Latest CROSSPOINT FINANCIAL, LLC Stock Portfolio

$39.80Million– No. of Holdings #35

CROSSPOINT FINANCIAL, LLC Performance:

2026 Q1: -1.22%YTD: -1.22%2025: 10.73%

Performance for 2026 Q1 is -1.22%, and YTD is -1.22%, and 2025 is 10.73%.

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CROSSPOINT FINANCIAL, LLC reported an equity portfolio of $39.8 Millions as of 31 Mar, 2026.

The top stock holdings of CROSSPOINT FINANCIAL, LLC are BALT, , BGRN. The fund has invested 33.1% of it's portfolio in INNOVATOR ETFS TRUST and 9.6% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off NVIDIA CORPORATION (NVDA), PALANTIR TECHNOLOGIES INC (PLTR) and DIREXION SHS ETF TR (BRZU) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), APPLE INC (AAPL) and META PLATFORMS INC (META). CROSSPOINT FINANCIAL, LLC opened new stock positions in ISHARES TR, FIRST TR EXCHNG TRADED FD VI (AFLG) and GOLDMAN SACHS PHYSICAL GOLD (AAAU). The fund showed a lot of confidence in some stocks as they added substantially to DIREXION SHARES ETF TRUST (DRN), AMERICAN CENTY ETF TR (AEMB) and DBX ETF TR (HYRM).

CROSSPOINT FINANCIAL, LLC Equity Portfolio Value

Last Reported on: 13 May, 2026

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

Our best estimate is that CROSSPOINT FINANCIAL, LLC made a return of -1.22% in the last quarter. In trailing 12 months, it's portfolio return was 9.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	576,141
first tr exchng traded fd vi	476,098
goldman sachs physical gold	361,668

New stocks bought by CROSSPOINT FINANCIAL, LLC

Additions

Ticker	% Inc.
direxion shares etf trust	62.3
american centy etf tr	54.9
dbx etf tr	12.29
american centy etf tr	11.95
first tr exchange-traded fd	0.62
direxion shares etf trust	0.00

Additions to existing portfolio by CROSSPOINT FINANCIAL, LLC

Reductions

Ticker	% Reduced
ishares gold tr	-84.18
apple inc	-45.1
meta platforms inc	-29.38
microsoft corp	-19.4
innovator etfs trust	-11.9
ishares tr	-5.8
first tr exchng traded fd vi	-5.19
etf ser solutions	-4.57

CROSSPOINT FINANCIAL, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nvidia corporation	-709,986
palantir technologies inc	-399,938
direxion shs etf tr	-366,865
amazon com inc	-300,527
coinbase global inc	-244,932

CROSSPOINT FINANCIAL, LLC got rid off the above stocks

Sector Distribution

CROSSPOINT FINANCIAL, LLC has about 96.4% of it's holdings in Others sector.

Others
Technology

Sector	%
Others	96.4
Technology	1.8

Market Cap. Distribution

CROSSPOINT FINANCIAL, LLC has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP

Category	%
UNALLOCATED	96.4
MEGA-CAP	2.7

Stocks belong to which Index?

About 2.7% of the stocks held by CROSSPOINT FINANCIAL, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	97.3
S&P 500	2.7

Top 5 Winners (%)		%
IJR	ishares tr	9.1 %
AEMB	american centy etf tr	6.8 %
ACIO	etf ser solutions	6.6 %
IAU	ishares gold tr	5.0 %
BGLD	first tr exchange-traded fd	2.1 %

Top 5 Winners ($)		$
BALT	innovator etfs trust	0.2 M
ACIO	etf ser solutions	0.1 M
AEMB	american centy etf tr	0.1 M
IAU	ishares gold tr	0.1 M
IJR	ishares tr	0.0 M

Top 5 Losers (%)		%
MVST	microvast holdings inc	-83.2 %
MSFT	microsoft corp	-21.2 %
META	meta platforms inc	-11.4 %
	voyager technologies inc	-10.5 %
BGRN	ishares tr	-9.3 %

Top 5 Losers ($)		$
BGRN	ishares tr	-0.2 M
	berkshire hathaway inc del	-0.2 M
MSFT	microsoft corp	-0.2 M
	direxion shares etf trust	-0.1 M
META	meta platforms inc	-0.1 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 35 stocks in it's portfolio. About 73.9% of the portfolio is in top 10 stocks. BGRN proved to be the most loss making stock for the portfolio. BALT was the most profitable stock for CROSSPOINT FINANCIAL, LLC last quarter.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.91	7,830	361,668	new

AAPL	apple inc	0.68	1,058	268,489	reduced	-45.1

ACIO	etf ser solutions	3.58	20,895	1,424,520	reduced	-4.57

AEMB	american centy etf tr	3.61	13,005	1,436,580	added	54.9

AEMB	american centy etf tr	3.58	21,170	1,423,010	added	11.95

AFLG	first tr exchng traded fd vi	5.00	51,200	1,991,280	reduced	-5.19

AFLG	first tr exchng traded fd vi	1.33	14,291	530,481	unchanged	0.00

AFLG	first tr exchng traded fd vi	1.20	11,360	476,098	new

AFLG	first tr exchng traded fd vi	0.90	9,604	357,938	unchanged	0.00

AMZN	amazon com inc	0.00	0.00	0.00	sold off	-100

BALT	innovator etfs trust	33.14	336,908	13,187,800	reduced	-1.91

BALT	innovator etfs trust	3.59	43,466	1,429,480	unchanged	0.00

BALT	innovator etfs trust	2.13	22,250	845,881	unchanged	0.00

BALT	innovator etfs trust	1.37	17,400	544,272	unchanged	0.00

BALT	innovator etfs trust	1.37	18,875	543,411	unchanged	0.00

BAPR	innovator etfs trust	2.38	26,069	946,301	reduced	-11.9

BAPR	innovator etfs trust	0.80	6,548	319,835	unchanged	0.00

BGLD	first tr exchange-traded fd	1.07	16,750	427,630	added	0.62

BGRN	ishares tr	5.52	50,359	2,198,190	reduced	-0.83

BRZU	direxion shs etf tr	0.00	0.00	0.00	sold off	-100