Grufity logo
Grufity logo

Latest CROSSPOINT FINANCIAL, LLC Stock Portfolio

$43.67Million | No. of Holdings #39

CROSSPOINT FINANCIAL, LLC Performance

2026 Q2+9.66%
YTD+8.32%
2025+10.73%

About CROSSPOINT FINANCIAL, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, CROSSPOINT FINANCIAL, LLC reported an equity portfolio of $43.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CROSSPOINT FINANCIAL, LLC are BALT, , BGRN. The fund has invested 29.3% of it's portfolio in INNOVATOR ETFS TRUST and 8.8% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (BGLD), FIRST TR EXCHNG TRADED FD VI (BUFD) and ISHARES GOLD TR (IAU) stocks. They significantly reduced their stock positions in DIREXION SHARES ETF TRUST (DRN), FIRST TR EXCHNG TRADED FD VI (BUFD) and FIRST TR EXCHNG TRADED FD VI (AFLG). CROSSPOINT FINANCIAL, LLC opened new stock positions in FIDELITY MERRIMACK STR TR (FBND), FIDELITY COVINGTON TRUST (FBCG) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to DBX ETF TR (HYRM), APPLE INC (AAPL) and MICROSOFT CORP (MSFT).
CROSSPOINT FINANCIAL, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$43.67Million
  as of Aug 07, 2026

CROSSPOINT FINANCIAL, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CROSSPOINT FINANCIAL, LLC made a return of 9.66% in the last quarter. In trailing 12 months, it's portfolio return was 13.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity merrimack str tr906,617
fidelity covington trust884,074
american centy etf tr760,816
goldman sachs etf tr490,110
goldman sachs etf tr401,941
direxion shares etf trust375,330
amazon com inc243,346
New stocks bought by CROSSPOINT FINANCIAL, LLC

Additions

Ticker% Inc.
dbx etf tr30.41
apple inc12.95
microsoft corp0.24
Additions to existing portfolio by CROSSPOINT FINANCIAL, LLC

Reductions

Ticker% Reduced
direxion shares etf trust-66.67
first tr exchng traded fd vi-37.5
first tr exchng traded fd vi-27.99
first tr exchng traded fd vi-20.37
direxion shares etf trust-18.98
american centy etf tr-18.75
american centy etf tr-14.59
etf ser solutions-12.83
CROSSPOINT FINANCIAL, LLC reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchange-traded fd-427,630
first tr exchng traded fd vi-276,338
ishares gold tr-233,271
CROSSPOINT FINANCIAL, LLC got rid off the above stocks

Sector Distribution

CROSSPOINT FINANCIAL, LLC has about 95.8% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.8
Technology1.9

Market Cap. Distribution

CROSSPOINT FINANCIAL, LLC has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED95.8
MEGA-CAP3.2

Stocks belong to which Index?

About 3.2% of the stocks held by CROSSPOINT FINANCIAL, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.8
S&P 5003.2
Top 5 Winners (%)%
IJR
ishares tr
95.0 %
DRN
direxion shares etf trust
46.8 %
voyager technologies inc
37.9 %
BGRN
ishares tr
37.6 %
ACIO
etf ser solutions
36.9 %
Top 5 Winners ($)$
BALT
innovator etfs trust
0.9 M
BGRN
ishares tr
0.8 M
ACIO
etf ser solutions
0.5 M
direxion shares etf trust
0.3 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
MVST
microvast holdings inc
-71.9 %
AAAU
goldman sachs physical gold
-13.8 %
META
meta platforms inc
-1.6 %
Top 5 Losers ($)$
AAAU
goldman sachs physical gold
0.0 M
META
meta platforms inc
0.0 M
MVST
microvast holdings inc
0.0 M

CROSSPOINT FINANCIAL, LLC Holdings Map

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

Current Stock Holdings of CROSSPOINT FINANCIAL, LLC

CROSSPOINT FINANCIAL, LLC has 39 stocks in it's portfolio. About 68.6% of the portfolio is in top 10 stocks. AAAU proved to be the most loss making stock for the portfolio. BALT was the most profitable stock for CROSSPOINT FINANCIAL, LLC last quarter.

$43.67MTotal Value
42.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CROSSPOINT FINANCIAL, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
CROSSPOINT FINANCIAL, LLC's holding in Goldman Sachs Physical Gold over time
0.66%7,230
$286.1K
0.66%
decreased 7.66 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
CROSSPOINT FINANCIAL, LLC's holding in Etf Ser Solutions over time
3.96%18,215
$1.73M
3.96%
decreased 12.83 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CROSSPOINT FINANCIAL, LLC's holding in American Centy Etf Tr over time
3.17%11,108
$1.39M
3.17%
decreased 14.59 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CROSSPOINT FINANCIAL, LLC's holding in American Centy Etf Tr over time
2.87%17,200
$1.25M
2.87%
decreased 18.75 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CROSSPOINT FINANCIAL, LLC's holding in American Centy Etf Tr over time
1.74%8,341
$760.8K
1.74%
new position
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
CROSSPOINT FINANCIAL, LLC's holding in First Tr Exchng Traded Fd Vi over time
4.77%51,200
$2.08M
4.77%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
CROSSPOINT FINANCIAL, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.17%11,360
$511.5K
1.17%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
CROSSPOINT FINANCIAL, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.92%10,291
$402.3K
0.92%
decreased 27.99 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
CROSSPOINT FINANCIAL, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.87%9,604
$379.4K
0.87%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
29.32%305,289
$12.81M
29.32%
decreased 9.39 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
3.19%39,266
$1.39M
3.19%
decreased 9.66 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
1.83%19,950
$797.5K
1.83%
decreased 10.34 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
1.35%17,400
$588.2K
1.35%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
1.27%18,875
$556.7K
1.27%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
2.13%24,069
$930.3K
2.13%
decreased 7.67 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
0.8%6,548
$351.0K
0.8%
unchanged 0 percentunchanged
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
CROSSPOINT FINANCIAL, LLC's holding in First Tr Exchange-Traded Fd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
CROSSPOINT FINANCIAL, LLC's holding in Ishares Tr over time
6.49%46,680
$2.83M
6.49%
decreased 7.31 percentreduced