Institutions / Pointe Capital Management LLC
Pointe Capital Management LLC
CIK 1640335 · Institution · as of Dec 31, 2025
Portfolio value
$201.60M
Positions
154
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 154 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Russell 1000 Growth Shs | $18.29M | 9.1% |
| Vanguard High Dividend Yield Index Shs | $14.12M | 7.0% |
| Vanguard Short-Term Corporate Bond Shs | $11.08M | 5.5% |
| iShares 1-3 Yr Treasury Bond Shs | $9.05M | 4.5% |
| iShares Core MSCI Emerging Markets Shs | $6.34M | 3.1% |
| Warren E. Buffett | $6.33M | 3.1% |
| iShares Russell 1000 Value Shs | $6.33M | 3.1% |
| Apple Inc. | $6.08M | 3.0% |
| SPDR Gold Shs | $5.91M | 2.9% |
| Microsoft Corp | $4.46M | 2.2% |
| Alphabet Inc. | $3.19M | 1.6% |
| JPMorgan Chase & Co | $3.18M | 1.6% |
| iShares MSCI Eafe Shs | $3.02M | 1.5% |
| RTX Corp | $3.00M | 1.5% |
| Costco Wholesale Corp /New | $2.83M | 1.4% |
| iShares Russell Midcap Growth Shs | $2.74M | 1.4% |
| iShares MSCI Eafe Small Cap Shs | $2.74M | 1.4% |
| Amazon.com Inc | $2.44M | 1.2% |
| iShares Aggregate Bond Shs | $2.32M | 1.2% |
| Calamos Strategic Total Return Fd | $2.17M | 1.1% |
| Alphabet Inc. | $2.14M | 1.1% |
| iShares Russell 2000 Shs | $2.07M | 1.0% |
| iShares Russell Midcap Value Index | $2.02M | 1.0% |
| iShares Russell 2000 Value | $2.00M | 1.0% |
| NVIDIA Corp | $1.80M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.