BEARING POINT CAPITAL, LLC

PrivateCIK: 2052916
Location

BLOOMINGTON, MN

166
Positions
$638.37M
Total AUM (reported)
5.19M
Total Shares

Allocation by class

TOTAL AUM$638.37M166 positions
STOCK$467.16M73.2%
ETF$142.60M22.3%
ADR$24.77M3.9%
REIT$1.98M0.3%
CEF$1.29M0.2%
CONVERTIBLE PREFERRED$575.2K0.1%

Portfolio Concentration

Top 311.4%4–1015.4%11–2524.6%Rest48.7%TOP 1026.7%0%100%
Top 3$72.47M11.4%
4–10$98.21M15.4%
11–25$156.93M24.6%
Rest$310.76M48.7%

Top 3 weight

11.4%

Top 10 weight

26.7%

Voting Authority Distribution

Total shares with voting rights: 5.19M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.19M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole166
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings166
Rows:

NVIDIA CORPORATION COM

SOLE
Stock
Shares182.13K
TypeSH
Market value$31.76M
4.98%
Sole
0.00
Shared
0.00
None
182.13K

APPLE INC COM

SOLE
Stock
Shares94.73K
TypeSH
Market value$24.04M
3.77%
Sole
0.00
Shared
0.00
None
94.73K

HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF

SOLE
ETF
Shares422.75K
TypeSH
Market value$16.66M
2.61%
Sole
0.00
Shared
0.00
None
422.75K

VANECK JUNIOR GOLD MINERS ETF

SOLE
ETF
Shares134.62K
TypeSH
Market value$16.16M
2.53%
Sole
0.00
Shared
0.00
None
134.62K

MICROSOFT CORP COM

SOLE
Stock
Shares40.70K
TypeSH
Market value$15.07M
2.36%
Sole
0.00
Shared
0.00
None
40.70K

AMAZON COM INC COM

SOLE
Stock
Shares69.90K
TypeSH
Market value$14.56M
2.28%
Sole
0.00
Shared
0.00
None
69.90K

ARCHER DANIELS MIDLAND CO COM

SOLE
Stock
Shares190.10K
TypeSH
Market value$13.82M
2.16%
Sole
0.00
Shared
0.00
None
190.10K

JPMORGAN CHASE & CO COM

SOLE
Stock
Shares44.69K
TypeSH
Market value$13.15M
2.06%
Sole
0.00
Shared
0.00
None
44.69K

BROADCOM INC COM

SOLE
Stock
Shares41.66K
TypeSH
Market value$12.89M
2.02%
Sole
0.00
Shared
0.00
None
41.66K

VISA INC COM CL A

SOLE
Stock
Shares41.57K
TypeSH
Market value$12.56M
1.97%
Sole
0.00
Shared
0.00
None
41.57K

HOWMET AEROSPACE INC COM

SOLE
Stock
Shares54.27K
TypeSH
Market value$12.51M
1.96%
Sole
0.00
Shared
0.00
None
54.27K

PALO ALTO NETWORKS INC COM

SOLE
Stock
Shares77.85K
TypeSH
Market value$12.48M
1.96%
Sole
0.00
Shared
0.00
None
77.85K

ALPHABET INC CAP STK CL A

SOLE
Stock
Shares41.21K
TypeSH
Market value$11.85M
1.86%
Sole
0.00
Shared
0.00
None
41.21K

BANK OF AMER CORP COM

SOLE
Stock
Shares222.95K
TypeSH
Market value$10.87M
1.70%
Sole
0.00
Shared
0.00
None
222.95K

ARGAN INC COM

SOLE
Stock
Shares19.80K
TypeSH
Market value$10.79M
1.69%
Sole
0.00
Shared
0.00
None
19.80K

CME GROUP INC COM

SOLE
Stock
Shares35.73K
TypeSH
Market value$10.55M
1.65%
Sole
0.00
Shared
0.00
None
35.73K

ISHARES 1-3 YEAR TREASURY BOND ETF

SOLE
ETF
Shares127.53K
TypeSH
Market value$10.53M
1.65%
Sole
0.00
Shared
0.00
None
127.53K

WISDOMTREE JAPAN HEDGED EQUITY FUND

SOLE
ETF
Shares65.63K
TypeSH
Market value$10.41M
1.63%
Sole
0.00
Shared
0.00
None
65.63K

CHEVRON CORPORATION COM

SOLE
Stock
Shares50.05K
TypeSH
Market value$10.36M
1.62%
Sole
0.00
Shared
0.00
None
50.05K

DELL TECHNOLOGIES INC CL C

SOLE
Stock
Shares60.06K
TypeSH
Market value$9.86M
1.54%
Sole
0.00
Shared
0.00
None
60.06K

SUNCOR ENERGY INC NEW COM

SOLE
Stock
Shares147.66K
TypeSH
Market value$9.76M
1.53%
Sole
0.00
Shared
0.00
None
147.66K

CLOUDFLARE INC CL A COM

SOLE
Stock
Shares45.17K
TypeSH
Market value$9.32M
1.46%
Sole
0.00
Shared
0.00
None
45.17K

ECOLAB INC COM

SOLE
Stock
Shares34.98K
TypeSH
Market value$9.31M
1.46%
Sole
0.00
Shared
0.00
None
34.98K

BHP BILLITON LIMITED SPONSORED ADS

SOLE
ADR
Shares127.77K
TypeSH
Market value$9.29M
1.46%
Sole
0.00
Shared
0.00
None
127.77K

AMERICAN EXPRESS CO COM

SOLE
Stock
Shares29.93K
TypeSH
Market value$9.05M
1.42%
Sole
0.00
Shared
0.00
None
29.93K
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