$131 Million is the total value of Pointe Capital Management LLC's 147 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L P COM | 35 | Q3 2023 | 4.7% |
| MICROSOFT CORP COM | 35 | Q3 2023 | 2.3% |
| Plains All Amern Ppl | 35 | Q3 2023 | 2.0% |
| JPMORGAN CHASE & CO COM | 35 | Q3 2023 | 1.5% |
| MASTERCARD INCORPORATED CL A | 35 | Q3 2023 | 1.0% |
| UNION PACIFIC CORP COM | 35 | Q3 2023 | 0.9% |
| iShares Tr Msci Eafe | 35 | Q3 2023 | 1.0% |
| O REILLY AUTOMOTIVE INC NEW COM | 35 | Q3 2023 | 3.7% |
| PROCTER & GAMBLE CO COM | 35 | Q3 2023 | 0.6% |
| ORACLE CORPORATION | 35 | Q3 2023 | 2.9% |
View Pointe Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-26 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
View Pointe Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.