Viewpoint-Investment-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", null, "GOOGL", null, null, null, "MA", "MSFT", null, null, "AAPL", "NVDA", "GLD", "VWO", null, "LBRDA", "TSM", null, "TPL", "VPL", "VGK", null, "VT", "VOO", null, null, "BRK-B", "BHP", "CVX", "COST", "GOOG", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 33
- Total Value
- 185161973
- Accession Number
- 0000897069-25-000824
- Form Type
- 13F-HR
- Manager Name
- Viewpoint-Investment-Partners
Data Enrichment
67% identified22 identified11 unidentified
Holdings
33 positions • $185.2M total value
Manager:
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84858T772
Shares:24.9K
Value:$833.2K
% of Portfolio:0.4% ($833.2K/$185.2M)
92206C565
Shares:9.6K
Value:$660.6K
% of Portfolio:0.4% ($660.6K/$185.2M)
032108664
Shares:8.1K
Value:$582.7K
% of Portfolio:0.3% ($582.7K/$185.2M)
Shares:1.7K
Value:$277.2K
% of Portfolio:0.1% ($277.2K/$185.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip84858T772)✕ | 24.9K | QoQ NEW(+24.9K) YoY NEW(+24.9K) | All Managers (Combined) | $833.2K | 0.4% ($833.2K/$185.2M) | QoQ NEW(+$833.2K) YoY NEW(+$833.2K) |
9.9K | QoQ NEW(+9.9K) YoY NEW(+9.9K) | All Managers (Combined) | $715.3K | 0.4% ($715.3K/$185.2M) | QoQ NEW(+$715.3K) YoY NEW(+$715.3K) | |
(cusip92206C565)✕ | 9.6K | QoQ NEW(+9.6K) YoY NEW(+9.6K) | All Managers (Combined) | $660.6K | 0.4% ($660.6K/$185.2M) | QoQ NEW(+$660.6K) YoY NEW(+$660.6K) |
Alphabet Inc.(GOOGLcusip02079K305) | 4.3K | All Managers (Combined) | $657.4K | 0.4% ($657.4K/$185.2M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $600.4K | 0.3% ($600.4K/$185.2M) | QoQ NEW(+$600.4K) YoY NEW(+$600.4K) |
(cusip032108664)✕ | 8.1K | QoQ NEW(+8.1K) YoY NEW(+8.1K) | All Managers (Combined) | $582.7K | 0.3% ($582.7K/$185.2M) | QoQ NEW(+$582.7K) YoY NEW(+$582.7K) |
CHEVRON CORP(CVXcusip166764100) | 3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $518.6K | 0.3% ($518.6K/$185.2M) | QoQ NEW(+$518.6K) YoY NEW(+$518.6K) |
6.0K | All Managers (Combined) | $510.0K | 0.3% ($510.0K/$185.2M) | |||
Alphabet Inc.(GOOGcusip02079K107) | 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $366.4K | 0.2% ($366.4K/$185.2M) | QoQ NEW(+$366.4K) YoY NEW(+$366.4K) |
BHP Group Ltd(BHPcusip088606108) | 7.0K | QoQ NEW(+7.0K) YoY NEW(+7.0K) | All Managers (Combined) | $339.5K | 0.2% ($339.5K/$185.2M) | QoQ NEW(+$339.5K) YoY NEW(+$339.5K) |
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $277.2K | 0.1% ($277.2K/$185.2M) | QoQ NEW(+$277.2K) YoY NEW(+$277.2K) | |
200 | QoQ NEW(+200) YoY NEW(+200) | All Managers (Combined) | $265.0K | 0.1% ($265.0K/$185.2M) | QoQ NEW(+$265.0K) YoY NEW(+$265.0K) | |
Mastercard Inc(MAcusip57636Q104) | 400 | QoQ NEW(+400) YoY NEW(+400) | All Managers (Combined) | $219.2K | 0.1% ($219.2K/$185.2M) | QoQ NEW(+$219.2K) YoY NEW(+$219.2K) |