Vantage Point Financial LLC
Top Portfolio Positions
52 positions ·
$42,408,752 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
22,430 | $5,692,509 | 13.42% | |
| NVDA |
Nvidia Corp
Technology
|
28,477 | $4,966,388 | 11.71% | |
| CAT |
Caterpillar Inc
Industrials
|
6,194 | $4,388,201 | 10.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,481 | $2,391,147 | 5.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,714 | $1,930,677 | 4.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,841 | $1,639,768 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
4,247 | $1,572,111 | 3.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,173 | $1,078,890 | 2.54% | |
| OKLO |
Oklo Inc.
Utilities
|
21,233 | $1,052,944 | 2.48% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
7,144 | $1,045,024 | 2.46% |
Portfolio Trend
Holdings in NOTV
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,867 | 336,546 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $188,465 | 336,546 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $487,991 | 336,546 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $612,513 | 336,546 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $743,766 | 336,546 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,393,300 | 336,546 | Shares | Sole | 2025-01-24 | |
| No quarters match your search. | ||||||