account_balance
Investment manager · 13F filer · SEC CIK 2052916
Bearing Point Capital, LLC
Reported value$773Mas of Sep 30, 2026
Positions206 15 new, 12 sold out
Top 10 weight30.1%NVDA alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.3%
AAPLApple Inc.
4.1%
PANWPalo Alto Networks Inc
4.1%
DELLDell Technologies Inc.
3.0%Trimmed −3%
MSFTMicrosoft Corp
2.9%Added +5%
RODMHartford Multifactor Developed Markets (Ex-US) ETF
2.6%Added +7%
AMZNAmazon.com Inc
2.3%
GDXJVaneck Junior Gold Miners ETF
2.1%Trimmed −16%
ADMArcher-Daniels-Midland Co
2.0%
VVisa Inc.
2.0%
JPMJPMorgan Chase & Co
1.9%
AVGOBroadcom Inc.
1.9%
NVDANVIDIA Corp
5.3%
AAPLApple Inc.
4.1%
PANWPalo Alto Networks Inc
4.1%
DELLDell Technologies Inc.
3.0%−3%
MSFTMicrosoft Corp
2.9%+5%
RODMHartford Multifactor Developed Markets (Ex-US) ETF
2.6%
AMZNAmazon.com Inc
2.3%
GDXJVaneck Junior Gold Miners ETF
2.1%
ADMArcher-Daniels-Midland Co
2.0%
V2.0%JPM1.9%AVGOBoxes 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
NVDA NVIDIA Corp 5.3% HeldAAPL Apple Inc. 4.1% HeldPANW Palo Alto Networks Inc 4.1% HeldDELL Dell Technologies Inc. 3.0% Trimmed −3%MSFT Microsoft Corp 2.9% Added +5%
RODM Hartford Multifactor Developed Markets (Ex-US) ETF 2.6% Added +7%
AMZN Amazon.com Inc 2.3% HeldGDXJ Vaneck Junior Gold Miners ETF 2.1% Trimmed −16%
ADM Archer-Daniels-Midland Co 2.0% HeldV Visa Inc. 2.0% HeldJPM JPMorgan Chase & Co 1.9% HeldAVGO Broadcom Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.