$135 Million is the total value of Pointe Capital Management LLC's 144 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 6.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $9,768,297 | +1.3% | 94,544 | +4.0% | 7.22% | -0.9% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $8,770,566 | +0.8% | 116,707 | +1.5% | 6.48% | -1.4% |
V | Buy | VISA INCstock | $8,089,457 | +871.0% | 3,517 | +0.3% | 5.98% | +850.1% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $7,441,329 | +0.4% | 27,976 | +3.8% | 5.50% | -1.8% |
SHY | Buy | ISHARES 1-3 YR TREASURY BOND ETFetf | $5,766,062 | +0.9% | 71,212 | +1.0% | 4.26% | -1.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $5,539,294 | +2.2% | 15,813 | -0.5% | 4.09% | 0.0% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,948,735 | +0.2% | 82,974 | +3.8% | 2.92% | -1.9% |
MSFT | Sell | MICROSOFTstock | $2,825,331 | -8.2% | 8,948 | -1.0% | 2.09% | -10.2% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $2,597,168 | +3.8% | 54,300 | +6.1% | 1.92% | +1.5% |
AAPL | Sell | APPLE INCstock | $2,597,256 | -15.5% | 15,170 | -4.3% | 1.92% | -17.3% |
GLD | Buy | SPDR GOLD ETFetf | $2,313,546 | +8.8% | 13,494 | +13.1% | 1.71% | +6.4% |
CSQ | Sell | CALAMOS STRATEGIC TOTAL RETURN FDcef | $2,151,579 | -5.2% | 152,919 | -0.7% | 1.59% | -7.3% |
COST | COSTCO WHOLESALE CORPstock | $1,949,112 | +4.9% | 3,450 | 0.0% | 1.44% | +2.6% | |
USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $1,917,711 | +3.2% | 55,249 | +4.9% | 1.42% | +0.9% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $1,851,615 | -6.5% | 12,768 | -6.2% | 1.37% | -8.6% |
ETY | Buy | EATON VANCE TAX MANAGEDcef | $1,749,622 | -7.4% | 151,614 | +0.0% | 1.29% | -9.4% |
AMZN | Buy | AMAZON.COM INCstock | $1,616,966 | -2.3% | 12,720 | +0.2% | 1.20% | -4.4% |
CRESCENT ENERGY COMPANY CL A COMstock | $1,421,482 | +21.3% | 112,459 | 0.0% | 1.05% | +18.6% | ||
EXG | Buy | EATON VANCE TAX MANAGED GLOBAL EQUITYcef | $1,286,743 | -6.4% | 174,592 | +0.6% | 0.95% | -8.4% |
LNG | Sell | CHENIERE ENERGY INC COM NEWstock | $1,273,411 | -6.3% | 7,673 | -14.0% | 0.94% | -8.3% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $1,271,812 | -4.4% | 7,196 | +1.3% | 0.94% | -6.5% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,233,720 | +9.3% | 9,357 | +0.3% | 0.91% | +6.8% |
FB | Buy | META PLATFORMS INC CL Astock | $1,182,527 | +13.2% | 3,939 | +8.2% | 0.87% | +10.8% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $1,182,815 | +11.6% | 7,791 | +16.0% | 0.87% | +9.1% |
RTX | Buy | RTX CORPORATION COMstock | $1,137,342 | -26.4% | 15,803 | +0.1% | 0.84% | -28.1% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L Pstock | $1,126,626 | -1.6% | 41,163 | -5.2% | 0.83% | -3.7% |
FLTR | Sell | VANECK IG FLOATING RATE ETFetf | $1,064,203 | -43.8% | 42,080 | -43.9% | 0.79% | -45.1% |
AMLP | Sell | ALPS TRUST ETF ALERIAN MLPetf | $1,040,977 | +7.0% | 24,668 | -0.6% | 0.77% | +4.6% |
