Viewpoint Capital Management LLC

CIK

1906223

Location

SEATTLE, WA

Portfolio Value

Small $105,447,679

Diversification

Diversified

Filing Date

Global Rank

#5,826 / 8,517 ▼ 510

Top Industry

Internet Retail 18.0%

3Y Alpha vs SPY

+29.6%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical 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

+239.6%

SPY

+75.3%

Annualised alpha

+29.7%

Max drawdown

−22.3%

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 13 quarters. Past performance does not predict future results.

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.4%

−1.8 pts

Top 5

48.6%

+4.2 pts

Top 10

66.3%

+6.6 pts

HHI

669

Diversified+34

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	22.0%	$23,222,975	11
Consumer Cyclical	20.0%	$21,037,995	5
Industrials	18.3%	$19,345,357	6
Technology	16.5%	$17,398,515	6
Consumer Defensive	8.5%	$8,944,756	8
Healthcare	6.1%	$6,398,493	11
Communication Services	3.6%	$3,819,650	4
Unclassified	3.3%	$3,479,230	3
Energy	1.0%	$1,040,029	1
Real Estate	0.5%	$512,313	1
Basic Materials	0.2%	$248,366	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BRK-B	Berkshire Hathaway Inc	+36	1,182	$591,460
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−47,933	77,093	$18,374,345
BAC	Bank Of America Corp /De/	−34,435	126,494	$7,207,628
AIG	American International Group, Inc.	−17,145	20,299	$1,512,884
ORCL	Oracle Corp	−15,210	504	$73,861
C	Citigroup Inc	−13,559	45,081	$6,309,536
GOOGL	Alphabet Inc.	−10,381	5,054	$1,806,147
NVDA	Nvidia Corp	−8,990	50,709	$10,146,363
T	At&T Inc.	−8,064	42,819	$886,353
BMY	Bristol Myers Squibb Co	−7,645	22,927	$1,321,053
MO	Altria Group, Inc.	−6,291	18,431	$1,326,110
BHC	Bausch Health Companies Inc.	−5,100	12,800	$63,104
XOM	ExxonMobil Holdings Corp	−4,772	7,607	$1,040,029
IAU	Ishares Gold Trust	−4,690	3,359	$253,638
CAT	Caterpillar Inc	−4,151	8,650	$9,211,385
MSFT	Microsoft Corp	−3,971	9,598	$3,580,245
MS	Morgan Stanley	−3,800	8,094	$1,691,969
AAPL	Apple Inc.	−3,661	8,449	$2,444,802
GIS	General Mills Inc	−3,550	3,314	$115,327
PG	PROCTER & GAMBLE Co	−2,906	15,997	$2,345,800
CLX	Clorox Co /De/	−2,764	5,845	$557,846
JPM	Jpmorgan Chase & Co	−2,712	2,368	$775,117
KBH	Kb Home	−2,520	2,450	$153,345
GE	General Electric Co	−2,190	13,581	$5,075,627
JNJ	Johnson & Johnson	−2,184	11,559	$2,935,639
TSLA	Tesla, Inc.	−2,076	378	$158,986
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	842	$489,126
NUE	Nucor Corp	1,115	$248,366
LLY	ELI LILLY & Co	203	$243,484
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	10,453	$2,737,849
IBB	iShares Biotechnology ETF	14,486	$2,445,961
SPY	Spdr S&P 500 ETF Trust	2,197	$1,428,796
VEA	Vanguard FTSE Developed Markets ETF	15,352	$983,756
ZG	Zillow Group, Inc.	9,384	$388,309
ISRG	Intuitive Surgical Inc	675	$311,168
UBER	Uber Technologies, Inc	3,729	$268,226
NFLX	Netflix Inc	2,282	$219,414
VZ	Verizon Communications Inc	4,352	$218,470
XLB	State Street Materials Select Sector SPDR ETF	120	$5,996
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $105,447,679 total · filing declares 120 positions · $196,311,294 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	77,093	-47,933	$18,374,345	−29.4%	17.43%
NVDA	Nvidia Corp Technology	Reduced	50,709	-8,990	$10,146,363	−2.5%	9.62%
CAT	Caterpillar Inc Industrials	Reduced	8,650	-4,151	$9,211,385	+1.6%	8.74%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	126,494	-34,435	$7,207,628	−8.1%	6.84%
C	Citigroup Inc Financial Services	Reduced	45,081	-13,559	$6,309,536	−5.1%	5.98%
