Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NinePointTwo Capital LLC 13F Holdings -- Portfolio & Top Positions (2023-12-31)

NinePointTwo Capital LLC (CIK 1824516) reported $251.8M across 249 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: SCHP ($59.4M, 23.61%), EMLC ($26.2M, 10.42%), TIP ($18.1M, 7.17%), HYLB ($15.6M, 6.19%), VYM ($12.8M, 5.07%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHPSCHWAB STRATEGIC TR$59.4M23.61%1.1MTrimmed
2EMLCVANECK ETF TRUST$26.2M10.42%1.0MTrimmed
3TIPISHARES TR$18.1M7.17%168,000New
4HYLBDBX ETF TR$15.6M6.19%438,329Trimmed
5VYMVANGUARD WHITEHALL FDS$12.8M5.07%114,357Hold
6PDBCINVESCO ACTVELY MNGD ETC FD$8.8M3.51%663,941Trimmed
7DVYISHARES TR$5.7M2.28%48,910Hold
8APOAPOLLO GLOBAL MGMT INC$3.6M1.44%38,782Hold
9IWYISHARES TR$3.3M1.30%18,738Hold
10AAPLAPPLE INC$3.1M1.24%16,157Hold
11HCAHCA HEALTHCARE INC$2.7M1.09%10,156Hold
12MSFTMICROSOFT CORP$2.7M1.08%7,242Hold
13UNHUNITEDHEALTH GROUP INC$2.7M1.08%5,153Hold
14METAMETA PLATFORMS INC$2.4M0.95%6,749Hold
15NXPINXP SEMICONDUCTORS N V$2.3M0.91%10,031Hold
16NVDANVIDIA CORPORATION$2.1M0.85%4,324Hold
17MUMICRON TECHNOLOGY INC$1.9M0.75%22,060Hold
18CHPTCHARGEPOINT HOLDINGS INC$1.6M0.64%689,066New
19IWXISHARES TR$1.6M0.63%22,780Hold
20AMZNAMAZON COM INC$1.4M0.57%9,500Trimmed
21MAMASTERCARD INCORPORATED$1.0M0.41%2,429Hold
22CSCOCISCO SYS INC$1.0M0.41%20,471Hold
23GOOGLALPHABET INC$1.0M0.40%7,244Hold
24NFLXNETFLIX INC$908,0000.36%1,865Hold
25TSMTAIWAN SEMICONDUCTOR MFG LTD$858,0000.34%8,259Hold

Source: SEC Form 13F filings · as of 2023-12-31