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BEARING POINT CAPITAL, LLC 13F portfolio summary

BEARING POINT CAPITAL, LLC of BEARING POINT CAPITAL, LLC has 164 current stock holdings with a reported portfolio value of $638.4M. The portfolio 1 year return is +21.20%. Top holdings include SHY (0.00%), UNH (0.00%), TIP (0.00%), WFC-PL (0.00%), SHV (0.00%).

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BEARING POINT CAPITAL, LLC

BEARING POINT CAPITAL, LLC
Latest filing: 2026-03-31

BEARING POINT CAPITAL, LLC runs BEARING POINT CAPITAL, LLC and currently holds 164 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $638.37M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BEARING POINT CAPITAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BEARING POINT CAPITAL, LLC's portfolio at BEARING POINT CAPITAL, LLC has delivered returns of +21.20%. Their 3-year annualized return is +17.06%. Looking at the 5-year horizon, BEARING POINT CAPITAL, LLC has achieved +17.06% annualized returns at BEARING POINT CAPITAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.20%
#0/1000
3 Year
+17.06%
#0/1000
5 Year
+17.06%
#0/1000

Portfolio Value

$638.37M

Alpha Score

16.2

#0 of 1000

Holdings

164

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change