Sunpointe, LLC
Top Portfolio Positions
186 positions ·
$169,810,203 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
106,626 | $18,595,574 | 10.95% |
| AAPL |
Apple Inc.
Technology
|
43,311 | $10,991,898 | 6.47% |
| AVGO |
Broadcom Inc.
Technology
|
23,348 | $7,226,439 | 4.26% |
| MSFT |
Microsoft Corp
Technology
|
15,878 | $5,877,559 | 3.46% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,357 | $5,072,832 | 2.99% |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,625 | $4,780,685 | 2.82% |
| JNJ |
Johnson & Johnson
Healthcare
|
15,530 | $3,796,153 | 2.24% |
| WMT |
Walmart Inc.
Consumer Defensive
|
26,768 | $3,326,727 | 1.96% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,551 | $3,103,682 | 1.83% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
7,676 | $2,594,104 | 1.53% |
Portfolio Trend
Holdings in NAD
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,226 | 41,324 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $496,714 | 41,324 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $242,509 | 20,745 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $234,211 | 20,745 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $238,982 | 20,745 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $241,886 | 20,745 | Shares | Sole | 2025-02-03 | |
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