Viewpoint Investment Partners Corp

13F filer · CIK 0001767457

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$290MU.S. long equity reported on 13F

Positions10133 new · 6 closed

Net flow last quarter+$18.6MBuys minus sells

Top 10 positions weight21.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026101 positions
RYRoyal Bank of Canada	$8.77M	3.03%	0.00%	0.0%	Q1 2026
ENBEnbridge Inc	$8.74M	3.02%	0.01%	+0.2%	Q1 2026
CNQCANADIAN NATURAL RESOURCES Ltd	$7.26M	2.51%	0.01%	+0.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$6.33M	2.19%	Not reported	-3.6%	Q1 2025
JPMJPMorgan Chase & Co	$6.18M	2.13%	0.00%	+0.1%	Q1 2025
NTRNutrien Ltd.	$6.01M	2.07%	0.02%	+96.2%	Q1 2026
SOBOSouth Bow Corp	$5.27M	1.82%	0.08%	0.0%	Q1 2026
LNGCheniere Energy, Inc.	$4.98M	1.72%	0.01%	+0.3%	Q1 2026
ABBVAbbVie Inc.	$4.48M	1.55%	0.00%	+0.3%	Q1 2025
COSTCostco Wholesale Corp	$4.44M	1.53%	0.00%	-2.6%	Q1 2025
GOOGLAlphabet Inc.	$4.39M	1.51%	0.00%	+0.5%	Q4 2023
MSFTMicrosoft Corp	$4.2M	1.45%	0.00%	+0.4%	Q1 2025
GLDSPDR Gold Trust	$3.43M	1.18%	0.00%	+4.5%	Q1 2025
BKRBaker Hughes Co	$3.4M	1.17%	0.01%	New	Q2 2026
AAPLApple Inc.	$3.37M	1.16%	0.00%	+0.5%	Q1 2025
WPMWheaton Precious Metals Corp.	$3.17M	1.09%	0.01%	-0.3%	Q1 2026
VZVerizon Communications Inc	$3.07M	1.06%	0.00%	+8.1%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.73M	0.94%	0.00%	-1.8%	Q1 2025
ASMLAsml Holding NV	$2.53M	0.87%	0.00%	Not reported	Q1 2026
NVDANvidia Corp	$2.49M	0.86%	0.00%	+0.4%	Q1 2025
TDToronto Dominion Bank	$2.25M	0.78%	0.00%	+0.8%	Q1 2026
TRPTC Energy Corp	$2.22M	0.77%	Not reported	+0.1%	Q1 2026
BIPCBrookfield Infrastructure Corp	$2.21M	0.76%	0.09%	+129.0%	Q1 2026
BIPBrookfield Infrastructure Partners L.P.	$2.18M	0.75%	Not reported	+46.4%	Q1 2026
CNICanadian National Railway Co	$2.12M	0.73%	0.00%	Not reported	Q4 2025
BHPBHP Group Ltd	$2M	0.69%	0.00%	-4.1%	Q1 2025
CVXChevron Corp	$1.95M	0.67%	0.00%	Not reported	Q1 2025
SUSuncor Energy Inc	$1.64M	0.57%	0.00%	+0.8%	Q4 2025
BNSBank of Nova Scotia	$1.5M	0.52%	0.00%	-5.4%	Q1 2026
AEMAgnico Eagle Mines Ltd	$1.49M	0.52%	0.00%	-0.3%	Q1 2026
BMOBank of Montreal	$1.15M	0.40%	0.00%	Not reported	Q1 2026
PAAPlains All American Pipeline LP	$1.03M	0.36%	0.01%	+214.3%	Q4 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$897K	0.31%	Not reported	-27.9%	Q1 2025
TSTenaris SA	$788K	0.27%	0.00%	New	Q2 2026
SHELShell plc	$783K	0.27%	0.00%	+215.6%	Q4 2025
CCJCameco Corp	$724K	0.25%	0.00%	+24.5%	Q1 2026
MAMastercard Inc	$689K	0.24%	0.00%	Not reported	Q1 2025
EIXEdison International	$633K	0.22%	0.00%	-29.8%	Q4 2025
MUMicron Technology Inc	$618K	0.21%	0.00%	New	Q2 2026
EEni Spa	$595K	0.21%	0.00%	+126.8%	Q4 2025
FTSFortis Inc.	$581K	0.20%	0.00%	-0.7%	Q1 2026
VLOValero Energy Corp	$573K	0.20%	0.00%	New	Q2 2026
NVSNovartis AG	$533K	0.18%	0.00%	Not reported	Q4 2025
MCKMckesson Corp	$529K	0.18%	0.00%	+40.0%	Q4 2025
SYYSysco Corp	$527K	0.18%	0.00%	+14.6%	Q4 2025
CMCanadian Imperial Bank of Commerce	$522K	0.18%	0.00%	+0.5%	Q1 2026
DRIDarden Restaurants Inc	$515K	0.18%	0.00%	+38.9%	Q4 2025
MFCManulife Financial Corp	$492K	0.17%	Not reported	Not reported	Q1 2026
YUMCYum China Holdings, Inc.	$490K	0.17%	0.00%	+100.0%	Q1 2026
OTISOtis Worldwide Corp	$487K	0.17%	0.00%	-15.0%	Q4 2025

