Sunpointe, LLC - Q42025 Holdings

Sunpointe, LLC holds 261 stocks with a total portfolio value of $ 301.59M as of Q42025. In Q42025, Sunpointe, LLC added 32 new positions, increased stakes in 129 stocks, reduced 71 holdings, and fully exited 27 positions. The largest holding is Nvidia Corporation (NVDA), representing 6.89% of the total portfolio.