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Funds / Bearing Point Capital, LLC
Institutional Fund

Bearing Point Capital, LLC

Bloomington, MNCIK 20529165 filings on record

Portfolio Value
$638.37M
Q1 2026
Holdings
166
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.2%
from $639.67M

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

  • Nvidia Corporation5.0%
  • Apple Inc3.8%
  • Lattice Strategies Tr2.6%
  • Vaneck ETF Trust2.5%
  • Microsoft Corp2.4%
  • Amazon Com Inc2.3%
  • Other81.5%

Portfolio Holdings

166 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation182.1K$31.76M5.0%10.4KReduced
2Apple Inc94.7K$24.04M3.8%1.7KReduced
3Lattice Strategies Tr422.7K$16.66M2.6%+142.7KAdded
4Vaneck ETF Trust134.6K$16.16M2.5%24Reduced
5Microsoft Corp40.7K$15.07M2.4%+2.4KAdded
6Amazon Com Inc69.9K$14.56M2.3%+1.2KAdded
7Archer Daniels Midland Co190.1K$13.82M2.2%+100Added
8Jpmorgan Chase & Co.44.7K$13.15M2.1%3.7KReduced
9Broadcom Inc41.7K$12.89M2.0%1.9KReduced
10Visa Inc41.6K$12.56M2.0%+661Added

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