Viewpoint Capital Management LLC

CIK

1906223

Location

SEATTLE, WA

Portfolio Value

Small $125,733,777

Diversification

Diversified

Filing Date

Global Rank

#4,864 / 8,232 ▲ 28

Top Industry

Internet Retail 21.5%

3Y Alpha vs SPY

+2.9%

Period ended 2 months ago

Filed Apr 17, 2026 · 57d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.5%

SPY

+76.5%

Annualised alpha

+2.9%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.7%

+0.4 pts

Top 5

47.7%

+1.9 pts

Top 10

63.2%

−0.7 pts

HHI

714

Diversified+18

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	23.6%	$29,617,931	5
Financial Services	20.1%	$25,260,825	11
Technology	17.1%	$21,441,171	6
Industrials	14.6%	$18,405,932	6
Consumer Defensive	8.7%	$10,992,759	8
Healthcare	6.1%	$7,663,994	11
Communication Services	3.9%	$4,889,222	6
Unclassified	3.9%	$4,848,018	4
Energy	1.7%	$2,100,221	1
Real Estate	0.4%	$513,704	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+2,608	50,883	$1,475,098
MO	Altria Group, Inc.	+1,150	24,722	$1,631,404
AMZN	Amazon Com Inc	+263	125,026	$26,039,165
QQQ	Invesco Qqq Trust, Series 1	+240	4,005	$2,311,605
WAT	Waters Corp /De/	+135	950	$282,910
GOOGL	Alphabet Inc.	+73	5,026	$1,445,276
META	Meta Platforms, Inc.	+65	2,105	$1,204,333
GLD	Spdr Gold Trust	+25	925	$398,018
COST	Costco Wholesale Corp /New	+25	2,710	$2,700,325
MRK	Merck & Co., Inc.	+1	3,544	$426,307
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−16,194	2,454	$912,274
SOFI	SoFi Technologies, Inc.	−9,000	51,817	$822,853
PRCH	Porch Group, Inc.	−8,200	200,300	$1,436,151
BAC	Bank Of America Corp /De/	−4,355	160,929	$7,845,288
AIG	American International Group, Inc.	−3,350	37,444	$2,817,661
GIS	General Mills Inc	−2,500	6,864	$255,478
C	Citigroup Inc	−2,250	58,640	$6,650,362
JPM	Jpmorgan Chase & Co	−1,400	5,080	$1,494,332
BMY	Bristol Myers Squibb Co	−1,199	30,572	$1,854,191
CLX	Clorox Co /De/	−1,089	8,609	$892,150
KO	Coca Cola Co	−1,000	4,609	$350,514
AAPL	Apple Inc.	−1,000	12,110	$3,073,396
ORCL	Oracle Corp	−1,000	15,714	$2,311,686
PG	PROCTER & GAMBLE Co	−842	18,903	$2,730,349
MMM	3M Co	−750	3,394	$492,910
PEP	Pepsico Inc	−707	15,358	$2,384,943
DIS	Walt Disney Co	−673	3,389	$326,631
JNJ	Johnson & Johnson	−654	13,743	$3,359,338
NVDA	Nvidia Corp	−310	59,699	$10,411,505
JOE	ST JOE Co	−204	8,180	$513,704
IAU	Ishares Gold Trust	−195	8,049	$709,599
HD	Home Depot, Inc.	−150	6,410	$2,108,184
GEHC	GE HealthCare Technologies Inc.	−137	4,501	$320,381
GS	Goldman Sachs Group Inc	−125	945	$799,460
MSFT	Microsoft Corp	−113	13,569	$5,022,836
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	2,282	$219,414
VZ	Verizon Communications Inc	4,352	$218,470
BHC	Bausch Health Companies Inc.	17,900	$96,660
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	2,264	$402,426
IBM	International Business Machines Corp	810	$239,930
LLY	ELI LILLY & Co	206	$221,384
NIO	NIO Inc.	30,000	$153,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $125,733,777 total · as of Mar 31, 2026

