Viewpoint Investment Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares TIPS Bond ETF
TIP
|
+$21.5M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$4.8M |
| 3 |
Global X Copper Miners ETF NEW
COPX
|
+$3.82M |
| 4 |
Baker Hughes
BKR
|
+$3.58M |
| 5 |
Nutrien
NTR
|
+$3.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.47M |
| 2 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$915K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$432K |
| 4 |
iShares International Treasury Bond ETF
IGOV
|
+$419K |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
+$332K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 14.23% |
| 2 | Financials | 10.37% |
| 3 | Technology | 6.08% |
| 4 | Materials | 4.65% |
| 5 | Communication Services | 3.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
First Citizens BancShares
FCNCA
$24.9B
| $208K | 0.07% |
+100
| New | +$201K |
|
127
Ralph Lauren
RL
$22.6B
| $201K | 0.07% |
+500
| New | +$186K |
|
128
Aegon
AEG
$14B
| – | – |
-30,100
| Closed | -$160K |
|
129
Charter Communications
CHTR
$17.3B
| – | – |
-1,400
| Closed | -$221K |
|
130
Coca-Cola Consolidated
COKE
$12.5B
| – | – |
-2,000
| Closed | -$281K |
|
131
ConocoPhillips
COP
$147B
| – | – |
-1,593
| Closed | -$210K |
|
|
132
iShares International Treasury Bond ETF
IGOV
$1.53B
| – | – |
-10,200
| Closed | -$419K |
|
133
iShares US Medical Devices ETF
IHI
$3.13B
| – | – |
-61,974
| Closed | -$151K |
|
134
Liberty Broadband Class A
LBRDA
$4.89B
| – | – |
-6,000
| Closed | -$301K |
|
135
Rio Tinto
RIO
$158B
| – | – |
-3,100
| Closed | -$212K |
|
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Viewpoint Investment Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Viewpoint Investment Partners held 135 positions worth $290M, up 34% from $216M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Viewpoint Investment Partners deployed $51.8M of net new capital in Q2 2026, opening 38 new positions and adding to 46 existing holdings. Its largest new stake was Global X Copper Miners ETF NEW: 45,918 shares worth $3.85M.
By sector, the portfolio is most concentrated in Energy at 14% of assets, down from 17% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.47M trimmed.
- Viewpoint Investment Partners's largest Q2 2026 buy was Global X Copper Miners ETF NEW: 45,918 shares worth $3.85M.
- Viewpoint Investment Partners added most to iShares TIPS Bond ETF in Q2 2026, an estimated $21.5M increase.
- Viewpoint Investment Partners's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.47M.
- Viewpoint Investment Partners fully exited iShares International Treasury Bond ETF in Q2 2026, selling an estimated $419K.
- Viewpoint Investment Partners's ten largest holdings make up 48% of its $290M portfolio in Q2 2026.
- Viewpoint Investment Partners opened 38 new positions and closed 8 in Q2 2026.
- Viewpoint Investment Partners's portfolio value rose 34% quarter-over-quarter to $290M.
Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.