Quick Takeaways
- Sunpointe, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $301,590,885.
- Info
- Portfolio
13F Filings History of Sunpointe, LLC
- Latest 13F report
- Q4 2025 - 23 Jan 2026
- Value $
- $301,590,885
- 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 261 stock holdings with total value $301,590,885 as of Q4 2025. Top holdings included NVDA, VTI, AAPL, AVGO, and MSFT.
Follow Filing Activity
Follow Sunpointe, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 23 Jan 2026, 17:14.
- Reported value moved from $276,943,672 to $301,590,885.
Why This Matters
- 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.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |