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.