NFJ | Buy | VIRTUS DIVIDEND INTEREST & PR COMcef | $1,003,261 | -5.8% | 88,549 | +1.6% | 0.74% | -7.8% |
CSCO | Buy | CISCO SYS INCstock | $987,034 | +4.2% | 18,360 | +0.3% | 0.73% | +1.8% |
MA | MASTERCARD INCstock | $968,396 | +0.7% | 2,446 | 0.0% | 0.72% | -1.7% | |
COP | Buy | CONOCOPHILLIPS COMstock | $931,924 | +16.0% | 7,779 | +0.3% | 0.69% | +13.3% |
BKR | Buy | BAKER HUGHES INCstock | $907,618 | +12.1% | 25,697 | +0.4% | 0.67% | +9.8% |
UNH | Buy | UNITEDHEALTH GROUPstock | $885,358 | +5.3% | 1,756 | +0.3% | 0.65% | +3.0% |
XOM | Buy | EXXON MOBIL CORP COMstock | $870,639 | +9.6% | 7,405 | +0.0% | 0.64% | +7.2% |
PM | Buy | PHILIP MORRIS INTL INCstock | $857,939 | +0.8% | 9,267 | +6.3% | 0.63% | -1.4% |
GOOGL | GOOGLE INCstock | $845,356 | +9.3% | 6,460 | 0.0% | 0.62% | +7.0% | |
ODFL | Sell | OLD DOMINION FREIGHT LINE INC COMstock | $841,601 | +8.5% | 2,057 | -1.9% | 0.62% | +6.1% |
JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $840,892 | -0.2% | 15,700 | +3.1% | 0.62% | -2.4% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $824,102 | -2.7% | 3,305 | +2.0% | 0.61% | -4.8% |
Buy | LINDE PLC SHSstock | $799,063 | -2.0% | 2,146 | +0.3% | 0.59% | -4.2% | |
BSV | Sell | VANGUARD SHORT TERM BONDetf | $796,652 | -11.3% | 10,598 | -10.9% | 0.59% | -13.1% |
ET | Sell | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPstock | $786,816 | +4.1% | 56,081 | -5.8% | 0.58% | +1.8% |
TJX | Buy | TJX COS INC NEW COMstock | $772,138 | +4.8% | 8,687 | +0.0% | 0.57% | +2.5% |
LLY | Sell | ELI LILLY & CO COMstock | $764,336 | +12.2% | 1,423 | -2.1% | 0.56% | +9.7% |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $739,644 | -0.2% | 9,807 | 0.0% | 0.55% | -2.5% | |
CVX | Buy | CHEVRON CORP NEW COMstock | $703,989 | +7.4% | 4,175 | +0.3% | 0.52% | +5.1% |
ORCL | Buy | ORACLE CORPORATIONstock | $696,636 | -10.8% | 6,577 | +0.3% | 0.52% | -12.7% |
WMB | Sell | WILLIAMS COS INC COMstock | $687,647 | -11.1% | 20,411 | -13.9% | 0.51% | -13.0% |
PG | PROCTER AND GAMBLE CO COMstock | $671,539 | -3.9% | 4,604 | 0.0% | 0.50% | -6.1% | |
TXN | Buy | TEXAS INSTRS INC COMstock | $651,623 | -8.3% | 4,098 | +3.9% | 0.48% | -10.3% |
UNP | UNION PAC CORP COMstock | $616,795 | -0.5% | 3,029 | 0.0% | 0.46% | -2.6% | |
VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $614,262 | -3.5% | 2,892 | +0.1% | 0.45% | -5.6% |
QCOM | Buy | QUALCOMM INCstock | $612,385 | -6.5% | 5,514 | +0.2% | 0.45% | -8.7% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $608,222 | -4.6% | 8,764 | +0.3% | 0.45% | -6.7% |
ORLY | O REILLY AUTOMOTIVE INCstock | $606,210 | -4.9% | 667 | 0.0% | 0.45% | -6.9% | |
HACK | Buy | ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUNDetf | $605,304 | +2.0% | 11,731 | +0.0% | 0.45% | -0.2% |
KMB | Sell | KIMBERLY-CLARK CORP COMstock | $596,757 | -32.3% | 4,938 | -22.7% | 0.44% | -33.8% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $592,574 | +11.6% | 8,598 | +17.4% | 0.44% | +9.2% |
