Long-term investor

Pointe Capital Management LLC @pointecapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001640335).

Record

  • Tracked since 2025-06-30 (446 days), 60 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year +11.1% · all +11.1%
  • Max drawdown n/a · win rate 32% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287614 · 9.0% · long · since 2025-06-30
  • 921946406 · 7.0% · long · since 2025-06-30
  • 92206C409 · 5.9% · long · since 2025-06-30
  • 464287457 · 5.0% · long · since 2025-06-30
  • 464287598 · 3.7% · long · since 2025-06-30
  • 46434G103 · 3.7% · long · since 2025-06-30
  • AAPL · 3.1% · long · since 2025-06-30
  • BRK-B · 2.7% · long · since 2025-06-30
  • 78463V107 · 2.5% · long · since 2025-06-30
  • 464287465 · 1.6% · long · since 2025-06-30
  • 02079K107 · 1.5% · long · since 2025-06-30
  • MSFT · 1.5% · long · since 2025-06-30

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