Viewpoint Capital Management LLC

CIK

1906223

Location

SEATTLE, WA

Portfolio Value

Micro $10,992,759

Diversification

Diversified

Filing Date

Global Rank

#5,210 / 8,586 ▼ 90

Top Industry

Internet Retail 21.5%

3Y Alpha vs SPY

+2.8%

Period ended 3 months ago

Filed Apr 17, 2026 · 2mo

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

+90.8%

SPY

+78.1%

Annualised alpha

+2.8%

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
COST	Costco Wholesale Corp /New	+25	2,710	$2,700,325
GLD	Spdr Gold Trust	+25	925	$398,018
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
ORCL	Oracle Corp	−1,000	15,714	$2,311,686
AAPL	Apple Inc.	−1,000	12,110	$3,073,396
KO	Coca Cola Co	−1,000	4,609	$350,514
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

8 positions · $10,992,759 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,903	-842	$2,730,349	−3.5%	24.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,710	+25	$2,700,325	+16.6%	24.56%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,358	-707	$2,384,943	+3.4%	21.70%
MO	Altria Group, Inc. Consumer Defensive	Added	24,722	+1,150	$1,631,404	+20.0%	14.84%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	8,609	-1,089	$892,150	−8.8%	8.12%
KO	Coca Cola Co Consumer Defensive	Reduced	4,609	-1,000	$350,514	−10.6%	3.19%
GIS	General Mills Inc Consumer Defensive	Reduced	6,864	-2,500	$255,478	−41.3%	2.32%
ABEV	Ambev S.A. Consumer Defensive	Held	16,300	0	$47,596	+18.2%	0.43%