account_balance

Investment manager · 13F filer · SEC CIK 1640335

Pointe Capital Management LLC

Reported value$223Mas of Jun 30, 2026
Positions157 6 new, 2 sold out
Top 10 weight44.2%IWF alone is 9%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWF iShares Russell 1000 Growth ETF 9.0% Added +4%
VYM Vanguard High Dividend Yield Index ETF 7.0% Held
VCSH Vanguard Short-Term Corporate Bond ETF 5.9% Added +14%
SHY iShares 1-3 Yr Treasury Bond ETF 5.0% Added +15%
IWD iShares Russell 1000 Value ETF 3.7% Added +7%
IEMG iShares Core MSCI Emerging Markets ETF 3.7% Added +2%
AAPL Apple Inc. 3.1% Added +7%BRK-B Berkshire Hathaway Inc 2.7% HeldGLD SPDR Gold Trust 2.5% Added +3%
EFA iShares MSCI EAFE ETF 1.6% Added +4%
GOOG Alphabet Inc. 1.5% HeldMSFT Microsoft Corp 1.5% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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