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Portfolio (Quarterly) Guide ↗

VIEWPOINT INVESTMENT PARTNERS CORP

· CIK 0001767457
13F Portfolio $216M AUM 97 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 29 Added 20 Reduced 10 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KR Kroger Co Consumer Defensive 5,100.0 $270K 0.12% +2K +50.0% $52.97 +22.1%
22 BAH Booz Allen Hamilton Hldgn Cor Industrials 4,600.0 $263K 0.12% +2K +53.3% $57.12 +41.8%
23 DRI Darden Restaurants Inc Consumer Cyclical 1,800.0 $258K 0.12% +500.0 +38.5% $143.50 +43.5%
24 HCA HCA Healthcare Inc Healthcare 700.0 $242K 0.11% +200.0 +40.0% $346.41 +13.2%
25 PAA Plains All Amern Pipeline L Energy 14,700.0 $240K 0.11% +2K +18.6% $16.35 +40.5%
26 FOXA Fox Corp Communication Services 5,300.0 $227K 0.10% +2K +82.8% $42.75 +53.2%
27 CHTR Charter Communications Inc N Communication Services 1,400.0 $221K 0.10% +200.0 +16.7% $158.02 -6.9%
28 RS Reliance Inc Basic Materials 900.0 $200K 0.09% +200.0 +28.6% $222.54 +70.0%
29 Aegon Ltd 30,100.0 $160K 0.07% +10K +53.6% $5.31
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 30.1%
Financial Services 20.5%
Technology 12.0%
Basic Materials 11.0%
Communication Services 8.1%
Consumer Defensive 6.6%
Healthcare 4.7%
Utilities 3.5%
Industrials 2.4%
Consumer Cyclical 1.0%