DOSSIER · 13F-HR · Q2 2026
Sunpointe, LLC
$352M in tracked AUM across 281 positions as of Q2 2026.
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CIK 0002012181 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive SEC 13F Filing Analysis: Sunpointe, LLC
1. Portfolio Overview
Sunpointe, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm's total portfolio value surged by 146.2%, growing from $122.50M to $301.59M. This dramatic increase in Assets Under Management (AUM) suggests a substantial influx of new capital rather than merely market appreciation, as the broad market would need to more than double to account for such growth or...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.