Viewpoint Capital Management LLC
•CIK: 1906223•Filing: Q4 2025
**Viewpoint Capital Management LLC** manages $231M across a diversified portfolio of 134 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding AMZN at $28.8M and VOO at $12.3M. Further top allocations include NVDA ($11.2M), BAC ($9.1M), and IWN ($8.6M). This structure suggests a conviction-driven approach targeting established market leaders and cyclical value plays.
Total AUM
$230.9M
QoQ Performance
+1.6%
Positions
74
Top 10 Concentration
45.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
VOO
AMZN12.5%
VOO5.3%
NVDA4.8%
BAC3.9%
IWN3.7%
TSLA3.6%
CAT3.2%
TRVC3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.2%
Consumer18.3%
Technology13.3%
ETF6.0%
Financial5.7%
Industrial5.7%
Healthcare2.6%
Consumer Staples1.8%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW3 new positions
↑32 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023