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Home > Institutional Investor > Sunpointe, Llc > Profile

Instuitional Investor - Sunpointe, Llc

Fund Profile
Filing Period:
Fund Name: Sunpointe, Llc
Portfolio Value $252,011,175
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 111,289 $17,583,657 6.98%
2.
Vanguard Index Fds
 28,010 $8,538,619 3.39%
3.
Apple Inc.
 AAPL 37,492 $7,692,246 3.05%
4.
Microsoft Corp
 MSFT 15,226 $7,573,426 3.01%
5.
Berkshire Hathaway Inc
 BRK.A 10 $7,288,000 2.89%
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)