SYK | STRYKER CORPstock | $572,777 | -10.4% | 2,096 | 0.0% | 0.42% | -12.4% | |
WFC | Buy | WELLS FARGO CO NEW COMstock | $560,395 | +25.2% | 13,715 | +30.8% | 0.41% | +22.5% |
GS | Buy | GOLDMAN SACHS GROUP INCstock | $527,419 | +0.8% | 1,630 | +0.4% | 0.39% | -1.3% |
ETJ | Buy | EATON VANCE RISK MANAGED DIVERSIFIED EQUITYcef | $517,708 | -6.1% | 67,410 | +0.5% | 0.38% | -8.2% |
DHR | DANAHER CORPstock | $511,999 | +3.3% | 2,065 | 0.0% | 0.38% | +1.1% | |
MRK | Buy | MERCK & CO INCstock | $495,498 | -10.5% | 4,813 | +0.4% | 0.37% | -12.4% |
OKE | ONEOK INC NEW COMstock | $493,612 | +2.8% | 7,782 | 0.0% | 0.36% | +0.6% | |
BAC | Buy | BANK AMERICA CORP COMstock | $470,361 | -4.2% | 17,179 | +0.4% | 0.35% | -6.5% |
ICE | Buy | INTERCONTINENTALEXCHINTLstock | $469,895 | -2.2% | 4,271 | +0.5% | 0.35% | -4.4% |
MDT | Buy | MEDTRONIC PLC SHSstock | $467,104 | -10.7% | 5,961 | +0.4% | 0.34% | -12.7% |
AMP | AMERIPRISE FINANCIAL INC.stock | $465,508 | -0.7% | 1,412 | 0.0% | 0.34% | -2.8% | |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $463,131 | +7.2% | 10,445 | +0.5% | 0.34% | +4.9% |
CARR | CARRIER GLOBAL CORPORATION COMstock | $453,910 | +11.0% | 8,223 | 0.0% | 0.34% | +8.4% | |
PEP | PEPSICO INC COMstock | $449,524 | -8.5% | 2,653 | 0.0% | 0.33% | -10.5% | |
QQQJ | Buy | INVESCO NASDAQ NEXT GEN 100 ETFetf | $448,612 | -5.7% | 18,207 | +0.0% | 0.33% | -7.8% |
ZBH | Buy | ZIMMER HLDGS INCstock | $439,005 | -22.7% | 3,912 | +0.3% | 0.32% | -24.5% |
IRT | INDEPENDENCE RLTY TR INC COMreit | $437,085 | -22.8% | 31,065 | 0.0% | 0.32% | -24.4% | |
FDX | Buy | FEDEX CORPstock | $430,495 | +7.6% | 1,625 | +0.7% | 0.32% | +5.3% |
NFLX | NETFLIX COM INCstock | $427,821 | -14.3% | 1,133 | 0.0% | 0.32% | -16.2% | |
NVS | Buy | NOVARTIS AG ADRadr | $422,820 | +1.5% | 4,151 | +0.5% | 0.31% | -1.0% |
ETN | Buy | EATON CORP PLC SHSstock | $420,162 | +6.7% | 1,970 | +0.6% | 0.31% | +4.0% |
SCHW | Buy | CHARLES SCHWAB CORPstock | $419,985 | -2.7% | 7,650 | +0.4% | 0.31% | -4.9% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $417,385 | +0.3% | 2,617 | +4.0% | 0.31% | -1.9% |
CFG | Sell | CITIZENS FINL GROUP INC COMstock | $414,140 | -1.0% | 15,453 | -3.7% | 0.31% | -3.2% |
LOW | Buy | LOWES COS INC COMstock | $397,182 | -7.5% | 1,911 | +0.4% | 0.29% | -9.6% |
ALB | Sell | ALBEMARLE CORPstock | $390,072 | -42.3% | 2,294 | -24.3% | 0.29% | -43.5% |
IWP | Buy | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $387,781 | -1.8% | 4,245 | +3.9% | 0.29% | -4.0% |
VT | Sell | VANGUARD TOTAL WORLD STOCK ETFetf | $384,740 | -6.1% | 4,129 | -2.2% | 0.28% | -8.1% |
VUG | VANGUARD GROWTH ETFetf | $371,975 | -3.8% | 1,366 | 0.0% | 0.28% | -5.8% | |
COF | Buy | CAPITAL ONE FINANCIAL CORPstock | $370,343 | -10.7% | 3,816 | +0.7% | 0.27% | -12.5% |
ABT | ABBOTT LABS COMstock | $369,289 | -11.2% | 3,813 | 0.0% | 0.27% | -13.1% | |
