BEARING POINT CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 223K | $12.26M |
 | NVDA | 192K | $35.90M |
 | ADM | 190K | $10.92M |
 | SU | 180K | $7.98M |
 | AR | 143K | $4.94M |
 | ERJ | 131K | $8.42M |
 | BHP | 125K | $7.57M |
 | CTVA | 97K | $6.49M |
 | AAPL | 96K | $26.21M |
 | AVR | 96K | $476.84K |
 | PANW | 74K | $13.56M |
 | AMZN | 69K | $15.85M |
 | APTV | 64K | $4.87M |
 | NEM | 63K | $6.30M |
 | USB | 63K | $3.37M |
 | DELL | 60K | $7.56M |
 | HWM | 55K | $11.20M |
 | AEP | 51K | $5.87M |
 | CVX | 50K | $7.57M |
 | JPM | 48K | $15.60M |
Bank of America Corporation
BAC
Shares Held
223K
Value
$12.26M
NVIDIA Corporation
NVDA
Shares Held
192K
Value
$35.90M
Archer-Daniels-Midland Company
ADM
Shares Held
190K
Value
$10.92M
Suncor Energy Inc.
SU
Shares Held
180K
Value
$7.98M
Antero Resources Corporation
AR
Shares Held
143K
Value
$4.94M
Embraer S.A.
ERJ
Shares Held
131K
Value
$8.42M
BHP Group Limited
BHP
Shares Held
125K
Value
$7.57M
Corteva, Inc.
CTVA
Shares Held
97K
Value
$6.49M
Apple Inc.
AAPL
Shares Held
96K
Value
$26.21M
Anteris Technologies Global Corp.
AVR
Shares Held
96K
Value
$476.84K
Palo Alto Networks, Inc.
PANW
Shares Held
74K
Value
$13.56M
Amazon.com, Inc.
AMZN
Shares Held
69K
Value
$15.85M
Aptiv PLC
APTV
Shares Held
64K
Value
$4.87M
Newmont Corporation
NEM
Shares Held
63K
Value
$6.30M
U.S. Bancorp
USB
Shares Held
63K
Value
$3.37M
Dell Technologies Inc.
DELL
Shares Held
60K
Value
$7.56M
Howmet Aerospace Inc.
HWM
Shares Held
55K
Value
$11.20M
American Electric Power Company, Inc.
AEP
Shares Held
51K
Value
$5.87M
Chevron Corporation
CVX
Shares Held
50K
Value
$7.57M
JPMorgan Chase & Co.
JPM
Shares Held
48K
Value
$15.60M