Bearing Point Capital, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Medtronic plc | $978.5K | 0.2% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $964.5K | 0.2% |
| Morgan Stanley | $961.7K | 0.2% |
| ISHARES BITCOIN TRUST ETF | $931.9K | 0.1% |
| EATON VANCE TAX-MANAGED GLOBAL COM | $895.8K | 0.1% |
| SPDR GOLD SHARES | $849.7K | 0.1% |
| DOMINION ENERGY, INC | $843.7K | 0.1% |
| VANGUARD DIVIDEND APPRECIATION ETF | $840.4K | 0.1% |
| SAP SE SPON ADR | $840.2K | 0.1% |
| CORVEL CORP | $812.0K | 0.1% |
| ISHARES RUSSELL 2000 ETF | $786.5K | 0.1% |
| JOHNSON & JOHNSON | $768.6K | 0.1% |
| nVent Electric plc | $737.0K | 0.1% |
| Duke Energy Corp | $721.0K | 0.1% |
| ISHARES S&P 500 GROWTH ETF | $701.6K | 0.1% |
| VANGUARD TOTAL STOCK MARKET ETF | $698.7K | 0.1% |
| VANGUARD S&P 500 ETF | $690.5K | 0.1% |
| Ternium S.A.TX | $687.4K | 0.1% |
| Regions Financial Corp | $684.4K | 0.1% |
| PFIZER INC | $676.3K | 0.1% |
| EDISON INTERNATIONAL | $664.4K | 0.1% |
| Simon Property Group Inc | $661.2K | 0.1% |
| ABBOTT LABORATORIES | $651.4K | 0.1% |
| ISHARES SELECT DIVIDEND ETF | $647.1K | 0.1% |
| DONALDSON Co INC | $643.1K | 0.1% |
| ISHARES RUSSELL MIDCAP ETF | $635.6K | 0.1% |
| FirstEnergy Corp | $631.0K | 0.1% |
| CATERPILLAR INC | $621.0K | 0.1% |
| WELLS FARGO & CO PERP PFD CNV A | $603.6K | 0.1% |
| TRAVELERS COMPANIES, INC. | $585.6K | 0.1% |
| ASSOCIATED BANC-CORP | $579.5K | 0.1% |
| PROCTER & GAMBLE Co | $579.4K | 0.1% |
| TDIV - FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $570.9K | 0.1% |
| INVESCO QQQ TRUST SERIES I | $559.0K | 0.1% |
| Equinix Inc | $530.9K | 0.1% |
| ISHARES RUSSELL 2000 GROWTH ETF | $525.2K | 0.1% |
| NORFOLK SOUTHERN CORP | $511.9K | 0.1% |
| CANADIAN NAT RES LTD COM | $488.2K | 0.1% |
| RTX Corp | $481.4K | 0.1% |
| ISHARES RUSSELL MID-CAP VALUE ETF | $478.3K | 0.1% |
| Anteris Technologies Global Corp. | $476.8K | 0.1% |
| STANLEY BLACK & DECKER, INC. | $476.7K | 0.1% |
| Walmart Inc. | $475.9K | 0.1% |
| VANGUARD SMALL CAP VALUE ETF | $469.8K | 0.1% |
| Meta Platforms Inc | $469.3K | 0.1% |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $456.6K | 0.1% |
| ISHARES MSCI EAFE ETF | $445.6K | 0.1% |
| ISHARES MSCI ACWI ETF | $443.1K | 0.1% |
| STATE STREET SPDR S&P HOMEBUILDERS ETF | $430.8K | 0.1% |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $429.3K | 0.1% |