Q1 2026Reported Apr 23, 202674 positions
CNQCANADIAN NATURAL RESOURCES Ltd	$8.98M	4.16%	0.01%	Not reported	Q4 2023
ENBEnbridge Inc	$8.84M	4.10%	0.01%	New	Q1 2026
RYRoyal Bank of Canada	$6.92M	3.21%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$6.29M	2.91%	Not reported	-3.5%	Q1 2025
LNGCheniere Energy, Inc.	$5.85M	2.71%	0.01%	New	Q1 2026
JPMJPMorgan Chase & Co	$5.54M	2.56%	0.00%	-0.4%	Q1 2025
SOBOSouth Bow Corp	$5.04M	2.33%	0.08%	New	Q1 2026
COSTCostco Wholesale Corp	$4.87M	2.26%	0.00%	-3.2%	Q1 2025
MSFTMicrosoft Corp	$4.13M	1.91%	0.00%	-1.3%	Q1 2025
ABBVAbbVie Inc.	$3.85M	1.78%	0.00%	-0.4%	Q1 2025
GLDSPDR Gold Trust	$3.83M	1.78%	0.00%	-0.3%	Q1 2025
WPMWheaton Precious Metals Corp.	$3.77M	1.75%	0.01%	New	Q1 2026
NTRNutrien Ltd.	$3.73M	1.73%	0.01%	New	Q1 2026
GOOGLAlphabet Inc.	$3.48M	1.61%	0.00%	-2.1%	Q4 2023
VZVerizon Communications Inc	$3.24M	1.50%	0.00%	+412.9%	Q4 2025
AAPLApple Inc.	$2.94M	1.36%	0.00%	-0.2%	Q1 2025
CVXChevron Corp	$2.44M	1.13%	0.00%	+5.4%	Q1 2025
TRPTC Energy Corp	$2.13M	0.99%	Not reported	New	Q1 2026
NVDANvidia Corp	$2.13M	0.98%	0.00%	-10.2%	Q1 2025
AEMAgnico Eagle Mines Ltd	$2.02M	0.93%	0.00%	New	Q1 2026
SUSuncor Energy Inc	$2M	0.93%	0.00%	+520.1%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.95M	0.90%	0.00%	+8.9%	Q1 2025
CNICanadian National Railway Co	$1.85M	0.86%	0.00%	+948.9%	Q4 2025
TDToronto Dominion Bank	$1.76M	0.81%	0.00%	New	Q1 2026
BHPBHP Group Ltd	$1.73M	0.80%	0.00%	+344.7%	Q1 2025
ASMLAsml Holding NV	$1.67M	0.77%	0.00%	New	Q1 2026
BIPBrookfield Infrastructure Partners L.P.	$1.51M	0.70%	Not reported	New	Q1 2026
BNSBank of Nova Scotia	$1.3M	0.60%	0.00%	New	Q1 2026
BIPCBrookfield Infrastructure Corp	$1.05M	0.49%	0.04%	New	Q1 2026
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.05M	0.49%	Not reported	-6.3%	Q1 2025
BMOBank of Montreal	$896K	0.41%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$677K	0.31%	Not reported	Not reported	Q1 2025
MAMastercard Inc	$669K	0.31%	0.00%	-1.9%	Q1 2025
EIXEdison International	$648K	0.30%	0.00%	+65.8%	Q4 2025
CCJCameco Corp	$632K	0.29%	0.00%	New	Q1 2026
FTSFortis Inc.	$537K	0.25%	0.00%	New	Q1 2026
OTISOtis Worldwide Corp	$451K	0.21%	0.00%	+86.1%	Q4 2025
PBAPembina Pipeline Corp	$443K	0.21%	0.00%	New	Q1 2026
CMCanadian Imperial Bank of Commerce	$437K	0.20%	0.00%	New	Q1 2026
MFCManulife Financial Corp	$426K	0.20%	Not reported	New	Q1 2026
NVSNovartis AG	$380K	0.18%	0.00%	+30.8%	Q4 2025
BNBROOKFIELD Corp	$377K	0.17%	Not reported	New	Q1 2026
PGPROCTER & GAMBLE Co	$364K	0.17%	0.00%	+13.7%	Q2 2025
BTIBritish American Tobacco p.l.c.	$360K	0.17%	0.00%	+61.5%	Q4 2025
CMCSAComcast Corp	$353K	0.16%	0.00%	+24.4%	Q4 2025
BAMBrookfield Asset Management Ltd.	$349K	0.16%	Not reported	New	Q1 2026
GISGeneral Mills Inc	$343K	0.16%	0.00%	+168.1%	Q4 2025
MOAltria Group, Inc.	$337K	0.16%	0.00%	+55.8%	Q4 2025
MCKMckesson Corp	$317K	0.15%	0.00%	+25.0%	Q4 2025
MCDMcdonalds Corp	$311K	0.14%	0.00%	New	Q1 2026

