Viewpoint Investment Partners Corp
Latest statistics and disclosures from Viewpoint Investment Partners Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TIP, EMLC, HYG, VTI, BRK.B, and represent 57.13% of Viewpoint Investment Partners Corp's stock portfolio.
- Added to shares of these 10 stocks: TIP (+$6.7M), IDV, DEM, HACK, BND, VZ, EIX, CMCSA, OTIS, NVS.
- Started 38 new stock positions in SHEL, PAA, BAH, CHTR, MO, DEM, CF, HCA, FOXA, BND.
- Reduced shares in these 10 stocks: EMLC, BHP, DGRW, BNDW, HYG, VTI, CVX, VT, , LEMB.
- Sold out of its positions in FLOT, TPL, BNDW.
- Viewpoint Investment Partners Corp was a net buyer of stock by $18M.
- Viewpoint Investment Partners Corp has $210M in assets under management (AUM), dropping by 14.77%.
- Central Index Key (CIK): 0001767457
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Portfolio Holdings for Viewpoint Investment Partners Corp
Viewpoint Investment Partners Corp holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Tr Tips Bd Etf (TIP) | 19.8 | $42M | +19% | 379k | 109.91 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 16.6 | $35M | -3% | 1.4M | 25.82 |
|
| iShares Tr Iboxx Hi Yd Etf (HYG) | 13.0 | $27M | -2% | 339k | 80.63 |
|
| Vanguard Index fds Total Stk Mkt (VTI) | 4.5 | $9.4M | -5% | 28k | 335.27 |
|
| Berkshire Hathaway Inc DEL Cl B New (BRK.B) | 3.2 | $6.7M | 13k | 502.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $5.9M | +4% | 18k | 322.22 |
|
| Spdr Series Trust Aerospace Def (XAR) | 2.8 | $5.8M | 24k | 241.24 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $5.2M | 11k | 483.62 |
|
|
| iShares Tr U.s. Med Dvc Etf (IHI) | 2.2 | $4.6M | 74k | 62.15 |
|
|
| iShares Tr Intl Sel Div Etf (IDV) | 2.1 | $4.5M | NEW | 113k | 39.45 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $4.1M | 4.7k | 862.34 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $4.0M | 6.3k | 627.13 |
|
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| Abbvie (ABBV) | 1.8 | $3.9M | -2% | 17k | 228.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.7M | +5% | 12k | 313.00 |
|
| iShares Tr Core 60/40 Balan (AOR) | 1.8 | $3.7M | 58k | 65.01 |
|
|
| SPDR Gold Tr Gold Shs (GLD) | 1.7 | $3.5M | 8.9k | 396.31 |
|
|
| WisdomTree Tr Us Qtly Div Grt (DGRW) | 1.7 | $3.5M | -17% | 39k | 89.43 |
|
| Apple (AAPL) | 1.5 | $3.1M | +3% | 12k | 271.86 |
|
| Spinnaker ETF Series Select Stoxx Eur (EUAD) | 1.2 | $2.6M | 61k | 42.13 |
|
|
| Vanguard /Tax-Managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $2.4M | 39k | 62.47 |
|
|
| Amplify ETF Trust Amplify Cybersec (HACK) | 1.0 | $2.1M | +134% | 27k | 80.37 |
|
| WisdomTree Tr Emer Mkt High Fd (DEM) | 1.0 | $2.1M | NEW | 45k | 46.71 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.1M | -10% | 11k | 186.50 |
|
| Vanguard Intl Equity Index Ftse Europe Etf (VGK) | 0.9 | $1.9M | 22k | 83.61 |
|
|
| iShares Jp Morgan Em Etf (LEMB) | 0.8 | $1.7M | -13% | 42k | 41.57 |
|
| Chevron Corporation (CVX) | 0.8 | $1.7M | -16% | 11k | 152.41 |
|
| Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) | 0.8 | $1.7M | -4% | 31k | 53.76 |
|
| Taiwan Semiconductor MFG Sponsored Ads (TSM) | 0.7 | $1.4M | 4.8k | 303.89 |
|
|
| Vanguard Intl Equity Index Tt Wrld St Etf (VT) | 0.5 | $1.1M | -22% | 7.5k | 141.06 |
|
| Vanguard Intl Equity Index Ftse Pacific Etf (VPL) | 0.5 | $1.0M | -8% | 12k | 90.40 |
|
| Vanguard Bd Index FDS Total Bnd Mrkt (BND) | 0.4 | $791k | NEW | 11k | 74.07 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $756k | 1.3k | 570.88 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $736k | +17% | 2.3k | 313.80 |
|
| Verizon Communications (VZ) | 0.2 | $489k | NEW | 12k | 40.73 |
|
