Sunpointe, LLC - Q12026 Holdings

Sunpointe, LLC holds 266 stocks with a total portfolio value of $ 305.27M as of Q12026. In Q12026, Sunpointe, LLC added 36 new positions, increased stakes in 91 stocks, reduced 104 holdings, and fully exited 31 positions. The largest holding is Nvidia Corporation (NVDA), representing 6.09% of the total portfolio.