41% | |
| NVS |
Novartis AG
Healthcare
|
Held | 3,400 | $532,848 | 0.38% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 700 | $528,920 | 0.38% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 6,300 | $526,554 | 0.38% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
Added | 4,558 | $524,170 | 0.37% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 2,500 | $515,025 | 0.37% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 12,184 | $493,573 | 0.35% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Added | 12,000 | $490,440 | 0.35% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Reduced | 6,800 | $486,880 | 0.35% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 19,800 | $486,090 | 0.35% | |
| FOXA |
Fox Corp
Communication Services
|
Added | 8,900 | $464,224 | 0.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.