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CROSSPOINT FINANCIAL, LLC

Q3 2025 · Filed 2025-12-03
Market Value
$20.8B
+4.3%
Holdings
30
+2
New Purchases
3
Added To
6
Closed
2
Reduced
7
Top 10 Concentration
97.5%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XSEP 1.22% 0.00% +1.22% $254M
TNA 1.18% 0.00% +1.18% $245M
HCMT 8.11% 6.96% +1.15% $1.7B
IGLD 1.90% 1.79% +0.11% $395M
BAUG 2.02% 1.98% +0.04% $419M
AVMA 0.00% 0.00% +0.00% $690K
AAPL 0.00% 0.00% +0.00% $232K
UFOX 0.01% 0.01% +0.00% $1M
GAUG 1.49% 1.49% +0.00% $309M
NVDA 0.00% 0.00% +0.00% $697K
PLTR 0.00% 0.00% +0.00% $410K
AVUV 0.00% 0.00% +0.00% $731K
IAU 0.01% 0.01% +0.00% $1M
MSFT 0.00% 0.00% +0.00% $277K
EWBC 0.00% 0.00% +0.00% $349K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XBAP 62.76% 65.66% -2.90% $13.0B
XBOC 6.86% 7.43% -0.57% $1.4B
CRTC 2.37% 2.57% -0.20% $493M
XBJA 2.62% 2.63% -0.01% $544M
MVSTW 0.01% 0.02% -0.01% $2M
XBJL 4.01% 4.02% -0.01% $833M
OIH 0.00% 0.00% -0.00% $0
NUGT 0.00% 0.00% -0.00% $0
IHAK 0.01% 0.01% -0.00% $3M
MSTR 0.00% 0.00% -0.00% $517K
META 0.00% 0.00% -0.00% $650K
UFEB 5.37% 5.37% -0.00% $1.1B
COIN 0.00% 0.00% -0.00% $366K
BRK-B 0.02% 0.02% -0.00% $4M
AMZN 0.00% 0.00% -0.00% $286K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $7M 0.0%
Large Cap 5 $3M 0.0%
Mid Cap 1 $245M 1.2%
Small Cap 6 $2.1B 10.0%
Micro Cap 11 $18.4B 88.7%

Portfolio Analytics

Avg Market Cap
$628.5B
Median Market Cap
$915M
Avg P/E
42.2
Median P/E
31.5
Avg Dividend Yield
0.00%
Avg Beta
1.21
# Stocks
11
# ETFs / Funds
19

Top Holdings (30 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 XBAP 62.76% 344,337 $13.0B $37,862.26 -$37M -11,536 -3.2%
2 HCMT 8.11% 44,954 $1.7B $37,490.10 $299M +2,404 +5.7%
3 XBOC 6.86% 43,466 $1.4B $32,800.63 -$54M -3,000 -6.5%
4 UFEB 5.37% 31,141 $1.1B $35,790.44 $46M
5 XBJL 4.01% 22,250 $833M $37,445.84 $33M
6 XBJA 2.62% 17,400 $544M $31,291.95 $20M
7 CRTC 2.37% 13,540 $493M $36,426.37 -$19M -1,522 -10.1%
8 BAUG 2.02% 8,548 $419M $48,988.30 $25M
9 IGLD 1.90% 16,506 $395M $23,940.08 $38M +44 +0.3%
10 GAUG 1.49% 8,000 $309M $38,610.00 $13M
11 XSEP 1.22% 6,100 $254M $41,593.93 +6,100 NEW
12 TNA 1.18% 5,418 $245M $45,241.23 +5,418 NEW
13 BRK-B 0.02% 8,649 $4M $502.74 $147K
14 IHAK 0.01% 50,906 $3M $52.33 -$113K -1,275 -2.4%
15 MVSTW 0.01% 10,000 $2M $178.00 -$2M
16 UFOX 0.01% 21,895 $1M $61.68 $195K
17 IAU 0.01% 16,180 $1M $72.77 $67K -1,626 -9.1%
18 AVUV —% 7,344 $731K $99.52 $84K +245 +3.5%
19 NVDA —% 3,737 $697K $186.57 $116K +60 +1.6%
20 AVMA —% 10,600 $690K $65.07 $382K +5,600 +112.0%
21 META —% 885 $650K $734.38 -$62K -80 -8.3%
22 MSTR —% 1,606 $517K $322.21 -$132K
23 PLTR —% 2,250 $410K $182.42 $104K
24 COIN —% 1,083 $366K $337.52 -$39K -70 -6.1%
25 EWBC —% 3,279 $349K $106.45 $18K
26 AMZN —% 1,302 $286K $219.57 $233
27 MSFT —% 534 $277K $517.95 $20K +19 +3.7%
28 AAPL —% 913 $232K $254.63 +913 NEW
29 NUGT —% -$282K -3,800 -100.0% SOLD
30 OIH —% -$877K -3,807 -100.0% SOLD

New Positions

SymbolValue% Port
XSEP $254M 1.22%
TNA $245M 1.18%
AAPL $232K —%

Sold Out Positions

SymbolValue% Port
OIH —%
NUGT —%
View SEC EDGAR Filings for CROSSPOINT FINANCIAL, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms