Viewpoint Capital Management LLC
SEC Form 13F institutional filer · CIK 0001906223
13F-HR · 64 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
61.3%
Viewpoint Capital Management LLC — $166M AUM allocation strategy
Viewpoint Capital Management LLC files SEC Form 13F and reports $166M of long US equity value across 64 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 15.7%, followed by Information Technology 11.2% and Financials 10.5%.
The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Viewpoint Capital Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$166M
total across 64 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +2.61K sh · +$276K+$IWM +2.14K sh · +$875K+$IVV +2.06K sh · +$288K
Biggest trims (shares)
−$TSLA −16.2K sh · −$7.47M−$BAC −4.36K sh · −$1.25M−$AIG −3.35K sh · −$672K
Exited to nil (held last quarter, gone now)
$PLTR ($402K last qtr)$IBM ($240K last qtr)$LLY ($221K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Broadline Retail15.7%—
- Diversified Banks8.7%—
- Semiconductors6.3%—
- Construction Machinery & Heavy Transportation Equipment5.5%—
- Systems Software3.1%—
- Aerospace & Defense2.7%—
- Heavy Electrical Equipment2.1%—
- Pharmaceuticals2.0%—
- Other holdings53.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 125K | $26M | +263 | 15.7% |
| $NVDA | NVIDIA Corporation | 59.7K | $10.4M | -310 | 6.3% |
| $CAT | Caterpillar Inc | 12.8K | $9.07M | -5 | 5.5% |
| $BAC | Bank of America Corporation | 161K | $7.85M | -4.36K | 4.7% |
| $C | Citigroup Inc | 58.6K | $6.65M | -2.25K | 4.0% |
| $MSFT | Microsoft Corporation | 13.6K | $5.02M | -113 | 3.0% |
| $GE | GE Aerospace | 15.8K | $4.48M | +0 | 2.7% |
…and 57 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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