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

Showing 1–50 of 59 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	Added	125,026	+263	$26,039,165	−9.6%	20.71%
NVDA	Nvidia Corp Technology	Reduced	59,699	-310	$10,411,505	−7.0%	8.28%
CAT	Caterpillar Inc Industrials	Reduced	12,801	-5	$9,068,996	+23.6%	7.21%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	160,929	-4,355	$7,845,288	−13.7%	6.24%
C	Citigroup Inc Financial Services	Reduced	58,640	-2,250	$6,650,362	−6.4%	5.29%
MSFT	Microsoft Corp Technology	Reduced	13,569	-113	$5,022,836	−24.1%	3.99%
GE	General Electric Co Industrials	Held	15,771	0	$4,475,336	−7.9%	3.56%
GEV	GE Vernova Inc. Industrials	Reduced	4,003	-5	$3,494,218	+33.4%	2.78%
JNJ	Johnson & Johnson Healthcare	Reduced	13,743	-654	$3,359,338	+12.7%	2.67%
AAPL	Apple Inc. Technology	Reduced	12,110	-1,000	$3,073,396	−13.8%	2.44%
AIG	American International Group, Inc. Financial Services	Reduced	37,444	-3,350	$2,817,661	−19.3%	2.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,903	-842	$2,730,349	−3.5%	2.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,710	+25	$2,700,325	+16.6%	2.15%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,358	-707	$2,384,943	+3.4%	1.90%
ORCL	Oracle Corp Technology	Reduced	15,714	-1,000	$2,311,686	−29.0%	1.84%
QQQ	Invesco Qqq Trust, Series 1	Added	4,005	+240	$2,311,605	−0.1%	1.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,410	-150	$2,108,184	−6.6%	1.68%
XOM	Exxon Mobil Corp Energy	Held	12,379	0	$2,100,221	+41.0%	1.67%
MS	Morgan Stanley Financial Services	Held	11,894	0	$1,957,395	−7.3%	1.56%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	30,572	-1,199	$1,854,191	+8.2%	1.47%
MO	Altria Group, Inc. Consumer Defensive	Added	24,722	+1,150	$1,631,404	+20.0%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,080	-1,400	$1,494,332	−28.4%	1.19%
T	At&T Inc. Communication Services	Added	50,883	+2,608	$1,475,098	+23.0%	1.17%
GOOGL	Alphabet Inc. Communication Services	Added	5,026	+73	$1,445,276	−6.8%	1.15%
PRCH	Porch Group, Inc. Financial Services	Reduced	200,300	-8,200	$1,436,151	−24.6%	1.14%
SPY	Spdr S&P 500 ETF Trust	Held	2,197	0	$1,428,796	−4.6%	1.14%
META	Meta Platforms, Inc. Communication Services	Added	2,105	+65	$1,204,333	−10.6%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,454	-16,194	$912,274	−89.1%	0.73%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	8,609	-1,089	$892,150	−8.8%	0.71%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	51,817	-9,000	$822,853	−48.3%	0.65%
GS	Goldman Sachs Group Inc Financial Services	Reduced	945	-125	$799,460	−15.0%	0.64%
IAU	Ishares Gold Trust	Reduced	8,049	-195	$709,599	+6.0%	0.56%
ABBV	AbbVie Inc. Healthcare	Reduced	3,022	-35	$657,254	−5.9%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,146	0	$549,163	−4.7%	0.44%
JOE	ST JOE Co Real Estate	Reduced	8,180	-204	$513,704	+3.2%	0.41%
MMM	3M Co Industrials	Reduced	3,394	-750	$492,910	−25.7%	0.39%
EMR	Emerson Electric Co Industrials	Held	3,725	0	$488,049	−1.3%	0.39%
SCHW	Schwab Charles Corp Financial Services	Held	5,000	0	$469,900	−5.9%	0.37%
MRK	Merck & Co., Inc. Healthcare	Added	3,544	+1	$426,307	+14.3%	0.34%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	2,010	0	$418,260	−0.3%	0.33%
GLD	Spdr Gold Trust	Added	925	+25	$398,018	+11.6%	0.32%
DE	Deere & Co Industrials	Held	686	0	$386,423	+21.0%	0.31%
GLW	Corning Inc /Ny Technology	Held	2,600	0	$353,522	+55.3%	0.28%
KO	Coca Cola Co Consumer Defensive	Reduced	4,609	-1,000	$350,514	−10.6%	0.28%
DIS	Walt Disney Co Communication Services	Reduced	3,389	-673	$326,631	−29.3%	0.26%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	4,501	-137	$320,381	−15.8%	0.25%
ISRG	Intuitive Surgical Inc Healthcare	Held	675	0	$311,168	−18.6%	0.25%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,361	-5	$301,111	+6.2%	0.24%
WAT	Waters Corp /De/ Healthcare	Added	950	+135	$282,910	−8.6%	0.23%
UBER	Uber Technologies, Inc Technology	Held	3,729	0	$268,226	−12.0%	0.21%