Pointe Capital Management LLC: 13F holdings
CIK 16403352026Q2
| Positions | 157 |
|---|---|
| Reported value | $223.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF ISHARES RUSSELL 1000 GROWTH ETF | 162,841 | $20.2m | 9.0% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 98,634 | $15.6m | 7.0% |
| VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | 166,242 | $13.1m | 5.9% |
| SHY ISHARES 1-3 YR TREASURY BOND ETF | 136,813 | $11.2m | 5.0% |
| IWD ISHARES RUSSELL 1000 VALUE ETF | 34,534 | $8.4m | 3.7% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 98,996 | $8.2m | 3.7% |
| AAPL APPLE INC | 23,854 | $6.9m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 12,181 | $6.1m | 2.7% |
| GLD SPDR GOLD ETF | 14,952 | $5.5m | 2.5% |
| EFA ISHARES MSCI EAFE ETF | 33,359 | $3.5m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1640335")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.