SUNPOINTE, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 107K | $18.60M |
 | PFE | 54K | $1.51M |
 | CCL | 50K | $1.28M |
 | AAPL | 43K | $10.99M |
 | FCX | 34K | $1.98M |
 | HBAN | 27K | $427.40K |
 | WMT | 27K | $3.33M |
 | ALK | 25K | $928.25K |
 | AMZN | 24K | $5.07M |
 | NEM | 24K | $2.59M |
 | AVGO | 23K | $7.23M |
 | CSX | 23K | $945.46K |
 | MGM | 23K | $839.98K |
 | NOK | 22K | $174.18K |
 | HAL | 19K | $735.19K |
 | DVN | 19K | $947.88K |
 | NCLH | 18K | $338.25K |
 | NRIM | 17K | $397.84K |
 | GOOGL | 17K | $4.78M |
 | USB | 16K | $857.18K |
NVIDIA Corporation
NVDA
Shares Held
107K
Value
$18.60M
Pfizer Inc.
PFE
Shares Held
54K
Value
$1.51M
Carnival Corporation & plc
CCL
Shares Held
50K
Value
$1.28M
Apple Inc.
AAPL
Shares Held
43K
Value
$10.99M
Freeport-McMoRan Inc.
FCX
Shares Held
34K
Value
$1.98M
Huntington Bancshares Incorporated
HBAN
Shares Held
27K
Value
$427.40K
Walmart Inc.
WMT
Shares Held
27K
Value
$3.33M
Alaska Air Group, Inc.
ALK
Shares Held
25K
Value
$928.25K
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.07M
Newmont Corporation
NEM
Shares Held
24K
Value
$2.59M
Broadcom Inc.
AVGO
Shares Held
23K
Value
$7.23M
CSX Corporation
CSX
Shares Held
23K
Value
$945.46K
MGM Resorts International
MGM
Shares Held
23K
Value
$839.98K
Nokia Oyj
NOK
Shares Held
22K
Value
$174.18K
Halliburton Company
HAL
Shares Held
19K
Value
$735.19K
Devon Energy Corporation
DVN
Shares Held
19K
Value
$947.88K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
18K
Value
$338.25K
Northrim BanCorp, Inc.
NRIM
Shares Held
17K
Value
$397.84K
Alphabet Inc.
GOOGL
Shares Held
17K
Value
$4.78M
U.S. Bancorp
USB
Shares Held
16K
Value
$857.18K