Key facts
- Sunpointe, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $305,273,354.
13F Filings History of Sunpointe, LLC
- Latest 13F report
- Q1 2026 - 21 Apr 2026
- Value $
- $305,273,354
- Signature - Title
- Angela Pompian - Chief Compliance Officer
- Location
- St. Louis, MO
- Summary
- This page shows a list of all the recent 13F filings made by Sunpointe, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sunpointe, LLC reported 266 stock holdings with total value $305,273,354 as of Q1 2026. Top holdings included NVDA, VTI, AAPL, ACIO, and AVGO.
Follow Filing Activity
Follow Sunpointe, LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
Change
- Most recent filing was accepted on 21 Apr 2026, 14:12.
- Reported value moved from $301,590,885 to $305,273,354.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 266 | $305,273,354 | +$35,793,175 | -$24,285,072 | +$11,508,103 | NVDA, VTI, AAPL, ACIO, AVGO | 13F-HR | 21 Apr 2026, 14:12 |
| Q4 2025 | 261 | $301,590,885 | +$35,264,620 | -$15,983,367 | +$19,281,253 | NVDA, VTI, AAPL, AVGO, MSFT | 13F-HR | 23 Jan 2026, 17:14 |
| Q3 2025 | 256 | $276,943,672 | +$30,273,542 | -$25,725,835 | +$4,547,707 | NVDA, VTI, AAPL, AVGO, MSFT | 13F-HR | 12 Nov 2025, 16:08 |
| Q2 2025 | 236 | $252,011,175 | +$60,770,598 | -$15,534,192 | +$45,236,406 | NVDA, VTI, AAPL, MSFT, BERKSHIRE HATHAWAY INC DEL | 13F-HR | 09 Jul 2025, 17:18 |
| Q1 2025 | 186 | $187,640,084 | +$11,564,868 | -$16,598,440 | -$5,033,572 | NVDA, TAXF, BERKSHIRE HATHAWAY INC DEL, VTI, VOO | 13F-HR | 07 May 2025, 12:33 |
| Q4 2024 | 194 | $198,949,236 | +$81,390,913 | -$6,637,755 | +$74,753,158 | TAXF, VTI, AAPL, BRKA, NVDA | 13F-HR | 03 Feb 2025, 08:14 |
| Q3 2024 | 170 | $121,614,770 | +$19,825,103 | -$56,282,132 | -$36,457,029 | MSFT, AAPL, NVDA, VTI, AMZN | 13F-HR | 16 Oct 2024, 08:16 |
| Q2 2024 | 164 | $153,733,471 | +$69,748,069 | -$4,899,003 | +$64,849,066 | SCHB, MSFT, AAPL, NVDA, VOO | 13F-HR | 19 Jul 2024, 20:12 |
| Q1 2024 | 137 | $89,972,441 | +$5,819,937 | -$1,863,168 | +$3,956,769 | MSFT, AAPL, NVDA, AMZN, MOAT | 13F-HR | 15 Apr 2024, 14:34 |
| Q4 2023 | 132 | $78,763,771 | $0 | $0 | $0 | MSFT, AAPL, AMZN, VOO, NVDA | 13F-HR | 20 Feb 2024, 09:58 |