BEARING POINT CAPITAL, LLC
RIA/Wealth
BEARING POINT CAPITAL, LLC is a RIA/Wealth based in Bloomington, MN led by Gregg Richard Huberty, reporting $907.5M in AUM as of Q3 2025 with NVDA as the largest holding (6% allocation).
FounderGregg Richard Huberty
- Portfolio Value
- $580.4M
- Positions
- 163
- Top Holding
- NVDA at 6.11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BEARING POINT CAPITAL, LLC's portfolio (29.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $35.5M | 6.11% | -$321.9K Sold | 0.00% 190.2K shares | |
Consumer Electronics Technology | $23.5M | 4.05% | -$551.3K Sold | 0.00% 92.4K shares | |
Software - Infrastructure Technology | $18.3M | 3.15% | -$31.6K Sold | 0.00% 35.3K shares | |
Semiconductors Technology | $14.9M | 2.58% | -$925.4K Sold | 0.00% 45.3K shares | |
ETF ETF | $14.4M | 2.48% | -$664.9K Sold | — 173.4K shares | |
Banks - Diversified Financial Services | $14.4M | 2.48% | -$147.3K Sold | 0.00% 45.6K shares | |
Software - Infrastructure Technology | $13.9M | 2.39% | +$964.8K Bought | 0.01% 68.0K shares | |
Specialty Retail Consumer Cyclical | $13.2M | 2.27% | -$28.8K Sold | 0.00% 60.1K shares | |
Financial - Credit Services Financial Services | $13.0M | 2.23% | +$5.5K Bought | 0.00% 38.0K shares | |
ETF ETF | $12.4M | 2.13% | +$63.4K Bought | — 124.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BEARING POINT CAPITAL, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for BEARING POINT CAPITAL, LLC
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