CROSSPOINT FINANCIAL, LLC Portfolio Holdings
Q3 2025•33 long positions•$39.9M portfolio value
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Holding36 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.0M 32.7% | -$436.8K Sold | — 344.3K shares | 355.9K → 344.3K −$436.8K | -3.24% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $4.3M 10.91% | — | 0.0% 8.6K shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 6.68% | -$66.7K Sold | — 50.9K shares | 52.2K → 50.9K −$66.7K | -2.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.1M 5.22% | +$2.1M New | — 54.2K shares | 0 → 54.2K +$2.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 4.23% | +$90.1K Bought | — 45.0K shares | 42.6K → 45.0K +$90.1K | +5.65% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 3.58% | -$98.4K Sold | — 43.5K shares | 46.5K → 43.5K −$98.4K | -6.46% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.4M 3.39% | — | — 21.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.2M 2.95% | -$118.3K Sold | — 16.2K shares | 17.8K → 16.2K −$118.3K | -9.13% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 2.8% | — | — 31.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $965.3K 2.42% | — | — 34.4K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $833.2K 2.09% | — | — 22.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $730.9K 1.83% | +$24.4K Bought | — 7.3K shares | 7.1K → 7.3K +$24.4K | +3.45% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $697.2K 1.75% | +$11.2K Bought | 0.0% 3.7K shares | 3.7K → 3.7K +$11.2K | +1.63% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $689.7K 1.73% | +$364.4K Bought | — 10.6K shares | 5.0K → 10.6K +$364.4K | +112.0% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $649.9K 1.63% | -$58.8K Sold | 0.0% 885.0 shares | 965.0 → 885.0 −$58.8K | -8.29% | $1.84T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $544.5K 1.37% | — | — 17.4K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $527.3K 1.32% | — | — 18.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $525.1K 1.32% | +$525.1K New | — 14.3K shares | 0 → 14.3K +$525.1K | New | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $517.5K 1.3% | — | 0.001% 1.6K shares | — | — | $91.4B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $493.2K 1.24% | -$55.4K Sold | — 13.5K shares | 15.1K → 13.5K −$55.4K | -10.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $418.8K 1.05% | — | — 8.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $410.4K 1.03% | — | 0.0% 2.3K shares | — | — | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $395.2K 0.991% | +$1.1K Bought | — 16.5K shares | 16.5K → 16.5K +$1.1K | +0.27% | — — | Q1 2025 Held for 8 months | |
Software - Application Technology | $365.5K 0.917% | -$23.6K Sold | 0.0% 1.1K shares | 1.2K → 1.1K −$23.6K | -6.07% | $86.7B Large Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $349.1K 0.876% | — | 0.002% 3.3K shares | — | — | $14.7B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $308.9K 0.775% | — | — 8.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $285.9K 0.717% | — | 0.0% 1.3K shares | — | — | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $276.6K 0.694% | +$9.8K Bought | 0.0% 534.0 shares | 515.0 → 534.0 +$9.8K | +3.69% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $268.7K 0.674% | — | — 7.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $253.7K 0.636% | +$253.7K New | — 6.1K shares | 0 → 6.1K +$253.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $245.1K 0.615% | -$78.2K Sold | — 5.4K shares | 7.1K → 5.4K −$78.2K | -24.18% | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $232.5K 0.583% | +$232.5K Bought | 0.0% 913.0 shares | — | — | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
Electrical Equipment & Parts Industrials | $1.8K 0.004% | — | — 10.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | - — | -$876.7K Sold | — - shares | 3.8K → 0 −$876.7K | Sold | — — | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | - — | -$29.5K Sold | — - shares | 1.4K → 0 −$29.5K | Sold | $6.6B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | - — | -$282.5K Sold | — - shares | 3.8K → 0 −$282.5K | Sold | — — | Q2 2025 Held for 5 months |
