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

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464287168

DVY|464287168

Shares:9.7K

Value:$1.3M

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

Meta Platforms, Inc.

META|30303M102

Shares:2.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$185.8M)

GE Vernova Inc.

GEV|36828A101

Shares:4.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$185.8M)

922042858

VWO|922042858

Shares:26.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$185.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.8M)

464287473

IWS|464287473

Shares:8.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$185.8M)

97717W422

Shares:24.0K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$185.8M)

46434V738

Shares:16.6K

Value:$996.7K

% of Portfolio:0.5% ($996.7K/$185.8M)

25460G195

Shares:20.8K

Value:$861.7K

% of Portfolio:0.5% ($861.7K/$185.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.2K

Value:$806.4K

% of Portfolio:0.4% ($806.4K/$185.8M)

921943858

VEA|921943858

Shares:15.7K

Value:$797.7K

% of Portfolio:0.4% ($797.7K/$185.8M)

46434G103

IEMG|46434G103

Shares:14.6K

Value:$789.4K

% of Portfolio:0.4% ($789.4K/$185.8M)

ZILLOW GROUP, INC.

Z|98954M200

Shares:11.2K

Value:$766.8K

% of Portfolio:0.4% ($766.8K/$185.8M)

81369Y605

Shares:14.2K

Value:$709.4K

% of Portfolio:0.4% ($709.4K/$185.8M)

464287481

IWP|464287481

Shares:6.0K

Value:$704.9K

% of Portfolio:0.4% ($704.9K/$185.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.2K

Value:$677.5K

% of Portfolio:0.4% ($677.5K/$185.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.1K

Value:$640.5K

% of Portfolio:0.3% ($640.5K/$185.8M)

3M CO

MMM|88579Y101

Shares:4.2K

Value:$610.8K

% of Portfolio:0.3% ($610.8K/$185.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$599.7K

% of Portfolio:0.3% ($599.7K/$185.8M)

78464A870

Shares:7.0K

Value:$567.7K

% of Portfolio:0.3% ($567.7K/$185.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DVYcusip464287168)	9.7K	QoQ +0.54% (+53) YoY +12.35% (+1.1K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.8M)	QoQ +2.85% (+$36.2K) YoY +22.48% (+$239.4K)
Meta Platforms, Inc.(METAcusip30303M102)	2.2K	QoQ -0.73% (-16) YoY +0.18% (+4)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$185.8M)	QoQ -2.28% (-$29.1K) YoY +18.92% (+$198.0K)
GE Vernova Inc.(GEVcusip36828A101)	4.0K	QoQ -1.52% (-62) YoY NEW(+4.0K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$185.8M)	QoQ -8.60% (-$115.1K) YoY NEW(+$1.2M)
(VWOcusip922042858)	26.8K	QoQ 0.00% (+0) YoY +0.81% (+216)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$185.8M)	QoQ +2.77% (+$32.7K) YoY +11.01% (+$120.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.1K	QoQ -0.38% (-8) YoY -0.09% (-2)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.8M)	QoQ -4.92% (-$59.7K) YoY +6.84% (-$73.8K)
(IWScusip464287473)	8.4K	QoQ -5.09% (-450) YoY -5.51% (-490)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$185.8M)	QoQ -7.56% (-$86.5K) YoY -5.03% (-$56.0K)
(cusip97717W422)✕	24.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$185.8M)	QoQ -3.44% (-$37.4K) YoY +0.34% (+$3.6K)
(cusip46434V738)✕	16.6K	QoQ +3.23% (+520) YoY +10.09% (+1.5K)	All Managers (Combined)	$996.7K	0.5% ($996.7K/$185.8M)	QoQ +15.04% (+$130.3K) YoY +14.47% (+$126.0K)
(cusip25460G195)✕	20.8K	QoQ 0.00% (+0) YoY +206.48% (+14.0K)	All Managers (Combined)	$861.7K	0.5% ($861.7K/$185.8M)	QoQ +48.42% (+$281.2K) YoY +506.97% (+$719.8K)
Alphabet Inc.(GOOGLcusip02079K305)	5.2K	QoQ -3.22% (-174) YoY -4.53% (-248)	All Managers (Combined)	$806.4K	0.4% ($806.4K/$185.8M)	QoQ -20.94% (-$213.7K) YoY -2.19% (-$18.1K)
(VEAcusip921943858)	15.7K	QoQ 0.00% (+0) YoY +4.99% (+747)	All Managers (Combined)	$797.7K	0.4% ($797.7K/$185.8M)	QoQ +6.29% (+$47.2K) YoY +6.37% (+$47.8K)
(IEMGcusip46434G103)	14.6K	QoQ +16.29% (+2.0K) YoY +1079.59% (+13.4K)	All Managers (Combined)	$789.4K	0.4% ($789.4K/$185.8M)	QoQ +20.19% (+$132.6K) YoY +1133.77% (+$725.4K)
ZILLOW GROUP, INC.(Zcusip98954M200)	11.2K	QoQ -9.10% (-1.1K) YoY -34.60% (-5.9K)	All Managers (Combined)	$766.8K	0.4% ($766.8K/$185.8M)	QoQ -15.84% (-$144.3K) YoY -8.08% (-$67.5K)
(cusip81369Y605)✕	14.2K	QoQ -2.06% (-300) YoY -2.06% (-300)	All Managers (Combined)	$709.4K	0.4% ($709.4K/$185.8M)	QoQ +0.93% (-$6.6K) YoY +15.81% (-$96.9K)
(IWPcusip464287481)	6.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$704.9K	0.4% ($704.9K/$185.8M)	QoQ -7.30% (-$55.6K) YoY +2.93% (+$20.1K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.2K	QoQ -2.51% (-32) YoY -3.87% (-50)	All Managers (Combined)	$677.5K	0.4% ($677.5K/$185.8M)	QoQ -6.98% (-$50.9K) YoY +25.73% (-$138.7K)
AbbVie Inc.(ABBVcusip00287Y109)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$640.5K	0.3% ($640.5K/$185.8M)	QoQ +17.90% (+$97.3K) YoY +15.05% (+$83.8K)
3M CO(MMMcusip88579Y101)	4.2K	QoQ -2.46% (-105) YoY -2.46% (-105)	All Managers (Combined)	$610.8K	0.3% ($610.8K/$185.8M)	QoQ +10.96% (-$60.4K) YoY +35.04% (-$158.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ 0.00% (+0) YoY +2.73% (+30)	All Managers (Combined)	$599.7K	0.3% ($599.7K/$185.8M)	QoQ +17.49% (+$89.3K) YoY +30.11% (+$138.8K)
(cusip78464A870)✕	7.0K	QoQ +250.00% (+5.0K) YoY +600.00% (+6.0K)	All Managers (Combined)	$567.7K	0.3% ($567.7K/$185.8M)	QoQ +215.17% (+$387.6K) YoY +498.27% (+$472.8K)