Titelia

Holdings of Sunpointe, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
240 in 10 countries
Top ten
30.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Ishares Inc 4,459242.2K $
202iShares MSCI Canada ETF 4,399241K $
203Ulta Beauty Inc 460240.4K $
204ISHARES INC 2,061239.2K $
205Motorola Solutions Inc 551239.1K $
206Ishares Inc 6,701237.6K $
207Vanguard Total World Stock ETF 1,713236.9K $
208Ishares Inc 4,063233.7K $
209Oklo Inc 4,700233.1K $
210Goldman Sachs ETF Trust 2,750232.8K $
211Southern Co/The 2,412232.8K $
212Global X Funds 7,000232.5K $
213SAP SE 1,355232K $
214CBRE Global Real Estate Income 52,575230.8K $
215Global X Funds 3,610230.6K $
216ConocoPhillips 1,745230.3K $
217Intel Corp 5,173228.3K $
218Constellation Energy Corp. 803224.2K $
219Intuitive Surgical Inc 482222.2K $
220McKesson Corp 256221.5K $
221Wisdomtree Trust 5,462219K $
222MetLife Inc 3,097219K $
223Booking Holdings Inc 52218.9K $
224iShares Trust 2,692217.3K $
225Uber Technologies Inc 2,999215.7K $
226Mondelez International Inc 3,721214.5K $
227Vanguard Total Bond Market ETF 2,856210.3K $
228Labcorp Holdings Inc 786209.8K $
229Unilever PLC 3,660208.5K $
230Mitsubishi UFJ Financial Group Inc 12,204207.1K $
231S&P Global Inc 477202.9K $
232Toyota Motor Corp 980202K $
233Nokia Oyj 21,664174.2K $
234Banco Santander SA 15,440174.2K $
235First Trust Senior Floating Rate Income Fund II 17,697170.6K $
236Western Asset High Income Fund II Inc. 36,411144.9K $
237Mizuho Financial Group Inc 11,93294.7K $
238Itau Unibanco Holding SA 11,05492.6K $
239Nuveen Preferred & Income Opportunities Fund 11,20084.4K $
240Atea Pharmaceuticals Inc 11,94364.3K $

Download this table: CSV, JSON

Sector breakdown

  • Technology 20.5 %
  • Financials 7.1 %
  • Industrials 5.3 %
  • Consumer discretionary 4.7 %
  • Communication 4.5 %
  • Health care 4.5 %
  • Funds 4.3 %
  • Consumer staples 3.0 %
  • Energy 2.5 %
  • Materials 1.8 %
  • Utilities 1.0 %
  • Real estate 0.3 %
  • Unattributed 40.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.2 %
  • Taiwan 0.9 %
  • United Kingdom 0.3 %
  • Netherlands 0.1 %
  • France 0.1 %
  • Japan 0.1 %
  • Germany 0.1 %
  • Finland 0.1 %
  • Spain 0.1 %
  • Brazil 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States229277.6M $98.20 %
2Taiwan12.6M $0.92 %
3United Kingdom2773K $0.27 %
4Netherlands1401.5K $0.14 %
5France1337K $0.12 %
6Japan2296.7K $0.10 %
7Germany1232K $0.08 %
8Finland1174.2K $0.06 %
9Spain1174.2K $0.06 %
10Brazil192.6K $0.03 %
Cite this page

Titelia. "Holdings of Sunpointe, LLC". https://titelia.com/en/funds/US13F2012181