Viewpoint Capital Management LLC

CIK
1906223
City
SEATTLE
State / Country
WA

Top Portfolio Positions

58 positions · $125,184,614 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AMZN
Amazon Com Inc
Consumer Cyclical
125,026 $26,039,165 20.80%
NVDA
Nvidia Corp
Technology
59,699 $10,411,505 8.32%
CAT
Caterpillar Inc
Industrials
12,801 $9,068,996 7.24%
BAC
Bank Of America Corp /De/
Financial Services
160,929 $7,845,288 6.27%
C
Citigroup Inc
Financial Services
58,640 $6,650,362 5.31%
MSFT
Microsoft Corp
Technology
13,569 $5,022,836 4.01%
GE
General Electric Co
Industrials
15,771 $4,475,336 3.57%
GEV
GE Vernova Inc.
Industrials
4,003 $3,494,218 2.79%
JNJ
Johnson & Johnson
Healthcare
13,743 $3,359,338 2.68%
AAPL
Apple Inc.
Technology
12,110 $3,073,396 2.46%

Portfolio Trend

18 quarters · across all stocks

Holdings in PRCH

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $1,436,151 200,300
2025-12-31 $1,903,605 208,500
2025-09-30 $3,522,122 209,900
2025-06-30 $2,457,036 208,400
2025-03-31 $1,493,721 204,900
2024-12-31 $909,708 184,900
2024-09-30 $281,519 183,400
2024-06-30 $273,310 181,000
2024-03-31 $775,800 180,000
2023-12-31 $585,200 190,000
2023-09-30 $118,041 147,000
2023-06-30 $175,260 127,000
2023-03-31 $78,650 55,000
2022-12-31 $28,200 15,000
2022-09-30 $33,750 15,000
2022-06-30 $38,400 15,000