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Funds / Viewpoint Capital Management LLC
Institutional Fund

Viewpoint Capital Management LLC

Seattle, WACIK 19062235 filings on record

Portfolio Value
$214.00M
Q1 2026
Holdings
135
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-7.3%
from $230.86M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Amazon Com Inc12.2%
  • Vanguard Index Fds5.5%
  • Nvidia Corporation4.9%
  • Ishares Tr4.3%
  • Caterpillar Inc4.2%
  • Bank America Corp3.7%
  • Other65.3%

Portfolio Holdings

135 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Amazon Com Inc125.0K$26.04M12.2%+263Added
2Vanguard Index Fds19.6K$11.70M5.5%0Held
3Nvidia Corporation59.7K$10.41M4.9%310Reduced
4Ishares Tr48.2K$9.15M4.3%+683Added
5Caterpillar Inc12.8K$9.07M4.2%5Reduced
6Bank America Corp160.9K$7.85M3.7%4.4KReduced
7Citigroup Inc58.6K$6.65M3.1%2.3KReduced
8Spdr Series Trust62.9K$6.21M2.9%+3.7KAdded
9Vanguard Intl Equity Index F38.2K$5.57M2.6%880Reduced
10Microsoft Corp13.6K$5.02M2.3%113Reduced

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