CROSSPOINT FINANCIAL, LLC

CIK

1927769

Location

TUSTIN, CA

Portfolio Value

Micro $6,056,466

Diversification

Highly concentrated

Filing Date

Global Rank

#8,301 / 8,605 ▼ 76 · as of Mar 2026

Top Industry

Insurance - Diversified 70.0%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed May 13, 2026 · 57d

13 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+59.5%

SPY

+76.5%

Annualised alpha

-4.0%

Max drawdown

−13.9%

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

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

Top Position

63.1%

+20.1 pts

Top 5

88.4%

+9.9 pts

Top 10

100.0%

+2.3 pts

HHI

4,188

Highly concentrated+1,901

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	68.9%	$4,170,727	2
Technology	12.1%	$733,072	2
Unclassified	9.8%	$594,938	2
Communication Services	5.9%	$357,581	1
Industrials	3.3%	$200,148	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−14,075	2,646	$233,271
AAPL	Apple Inc.	−869	1,058	$268,509
MSFT	Microsoft Corp	−302	1,255	$464,563
META	Meta Platforms, Inc.	−260	625	$357,581
BRK-B	Berkshire Hathaway Inc	−229	7,973	$3,820,661
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AAAU	Goldman Sachs Physical Gold ETF	7,830	$361,667
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	3,807	$710,005
PLTR	Palantir Technologies Inc.	2,250	$399,937
AMZN	Amazon Com Inc	1,302	$300,527
COIN	Coinbase Global, Inc.	1,083	$244,909
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $6,056,466 total · as of Mar 31, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,973	-229	$3,820,661	−7.3%	63.08%
MSFT	Microsoft Corp Technology	Reduced	1,255	-302	$464,563	−38.3%	7.67%
AAAU	Goldman Sachs Physical Gold ETF	NEW	7,830	NEW	$361,667	NEW	5.97%
META	Meta Platforms, Inc. Communication Services	Reduced	625	-260	$357,581	−38.8%	5.90%
EWBC	East West Bancorp Inc Financial Services	Held	3,279	0	$350,066	−5.0%	5.78%
AAPL	Apple Inc. Technology	Reduced	1,058	-869	$268,509	−48.7%	4.43%
IAU	Ishares Gold Trust	Reduced	2,646	-14,075	$233,271	−82.8%	3.85%
VOYG	Voyager Technologies, Inc./TX Industrials	Held	8,557	0	$200,148	−10.5%	3.30%