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VCM

Viewpoint Capital Management Portfolio holdings

AUM $214M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
-1.83%
1 Year Est. Return
+28.5%
3 Year Est. Return
+105.41%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
-$16.9M
Cap. Flow
-$8.62M
Cap. Flow %
-4.03%
Top 10 Hldgs %
45.64%
Holding
141
New
7
Increased
28
Reduced
42
Closed
6

Top Buys

Rank Stock Value
1
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$401K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$376K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$320K
4
VZ icon
Verizon
VZ
+$202K
5
NFLX icon
Netflix
NFLX
+$201K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$6.67M
2
JPM icon
JPMorgan Chase
JPM
+$425K
3
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$419K
4
PLTR icon
Palantir
PLTR
+$402K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 13.84%
2 Financials 11.8%
3 Technology 10.02%
4 Industrials 8.6%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
Z icon
76
Zillow
Z
$7.33B
$388K 0.18%
9,384
-900
-9% -$47.9K
DE icon
77
Deere & Co
DE
$159B
$386K 0.18%
686
– –
EWJ icon
78
iShares MSCI Japan ETF
EWJ
$22.1B
$372K 0.17%
4,407
– –
EWN icon
79
iShares MSCI Netherlands ETF
EWN
$574M
$358K 0.17%
6,222
– –
XLE icon
80
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
$358K 0.17%
5,840
– –
GLW icon
81
Corning
GLW
$139B
$354K 0.17%
2,600
– –
KO icon
82
Coca-Cola
KO
$354B
$350K 0.16%
4,609
-1,000
-18% -$75.6K
DIS icon
83
Walt Disney
DIS
$167B
$327K 0.15%
3,389
-673
-17% -$71.1K
GEHC icon
84
GE HealthCare
GEHC
$28.2B
$320K 0.15%
4,501
-137
-3% -$10.8K
ISRG icon
85
Intuitive Surgical
ISRG
$125B
$311K 0.15%
675
– –
SBUX icon
86
Starbucks
SBUX
$119B
$301K 0.14%
3,361
-5
-0.1% -$473
DWM icon
87
WisdomTree International Equity Fund
DWM
$666M
$287K 0.13%
4,100
– –
WAT icon
88
Waters Corp
WAT
$35.9B
$283K 0.13%
950
+135
+17% +$46.2K
EWD icon
89
iShares MSCI Sweden ETF
EWD
$517M
$277K 0.13%
5,679
– –
UBER icon
90
Uber
UBER
$146B
$268K 0.13%
3,729
– –
VGT icon
91
Vanguard Information Technology ETF
VGT
$142B
$263K 0.12%
3,016
– –
KBH icon
92
KB Home
KBH
$3.37B
$257K 0.12%
4,970
– –
GIS icon
93
General Mills
GIS
$19.8B
$255K 0.12%
6,864
-2,500
-27% -$109K
INDY icon
94
iShares S&P India Nifty 50 Index Fund
INDY
$553M
$254K 0.12%
6,005
– –
IYR icon
95
iShares US Real Estate ETF
IYR
$4.52B
$244K 0.11%
2,583
– –
DGX icon
96
Quest Diagnostics
DGX
$22.8B
$235K 0.11%
1,200
– –
EWA icon
97
iShares MSCI Australia ETF
EWA
$1.34B
$233K 0.11%
8,395
-100
-1% -$2.81K
NFLX icon
98
Netflix
NFLX
$285B
$219K 0.1%
+2,282
New +$201K
VZ icon
99
Verizon
VZ
$183B
$218K 0.1%
+4,352
New +$202K
VIS icon
100
Vanguard Industrials ETF
VIS
$8.11B
$187K 0.09%
600
– –
2 3
4
5 6

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TSS
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CCM
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SIA
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Viewpoint Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Viewpoint Capital Management held 141 positions worth $214M, down 7.3% from $231M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Viewpoint Capital Management withdrew a net $8.62M in Q1 2026, closing 6 positions and reducing 42 holdings. Its most notable exit was Palantir, an estimated $402K position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 14% of assets, down from 17% a quarter earlier, followed by Financials and Technology.

Against the trend, Viewpoint Capital Management opened a new position in Verizon worth $218K.

  • Viewpoint Capital Management's largest Q1 2026 buy was Verizon: 4,352 shares worth $218K.
  • Viewpoint Capital Management added most to State Street SPDR S&P Homebuilders ETF in Q1 2026, an estimated $401K increase.
  • Viewpoint Capital Management's biggest Q1 2026 reduction was Tesla, cutting an estimated $6.67M.
  • Viewpoint Capital Management fully exited Palantir in Q1 2026, selling an estimated $402K.
  • Viewpoint Capital Management's ten largest holdings make up 46% of its $214M portfolio in Q1 2026.
  • Viewpoint Capital Management opened 7 new positions and closed 6 in Q1 2026.
  • Viewpoint Capital Management's portfolio value fell 7.3% quarter-over-quarter to $214M.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.