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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%

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. <br><br> 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. <br><br> 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
$39.80Million
  as of May 13, 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 tr576,141
first tr exchng traded fd vi476,098
goldman sachs physical gold361,668
New stocks bought by CROSSPOINT FINANCIAL, LLC

Additions

Ticker% Inc.
direxion shares etf trust62.3
american centy etf tr54.9
dbx etf tr12.29
american centy etf tr11.95
first tr exchange-traded fd0.62
direxion shares etf trust0.00
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%
Others96.4
Technology1.8

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%
UNALLOCATED96.4
MEGA-CAP2.7

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%
Others97.3
S&P 5002.7
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.

$39.80MTotal Value
40.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of CROSSPOINT FINANCIAL, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
CROSSPOINT FINANCIAL, LLC's holding in Goldman Sachs Physical Gold over time
0.91%7,830
$361.7K
0.91%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
CROSSPOINT FINANCIAL, LLC's holding in Etf Ser Solutions over time
3.58%20,895
$1.42M
3.58%
decreased 4.57 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CROSSPOINT FINANCIAL, LLC's holding in American Centy Etf Tr over time
3.61%13,005
$1.44M
3.61%
increased 54.9 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CROSSPOINT FINANCIAL, LLC's holding in American Centy Etf Tr over time
3.58%21,170
$1.42M
3.58%
increased 11.95 percentadded
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
5%51,200
$1.99M
5%
decreased 5.19 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
1.33%14,291
$530.5K
1.33%
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
1.2%11,360
$476.1K
1.2%
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
0.9%9,604
$357.9K
0.9%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
33.14%336,908
$13.19M
33.14%
decreased 1.91 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
3.59%43,466
$1.43M
3.59%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
2.13%22,250
$845.9K
2.13%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
1.37%17,400
$544.3K
1.37%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
1.37%18,875
$543.4K
1.37%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
2.38%26,069
$946.3K
2.38%
decreased 11.9 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
CROSSPOINT FINANCIAL, LLC's holding in Innovator Etfs Trust over time
0.8%6,548
$319.8K
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
1.07%16,750
$427.6K
1.07%
increased 0.62 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
CROSSPOINT FINANCIAL, LLC's holding in Ishares Tr over time
5.52%50,359
$2.20M
5.52%
decreased 0.83 percentreduced
BRZU
Direxion Shs Etf Tr

Direxion Shs Etf Tr

BRZU
CROSSPOINT FINANCIAL, LLC's holding in Direxion Shs Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off