Arkolith/Funds/Pointe Capital Management LLC

Pointe Capital Management LLC

CIK 1640335
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Pointe Capital Management LLC holds a diversified book of 153 stocks worth $201.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Vanguard High DVD Yield ETF. Their largest long position is Ishares Russell 1000 Growth at 8% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
29
existing
Trimmed
56
reduced
Sold out
10
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
43%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

45% mapped to company sectors

ETF / fund or unclassified
55%
Financials
13%
Information Technology
12%
Industrials
5%
Consumer Discretionary
5%
Utilities
3%
Health Care
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

153 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Russell 1000 Growth ETF
ETF
$16.7M39.2K
8.3%
+1.4%
Added · +527 sh
2Vanguard High Dividend Yield Index ETF
ETF
$14.4M97.5K
7.2%
−0.9%
Reduced · −862 sh
3Vanguard Short-Term Corporate Bond ETF
ETF
$11.6M145.9K
5.7%
+5.0%
Added · +7K sh
4Ishares 1-3 Yr Treasury Bond ETF
ETF
$9.8M118.5K
4.8%
+8.5%
Added · +9K sh
5Ishares Russell 1000 Value ETF
ETF
$6.9M32.3K
3.4%
+7.3%
Added · +2K sh
6Ishares Core Msci Emerging Markets ETF
ETF
$6.7M96.7K
3.3%
+2.5%
Added · +2K sh
7SPDR Gold ETF
ETF
$6.2M14.5K
3.1%
−3.1%
Reduced · −471 sh
8Berkshire Hathaway Inc
DEL CL B NEW
$5.9M12.3K
2.9%
−2.6%
Reduced · −330 sh
9Apple Inc
COM
$5.7M22.4K
2.8%
~0%
Added · +6 sh
10Microsoft
COM
$3.3M8.9K
1.6%
−3.0%
Reduced · −281 sh
11Costco Wholesale Corp
COM
$3.3M3.3K
1.6%
Held
12RTX Corporation
COM
$3.1M16.1K
1.5%
−1.4%
Reduced · −236 sh
13Ishares Msci Eafe ETF
ETF
$3.1M32.0K
1.5%
+1.8%
Added · +565 sh
14JPMorgan Chase & Co
COM
$2.9M9.9K
1.4%
+0.6%
Added · +64 sh
15Ishares Msci Eafe Small Cap ETF
ETF
$2.9M36.5K
1.4%
+3.4%
Added · +1K sh
16Alphabet Inc
CAP STK CL C
$2.8M9.7K
1.4%
−4.5%
Reduced · −454 sh
17Ishares Russell Midcap Growth ETF
ETF
$2.7M21.3K
1.4%
+6.3%
Added · +1K sh
18Ishares Aggregate Bond ETF
ETF
$2.6M26.0K
1.3%
+12%
Added · +3K sh
19Ishares Russell Midcap Value Index
ETF
$2.2M15.4K
1.1%
+7.2%
Added · +1K sh
20Calamos Strategic Total Return FD
CEF
$2.1M124.1K
1.1%
+10.0%
Added · +11K sh
21Ishares Russell 2000 Value
ETF
$2.1M11.2K
1.1%
+1.6%
Added · +182 sh
22Ishares Russell 2000 ETF
ETF
$2.1M8.4K
1.0%
~0%
Reduced · −1 sh
23Amazon.com Inc
COM
$2.0M9.6K
1.0%
−9.0%
Reduced · −955 sh
24Google Inc
COM
$2.0M6.8K
1.0%
Held
25Nvidia Corporation
COM
$1.9M11.1K
1.0%
+15%
Added · +1K sh
26Vanguard Total Stock Market ETF
ETF
$1.8M5.7K
0.9%
+65%
Added · +2K sh
27Baker Hughes Inc
COM
$1.7M27.5K
0.8%
−4.0%
Reduced · −1K sh
28ALPS Trust ETF Alerian MLP
ETF
$1.6M31.3K
0.8%
+17%
Added · +5K sh
29Ishares Russell 2000 Growth Index
ETF
$1.6M5.0K
0.8%
+6.4%
Added · +305 sh
30Eaton Vance Tax Managed
CEF
$1.6M113.4K
0.8%
−1.7%
Reduced · −2K sh
31Ishares Core S&P Mid Cap ETF
ETF
$1.5M22.9K
0.8%
+2.1%
Added · +477 sh
32State Street Doubleline Total Return Tactical ETF
ETF
$1.5M36.7K
0.7%
+9.2%
Added · +3K sh
33Eaton Vance Tax Managed Global Equity
CEF
$1.5M168.1K
0.7%
+16%
Added · +23K sh
34Meta Platforms Inc
CL A
$1.4M2.4K
0.7%
−2.1%
Reduced · −52 sh
35TJX Cos Inc
COM NEW
$1.3M8.4K
0.7%
−1.1%
Reduced · −95 sh
36Mastercard Inc
COM
$1.3M2.6K
0.6%
Held
37Exxon Mobil Corp
COM
$1.3M7.6K
0.6%
−0.7%
Reduced · −50 sh
38Goldman Sachs Group Inc
COM
$1.3M1.5K
0.6%
−3.3%
Reduced · −51 sh
39Linde PLC SHS
COM
$1.2M2.4K
0.6%
−2.5%
Reduced · −61 sh
40Oracle Corporation
COM
$1.1M7.7K
0.6%
−1.7%
Reduced · −132 sh
41Enterprise Prods Partners L P
COM
$1.1M29.1K
0.5%
Held
42Netflix Com Inc
COM
$1.1M11.4K
0.5%
+4.7%
Added · +516 sh
43Eli Lilly & Co
COM
$1.1M1.2K
0.5%
−2.5%
Reduced · −31 sh
44Cisco Sys Inc
COM
$987K12.7K
0.5%
Held
45State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ETF
$971K10.6K
0.5%
+13%
Added · +1K sh
46O Reilly Automotive Inc
COM
$953K10.3K
0.5%
Held
47JPMorgan Equity Premium Income ETF
ETF
$919K16.2K
0.5%
−0.5%
Reduced · −80 sh
48ConocoPhillips
COM
$910K6.9K
0.5%
−2.4%
Reduced · −171 sh
49Visa Inc
COM
$898K3.0K
0.4%
−2.7%
Reduced · −84 sh
50Ishares Msci Eafe Value Index ETF
ETF
$897K12.1K
0.4%
+26%
Added · +3K sh
Showing 50 of 153 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026153$201.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026154$201.6M13F-HR
Q3 2025Sep 30, 2025Nov 24, 2025154$204.5M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025155$192.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.