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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
+14.23%
1 Year Est. Return
+32.97%
3 Year Est. Return
+119.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$18M
Cap. Flow
-$3.85M
Cap. Flow %
-1.89%
Top 10 Hldgs %
45.21%
Holding
145
New
5
Increased
21
Reduced
44
Closed
9

Top Buys

Rank Stock Value
1
TNA icon
Direxion Daily Small Cap Bull 3x ETF
TNA
+$281K
2
PLTR icon
Palantir
PLTR
+$254K
3
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$239K
4
NFLX icon
Netflix
NFLX
+$220K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$194K

Top Sells

Rank Stock Value
1
YINN icon
Direxion Daily FTSE China Bull 3X ETF
YINN
+$862K
2
CELH icon
Celsius Holdings
CELH
+$534K
3
BABA icon
Alibaba
BABA
+$515K
4
FAS icon
Direxion Daily Financial Bull 3x ETF
FAS
+$506K
5
CAT icon
Caterpillar
CAT
+$247K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.73%
2 Financials 12.21%
3 Technology 12.08%
4 Industrials 6.21%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
76
Intuitive Surgical
ISRG
$129B
$367K 0.18%
675
– –
GEHC icon
77
GE HealthCare
GEHC
$31.8B
$361K 0.18%
4,874
-205
-4% -$14.3K
DE icon
78
Deere & Co
DE
$166B
$349K 0.17%
686
-220
-24% -$108K
UBER icon
79
Uber
UBER
$146B
$348K 0.17%
3,734
+5
+0.1% +$412
EWN icon
80
iShares MSCI Netherlands ETF
EWN
$635M
$339K 0.17%
6,222
– –
INDY icon
81
iShares S&P India Nifty 50 Index Fund
INDY
$571M
$327K 0.16%
6,005
– –
SBUX icon
82
Starbucks
SBUX
$119B
$308K 0.15%
3,366
-956
-22% -$82.8K
PLTR icon
83
Palantir
PLTR
$390B
$295K 0.14%
+2,164
New +$254K
IYR icon
84
iShares US Real Estate ETF
IYR
$4.66B
$287K 0.14%
3,031
-430
-12% -$40.1K
WAT icon
85
Waters Corp
WAT
$38.8B
$284K 0.14%
815
– –
MRK icon
86
Merck
MRK
$317B
$280K 0.14%
3,539
-246
-6% -$19.6K
GLD icon
87
SPDR Gold Trust
GLD
$132B
$271K 0.13%
890
-66
-7% -$20K
XLE icon
88
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$265K 0.13%
6,240
– –
KBH icon
89
KB Home
KBH
$3.54B
$263K 0.13%
4,970
– –
NFLX icon
90
Netflix
NFLX
$304B
$261K 0.13%
+1,950
New +$220K
DWM icon
91
WisdomTree International Equity Fund
DWM
$689M
$261K 0.13%
4,100
– –
EWD icon
92
iShares MSCI Sweden ETF
EWD
$595M
$260K 0.13%
5,679
– –
VGT icon
93
Vanguard Information Technology ETF
VGT
$148B
$250K 0.12%
3,016
– –
GGLL icon
94
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.19B
$243K 0.12%
7,000
– –
IBM icon
95
IBM
IBM
$220B
$239K 0.12%
810
– –
KMB icon
96
Kimberly-Clark
KMB
$36.9B
$231K 0.11%
1,790
– –
EWA icon
97
iShares MSCI Australia ETF
EWA
$1.44B
$224K 0.11%
8,495
– –
DGX icon
98
Quest Diagnostics
DGX
$25.9B
$216K 0.11%
1,200
– –
VZ icon
99
Verizon
VZ
$194B
$209K 0.1%
4,834
+6
+0.1% +$260
ESML icon
100
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.93B
$207K 0.1%
+5,000
New +$194K
2 3
4
5 6

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CCP
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FCM
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PCMM
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NWA
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LWA
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OCM
Ogborne Capital Management San Francisco, California $197M AUM 17.33% 1-Year Est. Return

Viewpoint Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Viewpoint Capital Management held 145 positions worth $204M, up 9.7% from $186M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Viewpoint Capital Management's Q2 2025 filing shows 5 new, 21 increased, 44 reduced and 9 closed positions. Its largest new stake was Palantir: 2,164 shares worth $295K. The largest sale was Direxion Daily FTSE China Bull 3X ETF, an estimated $862K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 18% of assets, up from 18% a quarter earlier, followed by Financials and Technology.

  • Viewpoint Capital Management's largest Q2 2025 buy was Palantir: 2,164 shares worth $295K.
  • Viewpoint Capital Management added most to Direxion Daily Small Cap Bull 3x ETF in Q2 2025, an estimated $281K increase.
  • Viewpoint Capital Management's biggest Q2 2025 reduction was Caterpillar, cutting an estimated $247K.
  • Viewpoint Capital Management fully exited Direxion Daily FTSE China Bull 3X ETF in Q2 2025, selling an estimated $862K.
  • Viewpoint Capital Management's ten largest holdings make up 45% of its $204M portfolio in Q2 2025.
  • Viewpoint Capital Management opened 5 new positions and closed 9 in Q2 2025.
  • Viewpoint Capital Management's portfolio value rose 9.7% quarter-over-quarter to $204M.

Based on Viewpoint Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.