Viewpoint-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KBH",
  "MMM",
  "ABBV",
  null,
  "BABA",
  "GOOGL",
  "JOE",
  "AIG",
  "T",
  "CAT",
  null,
  null,
  null,
  null,
  null,
  "GIS",
  null,
  "HD",
  null,
  null,
  "SANA",
  "ISRG",
  "EMR",
  "MUB",
  "META",
  null,
  "PRCH",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "MSFT",
  "MS",
  "GE",
  "GPC",
  null,
  null,
  null,
  null,
  null,
  "IJR",
  "ORCL",
  null,
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  null,
  "IEMG",
  null,
  null,
  null,
  "IYR",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PG",
  "MRK",
  "VZ",
  "DGX",
  null,
  null,
  "GLD",
  null,
  "IBM",
  "SBUX",
  "UBER",
  "VO",
  "SCHW",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  "XLB",
  "IWN",
  null,
  "IWP",
  null,
  "AMZN",
  "NIO",
  null,
  "ABEV",
  null,
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VB",
  "VOO",
  "VTV",
  "WAT",
  null,
  null,
  null,
  null,
  "Z",
  null,
  "DVY",
  "JD",
  null,
  "IUSV",
  "GEV",
  null,
  null,
  null,
  "KMB",
  "BAC",
  "BHC",
  "BRK-B",
  "BDX",
  "BB",
  "BMY",
  "CELH",
  "CLOV",
  "C",
  "CLX",
  "KO",
  "COST",
  "DE",
  "EWJ",
  "EFA",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 140
Total Value: 185831624
Accession Number: 0001398344-25-008026
Form Type: 13F-HR
CIK: viewpoint-capital-management
Manager Name: Viewpoint-Capital-Management

Data Enrichment

66% identified

93 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

140 positions • $185.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

Sort by:

PEPSICO INC

PEP|713448108

Shares:17.0K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$185.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.7K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$185.8M)

HOME DEPOT, INC.

HD|437076102

Shares:6.8K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$185.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.4K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$185.8M)

ORACLE CORP

ORCL|68389X105

Shares:16.7K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$185.8M)

922908751

VB|922908751

Shares:10.4K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$185.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:33.7K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.8M)

464287655

IWM|464287655

Shares:9.9K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$185.8M)

464287465

EFA|464287465

Shares:23.8K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$185.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.9K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.8M)

464287234

EEM|464287234

Shares:40.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$185.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$185.8M)

464286806

Shares:42.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$185.8M)

Alphabet Inc.

GOOG|02079K107

Shares:9.9K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$185.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:12.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.8M)

Porch Group, Inc.

PRCH|733245104

Shares:204.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.8M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:24.7K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.8M)

CLOROX CO /DE/

CLX|189054109

Shares:10.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.8M)

MORGAN STANLEY

MS|617446448

Shares:12.1K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$185.8M)

AT&T INC.

T|00206R102

Shares:47.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	17.0K	QoQ +2.48% (+412) YoY +12.06% (-1.8K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$185.8M)	QoQ +1.05% (+$26.7K) YoY -3.99% (-$106.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.7K	QoQ +0.41% (+11) YoY +10.52% (+256)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$185.8M)	QoQ +3.64% (+$89.4K) YoY +42.67% (+$760.7K)
HOME DEPOT, INC.(HDcusip437076102)	6.8K	QoQ 0.00% (-0) YoY -0.14% (-10)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$185.8M)	QoQ -5.78% (-$153.9K) YoY -4.59% (-$120.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	14.4K	QoQ +2.74% (+385) YoY +11.08% (+1.4K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$185.8M)	QoQ +17.82% (+$362.1K) YoY +16.45% (+$338.3K)
ORACLE CORP(ORCLcusip68389X105)	16.7K	QoQ 0.00% (-0) YoY +0.02% (+5)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$185.8M)	QoQ -16.10% (-$448.5K) YoY +11.33% (+$238.0K)
(VBcusip922908751)	10.4K	QoQ +1.19% (-123) YoY +1.19% (-123)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$185.8M)	QoQ -6.60% (-$163.2K) YoY -1.83% (-$43.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	33.7K	QoQ +1.75% (+582) YoY +19.01% (+5.4K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.8M)	QoQ +9.72% (+$182.4K) YoY +33.85% (+$520.4K)
(IWMcusip464287655)	9.9K	QoQ +21.22% (+1.7K) YoY +184.79% (+6.4K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$185.8M)	QoQ +9.44% (+$170.2K) YoY +170.15% (+$1.2M)
(EFAcusip464287465)	23.8K	QoQ +9.67% (+2.1K) YoY +89.39% (+11.2K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$185.8M)	QoQ +18.55% (+$303.8K) YoY +93.82% (+$939.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.9K	QoQ +11.96% (+415) YoY +87.13% (+1.8K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.8M)	QoQ +2.70% (+$47.9K) YoY +97.63% (+$899.5K)
(EEMcusip464287234)	40.6K	QoQ +0.84% (+340) YoY +2.43% (+965)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$185.8M)	QoQ +5.37% (+$90.6K) YoY +8.96% (+$146.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.7K	QoQ -1.46% (-100) YoY -1.38% (-94)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$185.8M)	QoQ +0.82% (-$13.5K) YoY +20.77% (-$283.2K)
(cusip464286806)✕	42.7K	QoQ +4.62% (+1.9K) YoY +14.15% (+5.3K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$185.8M)	QoQ +21.92% (+$285.0K) YoY +33.31% (+$396.1K)
Alphabet Inc.(GOOGcusip02079K107)	9.9K	QoQ +12.67% (-1.1K) YoY +69.38% (+4.1K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$185.8M)	QoQ -7.56% (-$127.0K) YoY +73.80% (+$658.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	12.9K	QoQ 0.00% (+0) YoY -4.05% (-547)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.8M)	QoQ +10.56% (+$146.9K) YoY -1.83% (-$28.8K)
Porch Group, Inc.(PRCHcusip733245104)	204.9K	QoQ +10.81% (+20.0K) YoY +13.83% (+24.9K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.8M)	QoQ +64.19% (+$584.0K) YoY +92.53% (+$717.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	24.7K	QoQ +6.26% (+1.5K) YoY +25.72% (+5.1K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.8M)	QoQ +21.97% (+$267.5K) YoY +72.99% (+$626.5K)
CLOROX CO /DE/(CLXcusip189054109)	10.0K	QoQ +3.55% (-343) YoY +32.90% (+2.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.8M)	QoQ -6.11% (-$95.7K) YoY +27.81% (+$319.9K)
MORGAN STANLEY(MScusip617446448)	12.1K	QoQ -1.62% (-200) YoY -0.78% (-96)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$185.8M)	QoQ -8.70% (-$134.8K) YoY +22.93% (-$263.8K)
AT&T INC.(Tcusip00206R102)	47.4K	QoQ +7.26% (+3.2K) YoY +47.52% (+15.3K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.8M)	QoQ +33.22% (+$334.2K) YoY +137.04% (+$774.8K)