| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 3 | Q2 2024 | 6.3% |
| APPLE INC | 3 | Q2 2024 | 6.1% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 4.4% |
| AMAZON COM INC | 3 | Q2 2024 | 4.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.4% |
| VANECK ETF TRUST | 3 | Q2 2024 | 3.0% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.8% |
| ALPHABET INC | 3 | Q2 2024 | 2.7% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 2.7% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q2 2024 | 2.5% |
View Sunpointe, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-20 |
View Sunpointe, 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.