Sunpointe, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 9, 2025
Value $
$252M
Signature - Title
Angela Pompian - Chief Compliance Officer
Location
St. Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Sunpointe, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sunpointe, LLC reported 236 stock holdings with total value $252M as of Q2 2025. Top holdings included NVDA, VTI, AAPL, MSFT, and BRKA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 236 $252M +$60.8M -$15.5M +$45.2M NVDA, VTI, AAPL, MSFT, BRKA 13F-HR 7/9/2025, 05:18 PM
Q1 2025 186 $188M +$11.6M -$16.6M -$5.03M NVDA, TAXF, VTI, VOO, AAPL 13F-HR 5/7/2025, 12:33 PM
Q4 2024 194 $199M +$81.4M -$6.64M +$74.8M TAXF, VTI, AAPL, BRKA, NVDA 13F-HR 2/3/2025, 08:14 AM
Q3 2024 170 $122M +$19.8M -$56.3M -$36.5M MSFT, AAPL, NVDA, VTI, AMZN 13F-HR 10/16/2024, 08:16 AM
Q2 2024 164 $154M +$69.7M -$4.9M +$64.8M SCHB, MSFT, AAPL, NVDA, VOO 13F-HR 7/19/2024, 08:12 PM
Q1 2024 137 $90M +$5.82M -$1.86M +$3.96M MSFT, AAPL, NVDA, AMZN, MOAT 13F-HR 4/15/2024, 02:34 PM
Q4 2023 132 $78.8M $0 $0 MSFT, AAPL, AMZN, VOO, NVDA 13F-HR 2/20/2024, 09:58 AM