VIEWPOINT CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRCH | 200K | $1.44M |
 | BAC | 161K | $7.85M |
 | AMZN | 125K | $26.04M |
 | NVDA | 60K | $10.41M |
 | C | 59K | $6.65M |
 | SOFI | 52K | $822.85K |
 | T | 51K | $1.48M |
 | AIG | 37K | $2.82M |
 | BMY | 31K | $1.85M |
 | CLOV | 30K | $52.80K |
 | MO | 25K | $1.63M |
 | SANA | 24K | $67.81K |
 | PG | 19K | $2.73M |
 | BHC | 18K | $96.66K |
 | ABEV | 16K | $47.60K |
 | GE | 16K | $4.48M |
 | ORCL | 16K | $2.31M |
 | PEP | 15K | $2.38M |
 | JNJ | 14K | $3.36M |
 | MSFT | 14K | $5.02M |
Porch Group, Inc.
PRCH
Shares Held
200K
Value
$1.44M
Bank of America Corporation
BAC
Shares Held
161K
Value
$7.85M
Amazon.com, Inc.
AMZN
Shares Held
125K
Value
$26.04M
NVIDIA Corporation
NVDA
Shares Held
60K
Value
$10.41M
Citigroup Inc.
C
Shares Held
59K
Value
$6.65M
SoFi Technologies, Inc.
SOFI
Shares Held
52K
Value
$822.85K
AT&T Inc.
T
Shares Held
51K
Value
$1.48M
American International Group, Inc.
AIG
Shares Held
37K
Value
$2.82M
Bristol-Myers Squibb Company
BMY
Shares Held
31K
Value
$1.85M
Clover Health Investments, Corp.
CLOV
Shares Held
30K
Value
$52.80K
Altria Group, Inc.
MO
Shares Held
25K
Value
$1.63M
Sana Biotechnology, Inc.
SANA
Shares Held
24K
Value
$67.81K
The Procter & Gamble Company
PG
Shares Held
19K
Value
$2.73M
Bausch Health Companies Inc.
BHC
Shares Held
18K
Value
$96.66K
Ambev S.A.
ABEV
Shares Held
16K
Value
$47.60K
GE Aerospace
GE
Shares Held
16K
Value
$4.48M
Oracle Corporation
ORCL
Shares Held
16K
Value
$2.31M
PepsiCo, Inc.
PEP
Shares Held
15K
Value
$2.38M
Johnson & Johnson
JNJ
Shares Held
14K
Value
$3.36M
Microsoft Corporation
MSFT
Shares Held
14K
Value
$5.02M