Latest Viewpoint Capital Management LLC Stock Portfolio

Viewpoint Capital Management LLC Performance:

2026 Q1: -3.52%YTD: -3.52%2025: 19.29%

Performance for 2026 Q1 is -3.52%, and YTD is -3.52%, and 2025 is 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 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Viewpoint Capital Management LLC reported an equity portfolio of $214 Millions as of 31 Mar, 2026.

The top stock holdings of Viewpoint Capital Management LLC are AMZN, VB, NVDA. The fund has invested 12.2% of it's portfolio in AMAZON COM INC and 5.5% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), INTERNATIONAL BUSINESS MACHS (IBM) and ISHARES TR (BGRN) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), GENERAL MILLS INC (GIS) and JPMORGAN CHASE & CO (JPM). Viewpoint Capital Management LLC opened new stock positions in NETFLIX INC. (NFLX), VERIZON COMMUNICATIONS INC (VZ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), THEMES ETF TR and WATERS CORP (WAT).

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

Our best estimate is that Viewpoint Capital Management LLC made a return of -3.52% in the last quarter. In trailing 12 months, it's portfolio return was 20.46%.

Performance
S&P 500

New Buys

Ticker	$ Bought
netflix inc.	219,414
verizon communications inc	218,491
ishares tr	111,830
bausch health cos inc	96,660
select sector spdr tr	50,479
vanguard index fds	266
ishares tr	109

New stocks bought by Viewpoint Capital Management LLC

Additions

Ticker	% Inc.
ishares inc	20,000
themes etf tr	271
waters corp	16.56
ishares tr	12.38
alphabet inc	10.83
ishares inc	10.48
direxion shares etf trust	7.75
invesco qqq tr	6.37

Additions to existing portfolio by Viewpoint Capital Management LLC

Reductions

Ticker	% Reduced
tesla inc	-86.84
general mills inc	-26.7
jpmorgan chase & co	-21.6
spdr series trust	-20.00
3m co	-18.1
coca cola co	-17.83
disney walt co	-16.57
ishares tr	-16.22

Viewpoint Capital Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nio inc	-153,000
ishares tr	-229,900
palantir technologies inc	-402,426
international business machs	-239,930
eli lilly & co	-221,384
ishares tr	-5,335

Viewpoint Capital Management LLC got rid off the above stocks

Sector Distribution

Viewpoint Capital Management LLC has about 44% of it's holdings in Others sector.

Sector	%
Others	44
Consumer Cyclical	13.8
Financial Services	10.9
Technology	10.7
Industrials	7
Consumer Defensive	5.1
Communication Services	3.7
Healthcare	3.4

Market Cap. Distribution

Viewpoint Capital Management LLC has about 54.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.8
UNALLOCATED	44
LARGE-CAP	6.1

Stocks belong to which Index?

About 54.2% of the stocks held by Viewpoint Capital Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.2
Others	45.4

Top 5 Winners (%)		%
GLW	corning inc	55.3 %
XOM	exxon mobil corp	41.0 %
XLB	select sector spdr tr	37.0 %
	ge vernova inc	33.5 %
CAT	caterpillar inc	23.7 %

Top 5 Winners ($)		$
CAT	caterpillar inc	1.7 M
	ge vernova inc	0.9 M
XOM	exxon mobil corp	0.6 M
JNJ	johnson & johnson	0.5 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
	themes etf tr	-50.8 %
Z	zillow group inc	-37.6 %
SOFI	sofi technologies inc	-36.4 %
SANA	sana biotechnology inc	-29.2 %
CLOV	clover health investments co	-25.1 %

Top 5 Losers ($)		$
AMZN	amazon com inc	-2.8 M
MSFT	microsoft corp	-1.5 M
BAC	bank america corp	-1.0 M
TSLA	tesla inc	-0.8 M
ORCL	oracle corp	-0.8 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 135 stocks in it's portfolio. About 45.6% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Viewpoint Capital Management LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.44	12,110	3,073,470	reduced	-7.63

AAXJ	ishares tr	1.47	45,394	3,155,340	unchanged	0.00

AAXJ	ishares tr	0.18	7,290	392,494	unchanged	0.00

AAXJ	ishares tr	0.00	100	10,615	unchanged	0.00

AAXJ	ishares tr	0.00	142	7,557	unchanged	0.00

AAXJ	ishares tr	0.00	2.00	38.00	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.31	3,022	657,255	reduced	-1.14

ABEV	ambev sa	0.02	16,300	47,596	unchanged	0.00

ACWF	ishares tr	0.56	16,970	1,192,480	added	2.41

ACWV	ishares inc	0.82	44,061	1,747,900	added	2.01

ACWV	ishares inc	0.25	14,109	541,645	reduced	-0.47

ACWV	ishares inc	0.17	6,222	357,827	unchanged	0.00

ACWV	ishares inc	0.13	5,679	276,681	unchanged	0.00

ACWV	ishares inc	0.11	8,395	233,045	reduced	-1.18

ACWV	ishares inc	0.07	6,241	144,105	unchanged	0.00

ACWV	ishares inc	0.06	2,350	128,757	reduced	-4.86

ACWV	ishares inc	0.02	540	36,612	unchanged	0.00

ACWV	ishares inc	0.01	201	24,725	added	20,000

ACWV	ishares inc	0.01	160	18,566	unchanged	0.00