FTV | Buy | FORTIVE CORP COMstock | $369,984 | -0.3% | 4,989 | +0.6% | 0.27% | -2.5% |
OTIS | OTIS WORLDWIDE CORP COMstock | $367,499 | -9.8% | 4,576 | 0.0% | 0.27% | -11.7% | |
PFE | PFIZER INC COMstock | $366,031 | -9.6% | 11,035 | 0.0% | 0.27% | -11.8% | |
AZN | Buy | ASTRAZENECA PLC- SPONS ADRadr | $364,672 | -4.8% | 5,385 | +0.6% | 0.27% | -6.9% |
CRM | Buy | SALESFORCE COMstock | $352,634 | +7.6% | 1,739 | +12.1% | 0.26% | +5.7% |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $346,962 | -0.9% | 1,477 | +2.8% | 0.26% | -3.4% |
FISV | Buy | FISERV INCstock | $346,222 | -9.8% | 3,065 | +0.7% | 0.26% | -11.7% |
CB | CHUBB LIMITED COMstock | $341,832 | +8.1% | 1,642 | 0.0% | 0.25% | +5.9% | |
BLW | Buy | BLACKROCK LIMITED DURATION INCOME TRUSTcef | $334,429 | +5.3% | 25,965 | +5.3% | 0.25% | +2.9% |
LEN | LENNAR CORP CL Astock | $333,884 | -10.4% | 2,975 | 0.0% | 0.25% | -12.4% | |
VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $329,817 | -3.6% | 8,411 | -0.0% | 0.24% | -5.4% |
BA | Buy | BOEING CO COMstock | $318,764 | -8.6% | 1,663 | +0.7% | 0.24% | -10.6% |
RKT | Buy | ROCKET COS INC COM CL Astock | $317,957 | +10.8% | 38,870 | +21.4% | 0.24% | +8.3% |
SPY | Buy | SPDR S&P 500 ETFetf | $313,839 | -3.5% | 734 | +0.1% | 0.23% | -5.7% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $312,059 | +3.9% | 5,447 | +34.6% | 0.23% | +1.8% |
KMI | Sell | KINDER MORGAN INCstock | $309,350 | -21.8% | 18,658 | -18.8% | 0.23% | -23.4% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $307,450 | -31.3% | 1,974 | -27.0% | 0.23% | -32.8% |
HUBB | HUBBELL INC COMstock | $305,888 | -5.5% | 976 | 0.0% | 0.23% | -7.4% | |
IVV | ISHARES S&P 500 INDEXetf | $299,742 | -3.7% | 698 | 0.0% | 0.22% | -6.0% | |
MIY | Sell | MUNIYIELD MICH INSD FD INCcef | $294,742 | -14.7% | 29,682 | -5.0% | 0.22% | -16.5% |
HD | HOME DEPOTstock | $293,095 | -2.7% | 970 | 0.0% | 0.22% | -4.8% | |
SRE | Buy | SEMPRA ENERGYstock | $290,080 | -6.5% | 4,264 | +100.0% | 0.21% | -8.5% |
IWN | Buy | ISHARES RUSSELL 2000 VALUEetf | $286,688 | +1.4% | 2,115 | +5.3% | 0.21% | -0.9% |
CTVA | Buy | CORTEVA INC COMstock | $286,847 | -10.7% | 5,607 | +0.1% | 0.21% | -12.4% |
NVDA | Sell | NVIDIA CORPORATION COMstock | $281,874 | +2.2% | 648 | -0.6% | 0.21% | 0.0% |
MPLX | Sell | MPLX LP COM UNIT REPSTG LTD PARTNER INTstock | $278,478 | -12.9% | 7,829 | -16.9% | 0.21% | -14.5% |
BAX | Buy | BAXTER INTL INC COMstock | $272,445 | -16.7% | 7,219 | +0.6% | 0.20% | -18.6% |
NEA | Sell | NUVEEN AMT FREE QLTY MUN INCME COMcef | $271,582 | -12.5% | 28,056 | -1.2% | 0.20% | -14.5% |
DE | DEERE & CO COMstock | $264,166 | -6.9% | 700 | 0.0% | 0.20% | -8.9% | |
PAA | Sell | PLAINS ALL AMERICAN PIPELINE LPstock | $262,263 | -0.9% | 17,119 | -8.8% | 0.19% | -3.0% |
VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $250,006 | -4.3% | 1,609 | 0.0% | 0.18% | -6.1% | |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $248,258 | -4.7% | 876 | +0.7% | 0.18% | -7.1% |
