VIEWPOINT CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRCH | 209K | $1.90M |
 | BAC | 165K | $9.09M |
 | AMZN | 125K | $28.80M |
 | C | 61K | $7.11M |
 | SOFI | 61K | $1.59M |
 | NVDA | 60K | $11.19M |
 | T | 48K | $1.20M |
 | AIG | 41K | $3.49M |
 | BMY | 32K | $1.71M |
 | CLOV | 30K | $70.50K |
 | NIO | 30K | $153.00K |
 | MO | 24K | $1.36M |
 | SANA | 24K | $95.83K |
 | PG | 20K | $2.83M |
 | TSLA | 19K | $8.39M |
 | ORCL | 17K | $3.26M |
 | ABEV | 16K | $40.26K |
 | PEP | 16K | $2.31M |
 | GE | 16K | $4.86M |
 | JNJ | 14K | $2.98M |
Porch Group, Inc.
PRCH
Shares Held
209K
Value
$1.90M
Bank of America Corporation
BAC
Shares Held
165K
Value
$9.09M
Amazon.com, Inc.
AMZN
Shares Held
125K
Value
$28.80M
Citigroup Inc.
C
Shares Held
61K
Value
$7.11M
SoFi Technologies, Inc.
SOFI
Shares Held
61K
Value
$1.59M
NVIDIA Corporation
NVDA
Shares Held
60K
Value
$11.19M
AT&T Inc.
T
Shares Held
48K
Value
$1.20M
American International Group, Inc.
AIG
Shares Held
41K
Value
$3.49M
Bristol-Myers Squibb Company
BMY
Shares Held
32K
Value
$1.71M
Clover Health Investments, Corp.
CLOV
Shares Held
30K
Value
$70.50K
NIO Inc.
NIO
Shares Held
30K
Value
$153.00K
Altria Group, Inc.
MO
Shares Held
24K
Value
$1.36M
Sana Biotechnology, Inc.
SANA
Shares Held
24K
Value
$95.83K
The Procter & Gamble Company
PG
Shares Held
20K
Value
$2.83M
Tesla, Inc.
TSLA
Shares Held
19K
Value
$8.39M
Oracle Corporation
ORCL
Shares Held
17K
Value
$3.26M
Ambev S.A.
ABEV
Shares Held
16K
Value
$40.26K
PepsiCo, Inc.
PEP
Shares Held
16K
Value
$2.31M
GE Aerospace
GE
Shares Held
16K
Value
$4.86M
Johnson & Johnson
JNJ
Shares Held
14K
Value
$2.98M