StockDriftsStockDriftsTop 50 Viewpoint Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 9.36% | 77.1K | $18.4M | -38.34%(-47.93K) | $169.70(+54.71%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.85% | 19.6K | $13.5M | +0.00%(+0) | $409.56(+74.01%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.17% | 50.7K | $10.1M | -15.06%(-8.99K) | $25.60(+783.08%) | 2026-06-30 | |
| IWN | ISHARES TR | 4.87% | 43.2K | $9.6M | -10.49%(-5.06K) | $153.83(+47.27%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.69% | 8.7K | $9.2M | -32.43%(-4.15K) | $272.50(+219.07%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 3.67% | 126.5K | $7.2M | -21.40%(-34.44K) | $43.07(+51.14%) | 2026-06-30 | |
| C | CITIGROUP INC | 3.21% | 45.1K | $6.3M | -23.12%(-13.56K) | $64.71(+116.58%) | 2026-06-30 | |
| XHB | SPDR SERIES TRUST | 3.11% | 52.8K | $6.1M | -15.93%(-10.02K) | $84.91(+28.40%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.88% | 36.7K | $5.7M | -3.85%(-1.47K) | $122.19(+30.90%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.59% | 13.6K | $5.1M | -13.89%(-2.19K) | $62.04(+496.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.90% | +85.63% | — | — | +57.97% |
| Top 20 Holdings Unweighted | +22.89% | +85.60% | — | — | +71.27% |
Viewpoint Capital Management LLC reports $196.31M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (9.4%), VOO (6.8%) and NVDA (5.2%). The top 20 holdings account for 64.19% of reported assets. Its disclosed equity book has returned +85.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Viewpoint Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906223). View Viewpoint Capital Management LLC’s 13F filings on SEC