Pointe Capital Management LLC - Portfolio overview

Pointe Capital Management LLC has 167 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES RUSSELL 1000 GROWTH ETF, 7.80%
2. VYM - VANGUARD HIGH DIVIDEND YIELD INDEX ETF, 6.74%
3. VCSH - VANGUARD SHORT-TERM CORPORATE BOND ETF, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.