BEARING POINT CAPITAL, LLC
Top Portfolio Positions
118 positions ·
$499,736,146 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
182,129 | $31,763,297 | 6.36% |
| AAPL |
Apple Inc.
Technology
|
94,727 | $24,040,765 | 4.81% |
| MSFT |
Microsoft Corp
Technology
|
40,704 | $15,067,399 | 3.02% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
69,899 | $14,557,864 | 2.91% |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
190,100 | $13,818,369 | 2.77% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,688 | $13,145,422 | 2.63% |
| AVGO |
Broadcom Inc.
Technology
|
41,661 | $12,894,496 | 2.58% |
| V |
Visa Inc.
Financial Services
|
41,572 | $12,564,721 | 2.51% |
| HWM |
Howmet Aerospace Inc.
Industrials
|
54,265 | $12,505,911 | 2.50% |
| PANW |
Palo Alto Networks Inc
Technology
|
77,853 | $12,481,392 | 2.50% |
Holdings in AGX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,786,793 | 19,805 | Shares | Sole | 2026-05-07 | |
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