MNST | Buy | MONSTER BEVERAGE CORPstock | $243,676 | -7.2% | 4,602 | +0.7% | 0.18% | -9.1% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $233,879 | +1.9% | 1,229 | +0.7% | 0.17% | 0.0% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $223,362 | -1.6% | 6,734 | +0.0% | 0.16% | -3.5% |
ORI | OLD REP INTL CORP COMstock | $218,725 | +7.0% | 8,119 | 0.0% | 0.16% | +5.2% | |
C | CITIGROUP INCstock | $214,740 | -10.7% | 5,221 | 0.0% | 0.16% | -12.6% | |
CVS | CVS HEALTH CORP COMstock | $212,113 | +1.0% | 3,038 | 0.0% | 0.16% | -1.3% | |
EVV | Sell | EATON VANCE LTD DURATION INCOME FDcef | $212,277 | -6.8% | 23,482 | -3.5% | 0.16% | -8.7% |
NSC | NORFOLK SOUTHERN CRPstock | $210,912 | -13.2% | 1,071 | 0.0% | 0.16% | -14.8% | |
D | Buy | DOMINION RESOURCES INCstock | $209,592 | -13.2% | 4,692 | +0.7% | 0.16% | -14.8% |
TRGP | Sell | TARGA RES CORP COMstock | $207,871 | -12.6% | 2,425 | -22.4% | 0.15% | -14.4% |
SCZ | New | ISHARES MSCI EAFE SMALL CAP ETFetf | $207,301 | – | 3,671 | +100.0% | 0.15% | – |
MO | ALTRIA GROUP INC COMstock | $207,138 | -7.2% | 4,926 | 0.0% | 0.15% | -9.5% | |
O | REALTY INCOME CORP COMreit | $204,454 | -16.5% | 4,094 | 0.0% | 0.15% | -18.4% | |
WMT | New | WALMART INC COMstock | $200,552 | – | 1,254 | +100.0% | 0.15% | – |
DSL | Buy | DOUBLELINE INCOME SOLUTIONS FUNDcef | $147,048 | -1.5% | 12,547 | +0.1% | 0.11% | -3.5% |
SOFI | SOFI TECHNOLOGIES INC COMstock | $147,735 | -4.2% | 18,490 | 0.0% | 0.11% | -6.0% | |
EVG | EATON VANCE SHORT DURATION DIVERSIFIED Icef | $121,163 | +5.7% | 11,684 | 0.0% | 0.09% | +3.4% | |
KMF | Sell | KAYNE ANDERSON MIDSTREAM ENERGY FD COM USD0.001cef | $107,758 | -11.9% | 15,135 | -12.1% | 0.08% | -13.0% |
IHIT | INVESCO HIG INCM 2023 TARG TRM COMcef | $102,150 | -8.2% | 15,000 | 0.0% | 0.08% | -10.7% | |
CHW | CALAMOS GLOBAL DYNAMIC INCOME FDcef | $65,649 | -8.0% | 11,850 | 0.0% | 0.05% | -9.3% | |
OLO | OLO INC CL Astock | $63,981 | -6.2% | 10,558 | 0.0% | 0.05% | -9.6% | |
GENERAL ELECTRIC CO COM NEWstock | $5,085 | -99.0% | 4,600 | 0.0% | 0.00% | -99.0% | ||
GNSS | Exit | GENASYS INC COMstock | $0 | – | -12,939 | -100.0% | -0.02% | – |
DTE | Exit | DTE ENERGY CO COMstock | $0 | – | -1,829 | -100.0% | -0.15% | – |
CMS | Exit | CMS ENERGY CORP COMstock | $0 | – | -3,515 | -100.0% | -0.16% | – |
ENB | Exit | ENBRIDGE INC COMstock | $0 | – | -5,612 | -100.0% | -0.16% | – |
YUM | Exit | YUM! BRANDS INCstock | $0 | – | -1,532 | -100.0% | -0.16% | – |
CCI | Exit | CROWN CASTLE INTL CORPreit | $0 | – | -1,881 | -100.0% | -0.16% | – |
TEL | Exit | TE CONNECTIVITY LTDstock | $0 | – | -1,591 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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 | 2024-02-06 |
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 |
13F-HR | 2022-02-11 |
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.