Q4 2025Reported Jan 29, 202652 positions
BRK.BBerkshire Hathaway Inc	$6.72M	3.20%	Not reported	+1.8%	Q1 2025
JPMJPMorgan Chase & Co	$5.9M	2.81%	0.00%	+4.1%	Q1 2025
MSFTMicrosoft Corp	$5.22M	2.48%	0.00%	-0.2%	Q1 2025
COSTCostco Wholesale Corp	$4.05M	1.93%	0.00%	+1.3%	Q1 2025
ABBVAbbVie Inc.	$3.88M	1.84%	0.00%	-2.5%	Q1 2025
GOOGLAlphabet Inc.	$3.75M	1.78%	0.00%	+6.0%	Q4 2023
GLDSPDR Gold Trust	$3.52M	1.67%	0.00%	-1.9%	Q1 2025
AAPLApple Inc.	$3.14M	1.50%	0.00%	+3.4%	Q1 2025
NVDANvidia Corp	$2.1M	1.00%	0.00%	-10.5%	Q1 2025
CVXChevron Corp	$1.69M	0.81%	0.00%	-16.2%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.45M	0.69%	0.00%	-0.3%	Q1 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.04M	0.49%	Not reported	-8.9%	Q1 2025
MAMastercard Inc	$756K	0.36%	0.00%	Not reported	Q1 2025
GOOGAlphabet Inc.	$736K	0.35%	Not reported	+17.3%	Q1 2025
VZVerizon Communications Inc	$489K	0.23%	0.00%	New	Q4 2025
EIXEdison International	$438K	0.21%	0.00%	New	Q4 2025
CMCSAComcast Corp	$378K	0.18%	0.00%	New	Q4 2025
OTISOtis Worldwide Corp	$376K	0.18%	0.00%	New	Q4 2025
NVSNovartis AG	$358K	0.17%	0.00%	New	Q4 2025
RPRXRoyalty Pharma plc	$328K	0.16%	0.00%	New	Q4 2025
MCKMckesson Corp	$328K	0.16%	0.00%	New	Q4 2025
RIORio Tinto PLC	$320K	0.15%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$308K	0.15%	0.00%	-4.9%	Q2 2025
BHPBHP Group Ltd	$308K	0.15%	0.00%	-77.6%	Q1 2025
SUSuncor Energy Inc	$299K	0.14%	0.00%	New	Q4 2025
EEni Spa	$296K	0.14%	0.00%	New	Q4 2025
SYYSysco Corp	$295K	0.14%	0.00%	New	Q4 2025
BTIBritish American Tobacco p.l.c.	$294K	0.14%	0.00%	New	Q4 2025
LBRDALiberty Broadband Corp	$290K	0.14%	Not reported	Not reported	Q4 2023
OMCOmnicom Group Inc.	$283K	0.13%	0.00%	New	Q4 2025
SHELShell plc	$272K	0.13%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$263K	0.13%	0.00%	New	Q4 2025
BAHBooz Allen Hamilton Holding Corp	$253K	0.12%	0.00%	New	Q4 2025
CHTRCharter Communications, Inc.	$251K	0.12%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$248K	0.12%	0.00%	New	Q4 2025
CLXClorox Co	$242K	0.12%	0.00%	New	Q4 2025
DRIDarden Restaurants Inc	$239K	0.11%	0.00%	New	Q4 2025
TGTTarget Corp	$235K	0.11%	0.00%	New	Q4 2025
HCAHCA Healthcare, Inc.	$233K	0.11%	0.00%	New	Q4 2025
CNICanadian National Railway Co	$231K	0.11%	0.00%	New	Q4 2025
CFCF Industries Holdings, Inc.	$224K	0.11%	0.00%	New	Q4 2025
PAAPlains All American Pipeline LP	$223K	0.11%	0.00%	New	Q4 2025
ERICEricsson LM Telephone Co	$220K	0.10%	Not reported	New	Q4 2025
GISGeneral Mills Inc	$219K	0.10%	0.00%	New	Q4 2025
FCNCAFirst Citizens Bancshares Inc	$215K	0.10%	Not reported	New	Q4 2025
KRKroger Co	$212K	0.10%	0.00%	New	Q4 2025
FOXAFox Corp	$212K	0.10%	290000.00%	New	Q4 2025
TTETotalEnergies SE	$209K	0.10%	0.00%	New	Q4 2025
MAAMid America Apartment Communities Inc.	$208K	0.10%	0.00%	New	Q4 2025
PSAPublic Storage	$208K	0.10%	0.00%	New	Q4 2025