GE	General Electric Co Industrials	Reduced	13,581	-2,190	$5,075,627	+13.4%	4.81%
GEV	GE Vernova Inc. Industrials	Reduced	3,468	-535	$4,074,414	+16.6%	3.86%
MSFT	Microsoft Corp Technology	Reduced	9,598	-3,971	$3,580,245	−28.7%	3.40%
PRCH	Porch Group, Inc. Financial Services	Reduced	199,200	-1,100	$2,995,968	+108.6%	2.84%
JNJ	Johnson & Johnson Healthcare	Reduced	11,559	-2,184	$2,935,639	−12.6%	2.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,935	-70	$2,897,734	+25.4%	2.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	2,710	0	$2,535,123	−6.1%	2.40%
AAPL	Apple Inc. Technology	Reduced	8,449	-3,661	$2,444,802	−20.5%	2.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,997	-2,906	$2,345,800	−14.1%	2.22%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,867	-543	$2,069,173	−1.9%	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,054	-10,381	$1,806,147	−59.2%	1.71%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,284	-2,074	$1,798,653	−24.6%	1.71%
MS	Morgan Stanley Financial Services	Reduced	8,094	-3,800	$1,691,969	−13.6%	1.60%
AIG	American International Group, Inc. Financial Services	Reduced	20,299	-17,145	$1,512,884	−46.3%	1.43%
MO	Altria Group, Inc. Consumer Defensive	Reduced	18,431	-6,291	$1,326,110	−18.7%	1.26%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	22,927	-7,645	$1,321,053	−28.8%	1.25%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,607	-4,772	$1,040,029	−50.5%	0.99%
SOFI	SoFi Technologies, Inc. Financial Services	Held	51,817	0	$929,078	+12.9%	0.88%
T	At&T Inc. Communication Services	Reduced	42,819	-8,064	$886,353	−39.9%	0.84%
META	Meta Platforms, Inc. Communication Services	Reduced	1,567	-538	$882,675	−26.7%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,368	-2,712	$775,117	−48.1%	0.74%
GLW	Corning Inc /Ny Technology	Held	2,600	0	$664,118	+87.9%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,182	+36	$591,460	+7.7%	0.56%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	5,845	-2,764	$557,846	−37.5%	0.53%
ABBV	AbbVie Inc. Healthcare	Reduced	2,152	-870	$541,529	−17.6%	0.51%
JOE	ST JOE Co Real Estate	Held	8,180	0	$512,313	−0.3%	0.49%
AMD	Advanced Micro Devices Inc Technology	NEW	842	NEW	$489,126	NEW	0.46%
SCHW	Schwab Charles Corp Financial Services	Held	5,000	0	$461,350	−1.8%	0.44%
GS	Goldman Sachs Group Inc Financial Services	Reduced	445	-500	$450,059	−43.7%	0.43%
DE	Deere & Co Industrials	Held	686	0	$435,150	+12.6%	0.41%
WAT	Waters Corp /De/ Healthcare	Held	950	0	$356,288	+25.9%	0.34%
GLD	Spdr Gold Trust	Reduced	890	-35	$327,858	−17.6%	0.31%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	1,210	-800	$297,926	−28.8%	0.28%
EMR	Emerson Electric Co Industrials	Reduced	1,990	-1,735	$284,868	−41.6%	0.27%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,761	-600	$282,146	−6.3%	0.27%
MMM	3M Co Industrials	Reduced	1,630	-1,764	$263,913	−46.5%	0.25%
DGX	Quest Diagnostics Inc Healthcare	Held	1,200	0	$254,340	+8.1%	0.24%
IAU	Ishares Gold Trust	Reduced	3,359	-4,690	$253,638	−64.3%	0.24%
NUE	Nucor Corp Basic Materials	NEW	1,115	NEW	$248,366	NEW	0.24%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	3,856	-645	$246,822	−23.0%	0.23%
DIS	Walt Disney Co Communication Services	Reduced	2,540	-849	$244,475	−25.2%	0.23%
LLY	ELI LILLY & Co Healthcare	NEW	203	NEW	$243,484	NEW	0.23%
KO	Coca Cola Co Consumer Defensive	Reduced	2,642	-1,967	$214,715	−38.7%	0.20%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,532	-2,012	$196,862	−53.8%	0.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	378	-2,076	$158,986	−82.6%	0.15%

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.