| Edison International (EIX) | 0.2 | $438k | NEW | 7.3k | 60.02 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $378k | NEW | 14k | 28.00 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $376k | NEW | 4.3k | 87.35 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $359k | NEW | 2.6k | 137.87 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $328k | NEW | 8.5k | 38.64 |
|
| McKesson Corporation (MCK) | 0.2 | $328k | NEW | 400.00 | 820.29 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $320k | NEW | 4.0k | 80.03 |
|
| Procter & Gamble Company (PG) | 0.1 | $308k | -4% | 2.2k | 143.31 |
|
| BHP Group Sponsored Ads (BHP) | 0.1 | $308k | -77% | 5.1k | 60.37 |
|
| Suncor Energy (SU) | 0.1 | $299k | NEW | 4.9k | 60.92 |
|
| Eni S P A Sponsored Adr (E) | 0.1 | $296k | NEW | 7.8k | 37.94 |
|
| SYSCO Corporation (SYY) | 0.1 | $295k | NEW | 4.0k | 73.69 |
|
| British Amer Tob British Amern Tob Plc (BTI) | 0.1 | $294k | NEW | 5.2k | 56.62 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.1 | $290k | 6.0k | 48.28 |
|
|
| Omni (OMC) | 0.1 | $283k | NEW | 3.5k | 80.75 |
|
| Shell Spon Ads (SHEL) | 0.1 | $272k | NEW | 3.7k | 73.48 |
|
| Merck & Co (MRK) | 0.1 | $263k | NEW | 2.5k | 105.26 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $253k | NEW | 3.0k | 84.36 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $251k | NEW | 1.2k | 208.75 |
|
| Altria (MO) | 0.1 | $248k | NEW | 4.3k | 57.66 |
|
| Clorox Company (CLX) | 0.1 | $242k | NEW | 2.4k | 100.83 |
|
| Darden Restaurants (DRI) | 0.1 | $239k | NEW | 1.3k | 184.02 |
|
| Target Corporation (TGT) | 0.1 | $235k | NEW | 2.4k | 97.75 |
|
| Hca Holdings (HCA) | 0.1 | $233k | NEW | 500.00 | 466.86 |
|
| Canadian Natl Ry (CNI) | 0.1 | $231k | NEW | 1.7k | 135.75 |
|
| CF Industries Holdings (CF) | 0.1 | $224k | NEW | 2.9k | 77.34 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $223k | NEW | 12k | 17.96 |
|
| Telefonaktiebolaget LM Erics Adr B Sek 10 (ERIC) | 0.1 | $220k | NEW | 23k | 9.65 |
|
| General Mills (GIS) | 0.1 | $219k | NEW | 4.7k | 46.50 |
|
| First Ctzns BancShares Inc D Cl A (FCNCA) | 0.1 | $215k | NEW | 100.00 | 2146.18 |
|
| Kroger (KR) | 0.1 | $212k | NEW | 3.4k | 62.48 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $212k | NEW | 2.9k | 73.07 |
|
| TotalEnergies SE Act (TTE) | 0.1 | $209k | NEW | 3.2k | 65.42 |
|
| Mid-America Apartment (MAA) | 0.1 | $208k | NEW | 1.5k | 138.91 |
|
| Public Storage (PSA) | 0.1 | $208k | NEW | 800.00 | 259.50 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $202k | NEW | 700.00 | 288.87 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $151k | NEW | 20k | 7.71 |
|
Past Filings by Viewpoint Investment Partners Corp
SEC 13F filings are viewable for Viewpoint Investment Partners Corp going back to 2018
- Viewpoint Investment Partners Corp 2025 Q4 filed Jan. 29, 2026
- Viewpoint Investment Partners Corp 2025 Q3 filed Oct. 31, 2025
- Viewpoint Investment Partners Corp 2025 Q2 filed July 18, 2025
- Viewpoint Investment Partners Corp 2025 Q1 filed April 16, 2025
- Viewpoint Investment Partners Corp 2024 Q4 filed Jan. 29, 2025
- Viewpoint Investment Partners Corp 2024 Q3 filed Oct. 15, 2024
- Viewpoint Investment Partners Corp 2024 Q2 filed July 18, 2024
- Viewpoint Investment Partners Corp 2024 Q1 filed April 23, 2024
- Viewpoint Investment Partners Corp 2023 Q4 filed Jan. 31, 2024
- Viewpoint Investment Partners Corp 2023 Q3 filed Oct. 20, 2023
- Viewpoint Investment Partners Corp 2023 Q2 filed July 24, 2023
- Viewpoint Investment Partners Corp 2023 Q1 filed May 4, 2023
- Viewpoint Investment Partners Corp 2022 Q4 restated filed Feb. 9, 2023
- Viewpoint Investment Partners Corp 2022 Q4 restated filed Feb. 9, 2023
- Viewpoint Investment Partners Corp 2022 Q4 filed Jan. 26, 2023
- Viewpoint Investment Partners Corp 2022 Q3 filed Oct. 28, 2022