Q3 2025Reported Oct 31, 202518 positions
BRK.BBerkshire Hathaway Inc	$6.38M	3.48%	Not reported	Not reported	Q1 2025
MSFTMicrosoft Corp	$5.38M	2.94%	0.00%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$5.1M	2.79%	0.00%	Not reported	Q1 2025
COSTCostco Wholesale Corp	$4.59M	2.51%	0.00%	Not reported	Q1 2025
ABBVAbbVie Inc.	$3.23M	1.76%	0.00%	Not reported	Q1 2025
GLDSPDR Gold Trust	$2.76M	1.51%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$2.29M	1.25%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$1.99M	1.09%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$1.98M	1.08%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$1.9M	1.04%	0.00%	Not reported	Q1 2025
BHPBHP Group Ltd	$1.09M	0.60%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.08M	0.59%	0.00%	Not reported	Q1 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.04M	0.57%	Not reported	Not reported	Q1 2025
MAMastercard Inc	$745K	0.41%	0.00%	Not reported	Q1 2025
LBRDALiberty Broadband Corp	$550K	0.30%	Not reported	Not reported	Q4 2023
PGPROCTER & GAMBLE Co	$360K	0.20%	0.00%	Not reported	Q2 2025
GOOGAlphabet Inc.	$355K	0.19%	Not reported	Not reported	Q1 2025
TPLTexas Pacific Land Corp	$211K	0.12%	0.00%	Not reported	Q1 2025

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