BEARING POINT CAPITAL, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$581.0B

Holdings

164

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
OPPJWISDOMTREE JAPAN OPPORTUNITIES FUND
$758.7M
DUKDUKE ENERGY CORP NEW COM NEW
$751.9M
IWMISHARES RUSSELL 2000 ETF
$745.7M
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
$710.7M
IVWISHARES S&P 500 GROWTH ETF
$687.1M
CGCARLYLE GROUP INC COM
$675.6M
VOOVANGUARD S&P 500 ETF
$673.6M
SPGSIMON PPTY GROUP INC NEW COM
$670.4M
RFREGIONS FINANCIAL CORP NEW COM
$666.0M
ARANTERO RESOURCES CORP COM
$649.7M
FEFIRSTENERGY CORP COM
$645.8M
TXTERNIUM SA SPONSORED ADS
$625.1M
DHID R HORTON INC COM
$623.6M
DCIDONALDSON INC COM
$622.3M
EIXEDISON INTL COM
$611.9M
JNJJOHNSON & JOHNSON COM
$599.3M
DYHTARGET CORP COM
$587.3M
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$573.9M
IWRISHARES RUSSELL MIDCAP ETF
$571.2M
TRVTRAVELERS COMPANIES INC COM
$563.7M
PGPROCTER AND GAMBLE CO COM
$546.4M
IWOISHARES RUSSELL 2000 GROWTH ETF
$544.4M
SWKSTANLEY BLACK & DECKER INC COM
$542.0M
ABTABBOTT LABS COM
$531.1M
TDIVTDIV - FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
$522.0M
NSCNORFOLK SOUTHN CORP COM
$517.6M
EQIXEQUINIX INC COM
$491.9M
NDQINVESCO QQQ TRUST SERIES I
$479.7M
EFXEFX - EQUIFAX INC COM
$462.3M
CRCCANADIAN NAT RES LTD COM
$460.9M
VBRVANGUARD SMALL CAP VALUE ETF
$459.2M
ZSZSCALER INC COM
$457.9M
METAMETA PLATFORMS INC CL A
$456.8M
TAT&T INC COM
$432.5M
RTXRTX CORPORATION COM
$419.2M
WMTWALMART INC COM
$410.4M
AVRANTERIS TECHNOLOGIES GLOBAL COM
$409.5M
SHVISHARES SHORT TREASURY BOND ETF
$408.8M
PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
$385.1M
PLTRPALANTIR TECHNOLOGIES INC CL A
$383.4M
HRLHORMEL FOODS CORP COM
$363.4M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$349.2M
MPCMARATHON PETE CORP COM
$346.0M
EFAISHARES MSCI EAFE ETF
$324.0M
NOWSERVICENOW INC COM
$317.5M
VTIVANGUARD TOTAL STOCK MARKET ETF
$308.8M
ORCLORACLE CORP COM
$302.1M
PEOEXELON CORP COM
$283.0M
NFLXNETFLIX INC COM
$279.3M
IWNISHARES RUSSELL 2000 VALUE ETF
$279.0M
IWBISHARES RUSSELL 1000 ETF
$266.8M
DGIIDIGI INTL INC COM
$255.2M
WMBWILLIAMS COS INC COM
$252.5M
RIORIO TINTO PLC SPONSORED ADR
$250.8M
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
$246.7M
TRUTRANSUNION COM
$245.1M
TSCOTRACTOR SUPPLY CO COM
$230.9M
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$227.9M
XLFFINANCIAL SELECT SECTOR SPDR FUND
$227.0M
WCNWASTE CONNECTIONS INC COM
$224.1M
KGCKINROSS GOLD CORP COM
$211.2M
SILGLOBAL X SILVER MINERS ETF
$208.8M
BKRBAKER HUGHES COMPANY CL A
$207.9M
KMIKINDER MORGAN INC DEL COM
$202.4M
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