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Sunpointe, LLC

SEC CIK
0002012181
Latest filing
Jul 24, 2026

The latest 13F from Sunpointe, LLC covers Q2 2026 (filed Jul 24, 2026): 281 long positions worth $352.0M. The top 10 holdings make up 26.5% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 6.0%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
42
Est. +$23.5M
Added
86
Est. +$21.0M
Reduced
119
Est. −$22.0M
Sold out
27
Est. −$12.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    6.0%$21.2MHistory
  2. Vanguard Morningstar Total Stock Market ETF922908769
    4.1%$14.5M
  3. AAPLApple Inc.
    3.3%$11.8MHistory
  4. ETF Ser Solutions26922A222
    2.3%$8.01M
  5. AVGOBroadcom Inc.
    2.2%$7.73MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$4.92MNew
  2. Vanguard Star FDS921909768
    +$2.32MAdded
  3. iShares Core S&P 500 ETF464287200
    +$1.67MAdded
  4. ODFLOld Dominion Freight Line, Inc.
    +$1.56MNewHistory
  5. MUMicron Technology Inc
    +$1.23MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +1.40 pp0.0% → 1.4%
  2. MUMicron Technology Inc
    +1.26 pp0.5% → 1.7%History
  3. Vanguard Star FDS921909768
    +0.64 pp0.4% → 1.0%
  4. AMATApplied Materials Inc
    +0.49 pp0.2% → 0.7%History
  5. AMDAdvanced Micro Devices Inc
    +0.48 pp0.1% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GLDSPDR Gold Trust
    −$1.45MSold outHistory
  2. iShares Core S&P Mid-Cap ETF464287507
    −$1.44MReduced
  3. WMTWalmart Inc.
    −$1.41MReducedHistory
  4. CCLCarnival Corp Ltd.
    −$1.28MSold outHistory
  5. Vanguard Morningstar Total Stock Market ETF922908769
    −$1.24MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WMTWalmart Inc.
    −0.63 pp1.1% → 0.5%History
  2. GLDSPDR Gold Trust
    −0.47 pp0.5% → 0.0%History
  3. CCLCarnival Corp Ltd.
    −0.42 pp0.4% → 0.0%History
  4. iShares Core S&P Mid-Cap ETF464287507
    −0.42 pp0.8% → 0.4%
  5. J P Morgan Exchange Traded F46641Q225
    −0.40 pp0.6% → 0.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$352.0M
+$46.7M (+15.3%) vs. prior quarter
Positions
281
+15 vs. prior quarter
Top 10 concentration
26.5%
Top 10 as share of value
Turnover
10.5%
Q2 2026, one quarter
Average holding period
8.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $352.0M (Q2 2026)

Q4 2023: $78.8MQ1 2024: $90.0MQ2 2024: $153.7MQ3 2024: $121.6MQ4 2024: $198.9MQ1 2025: $187.6MQ2 2025: $252.0MQ3 2025: $276.9MQ4 2025: $301.6MQ1 2026: $305.3MQ2 2026: $352.0M
Q4 2023Q2 2026
13F filings of Sunpointe, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026281$352.0MNVDAVanguard Morningstar Total Stock Market ETFAAPLvs. Q1 2026SEC
Q1 2026Apr 21, 2026266$305.3MNVDAVanguard Morningstar Total Stock Market ETFAAPLvs. Q4 2025SEC
Q4 2025Jan 23, 2026261$301.6MNVDAVanguard Morningstar Total Stock Market ETFAAPLvs. Q3 2025SEC
Q3 2025Nov 12, 2025256$276.9MNVDAVanguard Morningstar Total Stock Market ETFAAPLvs. Q2 2025SEC
Q2 2025Jul 9, 2025236$252.0MNVDAVanguard Morningstar Total Stock Market ETFAAPLvs. Q1 2025SEC
Q1 2025May 7, 2025186$187.6MNVDAAmerican Centy ETF TrBRK.Avs. Q4 2024SEC
Q4 2024Feb 3, 2025194$198.9MAmerican Centy ETF TrVanguard Morningstar Total Stock Market ETFAAPLvs. Q3 2024SEC
Q3 2024Oct 16, 2024170$121.6MMSFTAAPLNVDAvs. Q2 2024SEC
Q2 2024Jul 22, 2024164$153.7MSchwab U.S. Broad Market ETFMSFTAAPLvs. Q1 2024SEC
Q1 2024Apr 15, 2024137$90.0MMSFTAAPLNVDAvs. Q4 2023SEC
Q4 2023Feb 20, 2024132$78.8MMSFTAAPLAMZN–SEC