Grufity logo
Grufity logo

Latest Viewpoint Capital Management LLC Stock Portfolio

$196Million | No. of Holdings #120

Viewpoint Capital Management LLC Performance

2026 Q2+11.55%
YTD+7.62%
2025+19.29%

About Viewpoint Capital Management LLC and 13F Hedge Fund Stock Holdings

Viewpoint Capital Management LLC is a hedge fund based in Seattle, WA. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Viewpoint Capital Management LLC reported an equity portfolio of $196.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Viewpoint Capital Management LLC are AMZN, VB, NVDA. The fund has invested 9.4% of it's portfolio in AMAZON COM INC and 6.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off STATE STR SPDR S&P 500 ETF T (SPY), ISHARES TR (IJR) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), TESLA INC (TSLA) and SELECT SECTOR SPDR TR (XLB). Viewpoint Capital Management LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), DIREXION SHARES ETF TRUST (BRZU) and NUCOR CORP (NUE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (AAXJ) and VANGUARD INDEX FDS (VB).
Viewpoint Capital Management LLC Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$196Million
  as of Aug 04, 2026

Viewpoint Capital Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Viewpoint Capital Management LLC made a return of 11.55% in the last quarter. In trailing 12 months, it's portfolio return was 20.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc489,126
direxion shares etf trust300,580
nucor corp248,366
eli lilly & co243,693
ark etf tr208,677
themes etf tr119,283
New stocks bought by Viewpoint Capital Management LLC

Additions

Ticker% Inc.
vanguard world fd700
ishares tr604
vanguard index fds500
ishares tr300
ishares tr3.61
berkshire hathaway inc del3.14
ishares inc2.34
ishares tr0.73
Additions to existing portfolio by Viewpoint Capital Management LLC

Reductions

Ticker% Reduced
oracle corp-96.79
tesla inc-84.6
select sector spdr tr-74.49
select sector spdr tr-65.3
ishares tr-64.34
ishares inc-61.7
ishares gold tr-58.27
merck & co inc-56.77
Viewpoint Capital Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
themes etf tr-134,673
ishares tr-768,720
verizon communications inc-218,491
uber technologies inc-268,227
netflix inc.-219,414
state str spdr s&p 500 etf t-1,428,800
ishares tr-171,058
intuitive surgical inc-311,168
Viewpoint Capital Management LLC got rid off the above stocks

Sector Distribution

Viewpoint Capital Management LLC has about 48.7% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Technology
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Healthcare
Sector%
Others48.7
Consumer Cyclical10.7
Technology10.4
Financial Services10
Industrials7.8
Consumer Defensive4.5
Communication Services3.7
Healthcare3.1

Market Cap. Distribution

Viewpoint Capital Management LLC has about 49.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED48.7
MEGA-CAP43
LARGE-CAP6.2
SMALL-CAP1.6

Stocks belong to which Index?

About 48.7% of the stocks held by Viewpoint Capital Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others50.9
S&P 50048.7
Top 5 Winners (%)%
CLOV
clover health investments co
197.7 %
PRCH
porch group inc
109.5 %
EET
proshares tr
94.3 %
GLW
corning inc
87.9 %
DRN
direxion shares etf trust
70.2 %
Top 5 Winners ($)$
CAT
caterpillar inc
3.8 M
AMZN
amazon com inc
3.0 M
VB
vanguard index fds
1.7 M
PRCH
porch group inc
1.6 M
IJR
ishares tr
1.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.3 %
GLD
spdr gold tr
-26.4 %
T
at&t inc
-26.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.7 M
VAW
vanguard world fd
-1.0 M
BNDD
kraneshares trust
-0.4 M
T
at&t inc
-0.4 M
XOM
exxon mobil corp
-0.3 M

Viewpoint Capital Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Viewpoint Capital Management LLC

Viewpoint Capital Management LLC has 120 stocks in it's portfolio. About 46.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Viewpoint Capital Management LLC last quarter.

$196.31MTotal Value
141Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Viewpoint Capital Management LLC, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Viewpoint Capital Management LLC's holding in Ishares Tr over time
1.39%34,744
$2.72M
1.39%
decreased 23.46 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Viewpoint Capital Management LLC's holding in Ishares Tr over time
0.14%4,590
$285.5K
0.14%
decreased 37.04 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Viewpoint Capital Management LLC's holding in Ishares Tr over time
0.03%1,000
$53.2K
0.03%
increased 604.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Viewpoint Capital Management LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Viewpoint Capital Management LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ABEV
Ambev Sa

Ambev Sa

ABEV
Viewpoint Capital Management LLC's holding in Ambev Sa over time
0.03%16,300
$51.2K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Viewpoint Capital Management LLC's holding in Ishares Tr over time
0.63%16,740
$1.24M
0.63%
decreased 1.36 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.72%34,283
$1.42M
0.72%
decreased 22.19 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.21%5,872
$413.0K
0.21%
decreased 5.63 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.15%8,369
$288.7K
0.15%
decreased 40.68 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.11%4,379
$218.9K
0.11%
decreased 22.89 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.09%6,470
$182.2K
0.09%
decreased 22.93 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.04%4,241
$88.7K
0.04%
decreased 32.05 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.03%900
$51.9K
0.03%
decreased 61.7 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.02%490
$31.0K
0.02%
decreased 9.26 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0.01%160
$19.3K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Viewpoint Capital Management LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Viewpoint Capital Management LLC's holding in Wisdomtree Tr over time
0.52%23,972
$1.03M
0.52%
unchanged 0 percentunchanged