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Home > Institutional Investor > Sunpointe, Llc > Profile

Instuitional Investor - Sunpointe, Llc

Fund Profile
Filing Period:
Fund Name: Sunpointe, Llc
Portfolio Value $187,640,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 94,816 $10,277,064 5.48%
2.
American Centy Etf Tr
 184,974 $9,152,514 4.88%
3.
Berkshire Hathaway Inc
 BRK.A 10 $7,984,416 4.26%
4.
Vanguard Index Fds
 28,737 $7,898,199 4.21%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 11,842 $6,085,619 3.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)