Bearing Point Capital, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF | $4.46M | 0.7% |
| KKR & Co. Inc. | $4.17M | 0.7% |
| SPOTIFY TECHNOLOGY S A SHS | $4.14M | 0.6% |
| REPUBLIC SERVICES, INC. | $3.97M | 0.6% |
| STATE STREET SPDR S&P 500 ETF | $3.82M | 0.6% |
| VEEVA SYSTEMS INC | $3.62M | 0.6% |
| Vanguard Healthcare ETF | $3.53M | 0.6% |
| Astera Labs, Inc. | $3.52M | 0.5% |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $3.50M | 0.5% |
| ISHARES CORE MSCI EAFE ETF | $3.41M | 0.5% |
| US BANCORP \DE | $3.37M | 0.5% |
| AbbVie Inc. | $3.32M | 0.5% |
| iShares MSCI Germany ETF | $3.19M | 0.5% |
| ELI LILLY & Co | $2.98M | 0.5% |
| CANADIAN PACIFIC KANSAS CITY COM | $2.97M | 0.5% |
| HOME DEPOT, INC. | $2.67M | 0.4% |
| STATE STREET SPDR S&P BIOTECH ETF | $2.60M | 0.4% |
| ISHARES RUSSELL 1000 GROWTH ETF | $2.48M | 0.4% |
| ENBRIDGE INC COM | $2.16M | 0.3% |
| VANGUARD SHORT-TERM TREASURY ETF | $2.13M | 0.3% |
| CORNING INC /NY | $2.13M | 0.3% |
| VANGUARD SMALL-CAP ETF | $2.05M | 0.3% |
| ISHARES CORE S&P SMALL CAP ETF | $2.01M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $1.87M | 0.3% |
| Warren E. Buffett | $1.82M | 0.3% |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.79M | 0.3% |
| UNITEDHEALTH GROUP INC | $1.73M | 0.3% |
| ConocoPhillips | $1.64M | 0.3% |
| Marathon Petroleum Corp | $1.63M | 0.3% |
| Carlyle Group Inc. | $1.62M | 0.3% |
| NEXTERA ENERGY INC | $1.53M | 0.2% |
| LOCKHEED MARTIN CORP | $1.51M | 0.2% |
| VANGUARD LARGE-CAP ETF | $1.47M | 0.2% |
| iShares MSCI UAE ETF | $1.45M | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $1.44M | 0.2% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.40M | 0.2% |
| COCA COLA CO | $1.39M | 0.2% |
| Tesla Inc | $1.33M | 0.2% |
| Ishares US Oil & Gas Exp. & Prod. | $1.33M | 0.2% |
| EXXON MOBIL CORP | $1.28M | 0.2% |
| ISHARES TIPS BOND ETF | $1.25M | 0.2% |
| MCDONALD'S CORP | $1.24M | 0.2% |
| Fidelity Bitcoin Fund | $1.23M | 0.2% |
| LINCOLN NATIONAL CORP | $1.18M | 0.2% |
| VANGUARD RUSSELL 1000 GROWTH ETF | $1.15M | 0.2% |
| ISHARES CORE S&P U.S. GROWTH ETF | $1.13M | 0.2% |
| ISHARES S&P 500 VALUE ETF | $1.10M | 0.2% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | $1.08M | 0.2% |
| ASTRAZENECA PLC ORD | $1.07M | 0.2% |
| WISDOMTREE JAPAN OPPORTUNITIES FUND | $1.00M | 0.2% |