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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
+2.63%
1 Year Est. Return
+32.97%
3 Year Est. Return
+119.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$231M
AUM Growth
+$3.7M
Cap. Flow
+$880K
Cap. Flow %
0.38%
Top 10 Hldgs %
45.71%
Holding
153
New
3
Increased
29
Reduced
23
Closed
19

Top Buys

Rank Stock Value
1
SOFI icon
SoFi Technologies
SOFI
+$1.69M
2
AMZN icon
Amazon
AMZN
+$349K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$226K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$211K
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$198K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$549K
2
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$240K
3
NFLX icon
Netflix
NFLX
+$229K
4
AAPL icon
Apple
AAPL
+$224K
5
ARKK icon
ARK Innovation ETF
ARKK
+$223K

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.2%
2 Consumer Discretionary 17.4%
3 Financials 12.92%
4 Technology 11.18%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
76
Palantir
PLTR
$427B
$402K 0.17%
2,264
+170
+8% +$30.8K
IAT icon
77
iShares US Regional Banks ETF
IAT
$626M
$402K 0.17%
7,290
– –
KO icon
78
Coca-Cola
KO
$380B
$392K 0.17%
5,609
+5
+0.1% +$349
ISRG icon
79
Intuitive Surgical
ISRG
$139B
$382K 0.17%
675
– –
GEHC icon
80
GE HealthCare
GEHC
$29B
$380K 0.16%
4,638
– –
MRK icon
81
Merck
MRK
$362B
$373K 0.16%
3,543
-28
-0.8% -$2.63K
GLD icon
82
SPDR Gold Trust
GLD
$148B
$357K 0.15%
900
– –
EWJ icon
83
iShares MSCI Japan ETF
EWJ
$23.3B
$356K 0.15%
4,407
-875
-17% -$71.9K
EWN icon
84
iShares MSCI Netherlands ETF
EWN
$643M
$355K 0.15%
6,222
– –
DE icon
85
Deere & Co
DE
$184B
$319K 0.14%
686
– –
WAT icon
86
Waters Corp
WAT
$41.4B
$310K 0.13%
815
– –
UBER icon
87
Uber
UBER
$144B
$305K 0.13%
3,729
– –
INDY icon
88
iShares S&P India Nifty 50 Index Fund
INDY
$532M
$296K 0.13%
6,005
– –
VGT icon
89
Vanguard Information Technology ETF
VGT
$150B
$284K 0.12%
3,016
– –
SBUX icon
90
Starbucks
SBUX
$109B
$283K 0.12%
3,366
– –
DWM icon
91
WisdomTree International Equity Fund
DWM
$662M
$282K 0.12%
4,100
– –
KBH icon
92
KB Home
KBH
$2.89B
$280K 0.12%
4,970
– –
EWD icon
93
iShares MSCI Sweden ETF
EWD
$731M
$280K 0.12%
5,679
– –
XLE icon
94
State Street Energy Select Sector SPDR ETF
XLE
$42.2B
$261K 0.11%
5,840
– –
IYR icon
95
iShares US Real Estate ETF
IYR
$4.21B
$243K 0.11%
2,583
-448
-15% -$42.7K
IBM icon
96
IBM
IBM
$216B
$240K 0.1%
810
– –
ESML icon
97
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.78B
$230K 0.1%
5,000
– –
GLW icon
98
Corning
GLW
$129B
$228K 0.1%
2,600
– –
EWA icon
99
iShares MSCI Australia ETF
EWA
$1.28B
$222K 0.1%
8,495
– –
LLY icon
100
Eli Lilly
LLY
$1.03T
$221K 0.1%
+206
New +$197K
2 3
4
5 6

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Viewpoint Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Viewpoint Capital Management held 153 positions worth $231M, up 1.6% from $227M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Viewpoint Capital Management's Q4 2025 filing shows 3 new, 29 increased, 23 reduced and 19 closed positions. Its largest new stake was SoFi Technologies: 60,817 shares worth $1.59M. The largest sale was NVIDIA, an estimated $549K.

By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Viewpoint Capital Management's largest Q4 2025 buy was SoFi Technologies: 60,817 shares worth $1.59M.
  • Viewpoint Capital Management added most to Amazon in Q4 2025, an estimated $349K increase.
  • Viewpoint Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $549K.
  • Viewpoint Capital Management fully exited Grayscale Ethereum Staking ETF Shares in Q4 2025, selling an estimated $240K.
  • Viewpoint Capital Management's ten largest holdings make up 46% of its $231M portfolio in Q4 2025.
  • Viewpoint Capital Management opened 3 new positions and closed 19 in Q4 2025.
  • Viewpoint Capital Management's portfolio value rose 1.6% quarter-over-quarter to $231M.

Based on Viewpoint Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.