Pointe Capital Management LLC

CIK: 0001640335SEC EDGAR →

Portfolio Value

$201.6M

Holdings

154

As of

Q4 2025

New Positions

2

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES RUSSELL 1000 GROWTH SHS

38,644$18.3M
9.07%
2

VANGUARD HIGH DIVIDEND YIELD INDEX SHS

98,378$14.1M
7.00%
3

VANGUARD SHORT-TERM CORPORATE BOND SHS

138,970$11.1M
5.50%
4

ISHARES 1-3 YR TREASURY BOND SHS

109,248$9.0M
4.49%
5

ISHARES CORE MSCI EMERGING MARKETS SHS

94,354$6.3M
3.15%
6

BERKSHIRE HATHAWAY INC DEL CL B NEW

12,600$6.3M
3.14%
7

ISHARES RUSSELL 1000 VALUE SHS

30,093$6.3M
3.14%
8

APPLE INC

22,355$6.1M
3.01%
9

SPDR GOLD SHS

14,924$5.9M
2.93%
10

MICROSOFT

9,213$4.5M
2.21%

Quarterly Changes

Top Buys

SHY↑ Increased
$1.7M
VCSH↑ Increased
$1.3M
IWF↑ Increased
$730K
IWD↑ Increased
$597K
EFA↑ Increased
$397K

Top Sells

TTDCLOSED
$5.6M
LNG↓ Decreased
$1000K
ORCL↓ Decreased
$753K
GOOG↓ Decreased
$616K
BRK/B↓ Decreased
$591K

New Positions (8)

$324K · 2K shares
$268K · 6K shares
$265K · 6K shares
$245K · 2K shares
$208K · 14K shares
$205K · 1K shares
$204K · 2K shares
$202K · 979 shares

Closed Positions (8)

$5.6M · 115K shares
$441K · 3K shares
$411K · 3K shares
$290K · 6K shares
$263K · 8K shares
$252K · 11K shares
$214K · 13K shares
$167K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services62$117.0M58.0%
Technology13$18.9M9.4%
Unknown12$18.3M9.1%
Industrials12$9.5M4.7%
Communication Services5$8.5M4.2%
Energy11$7.1M3.5%
Consumer Cyclical10$6.6M3.3%
Consumer Defensive7$5.6M2.8%
Healthcare11$5.5M2.8%
Utilities6$2.4M1.2%
Basic Materials3$1.6M0.8%
Real Estate2$746K0.4%