Pointe Capital Management LLC has filed its 13F form on November 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $17.6M, Vanguard Whitehall Fds (Vangua with a value of $14M, Vanguard Sht Term Corp Bd ETF with a value of $9.73M, Ishares Barclays 1 3 Year Trea with a value of $7.37M, and Berkshire Hathaway Inc Class B with a value of $6.92M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $189M to 201M.
Below you can find more details about Pointe Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$201 Million
ETFs: $96.6 Million
Financial Services: $30.5 Million
Technology: $24.2 Million
Energy: $10.3 Million
Industrials: $9.4 Million
Communication Services: $7.8 Million
Consumer Cyclical: $6.98 Million
Consumer Defensive: $6.4 Million
Other: $8.23 Million
Stock Holdings Table Market Cap. of $200 Billions or more
