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VCM
Viewpoint Capital Management Portfolio holdings
AUM
$196M
1-Year Est. Return
32.97%
This Fund
S&P 500
This Quarter
Est. Return
+18.2%
1 Year Est. Return
+32.97%
3 Year Est. Return
+119.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
-$17.7M
(-8.3%)
Cap. Flow
-$48M
Cap. Flow
% of AUM
-24.45%
Top 10 Holdings %
Top 10 Hldgs %
46.41%
Holding
140
New
5
Increased
7
Reduced
74
Closed
20
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Direxion Daily FTSE China Bull 3X ETF
YINN
|
+$443K |
| 2 |
Advanced Micro Devices
AMD
|
+$345K |
| 3 |
Nucor
NUE
|
+$252K |
| 4 |
Eli Lilly
LLY
|
+$207K |
| 5 |
ARK Innovation ETF
ARKK
|
+$197K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$12M |
| 2 |
Caterpillar
CAT
|
+$3.65M |
| 3 |
Oracle
ORCL
|
+$2.76M |
| 4 |
NVIDIA
NVDA
|
+$1.85M |
| 5 |
Bank of America
BAC
|
+$1.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 46.15% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.72% |
| 4 | Industrials | 9.85% |
| 5 | Technology | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$119B
| $282K | 0.14% |
2,761
-600
| -18% | -$60.4K |
|
77
SPDR Gold Trust
GLD
$149B
| $280K | 0.14% |
890
-35
| -4% | -$14.5K |
|
78
3M
MMM
$86.9B
| $264K | 0.13% |
1,630
-1,764
| -52% | -$267K |
|
79
iShares S&P India Nifty 50 Index Fund
INDY
$553M
| $261K | 0.13% |
6,005
| – | – |
|
80
Quest Diagnostics
DGX
$26.2B
| $254K | 0.13% |
1,200
| – | – |
|
81
iShares Gold Trust
IAU
$65.8B
| $254K | 0.13% |
3,359
-4,690
| -58% | -$398K |
|
|
82
Nucor
NUE
$59.2B
| $248K | 0.13% |
+1,115
| New | +$252K |
|
83
GE HealthCare
GEHC
$31.1B
| $247K | 0.13% |
3,856
-645
| -14% | -$42.4K |
|
84
Walt Disney
DIS
$182B
| $244K | 0.12% |
2,540
-849
| -25% | -$86.6K |
|
|
85
Eli Lilly
LLY
$1.02T
| $244K | 0.12% |
+203
| New | +$207K |
|
86
iShares MSCI Sweden ETF
EWD
$753M
| $219K | 0.11% |
4,379
-1,300
| -23% | -$66.8K |
|
87
Vanguard Industrials ETF
VIS
$8.01B
| $216K | 0.11% |
600
| – | – |
|
88
Coca-Cola
KO
$379B
| $215K | 0.11% |
2,642
-1,967
| -43% | -$155K |
|
89
Zillow
Z
$7.78B
| $212K | 0.11% |
6,724
-2,660
| -28% | -$102K |
|
|
90
ARK Innovation ETF
ARKK
$6.44B
| $209K | 0.11% |
+2,582
| New | +$197K |
|
91
Vanguard Consumer Discretionary ETF
VCR
$5.94B
| $207K | 0.11% |
521
| – | – |
|
92
Merck
MRK
$371B
| $197K | 0.1% |
1,532
-2,012
| -57% | -$236K |
|
93
iShares MSCI Australia ETF
EWA
$1.35B
| $182K | 0.09% |
6,470
-1,925
| -23% | -$55.8K |
|
94
iShares Russell 1000 Growth ETF
IWF
$126B
| $180K | 0.09% |
1,448
| – | – |
|
95
Vanguard Financials ETF
VFH
$13.9B
| $160K | 0.08% |
1,217
| – | – |
|
96
Tesla
TSLA
$1.4T
| $159K | 0.08% |
378
-2,076
| -85% | -$826K |
|
97
iShares US Real Estate ETF
IYR
$4.44B
| $158K | 0.08% |
1,547
-1,036
| -40% | -$105K |
|
98
Clover Health Investments
CLOV
$2.26B
| $157K | 0.08% |
30,000
| – | – |
|
99
WisdomTree International Equity Fund
DWM
$693M
| $154K | 0.08% |
2,100
-2,000
| -49% | -$147K |
|
100
KB Home
KBH
$3.2B
| $153K | 0.08% |
2,450
-2,520
| -51% | -$131K |
|
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Viewpoint Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Viewpoint Capital Management held 140 positions worth $196M, down 8.3% from $214M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Viewpoint Capital Management withdrew a net $48M in Q2 2026, closing 20 positions and reducing 74 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $1.43M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, up from 42% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Viewpoint Capital Management opened a new position in Direxion Daily FTSE China Bull 3X ETF worth $301K.
- Viewpoint Capital Management's largest Q2 2026 buy was Direxion Daily FTSE China Bull 3X ETF: 14,000 shares worth $301K.
- Viewpoint Capital Management added most to Leverage Shares 2X Long BMNR Daily ETF in Q2 2026, an estimated $166K increase.
- Viewpoint Capital Management's biggest Q2 2026 reduction was Amazon, cutting an estimated $12M.
- Viewpoint Capital Management fully exited State Street SPDR S&P 500 ETF Trust in Q2 2026, selling an estimated $1.43M.
- Viewpoint Capital Management's ten largest holdings make up 46% of its $196M portfolio in Q2 2026.
- Viewpoint Capital Management opened 5 new positions and closed 20 in Q2 2026.
- Viewpoint Capital Management's portfolio value fell 8.3% quarter-over-quarter to $196M.
Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.