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Asset Manager ← All Institutions

CROSSPOINT FINANCIAL, LLC

Q4 2025 · Filed 2026-02-05
Market Value
$24.0B
+15.6%
Holdings
32
+2
New Purchases
4
Added To
11
Closed
1
Reduced
6
Top 10 Concentration
95.2%
Turnover
15.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IHAK 10.18% 0.01% +10.16% $2.4B
XOCT 1.51% 0.00% +1.51% $363M
VOYG 0.93% 0.00% +0.93% $224M
CRTC 2.91% 2.37% +0.53% $698M
XSEP 1.35% 1.22% +0.13% $325M
AVMA 0.01% 0.00% +0.00% $1M
MSFT 0.00% 0.00% +0.00% $753K
NUGT 0.00% 0.00% +0.00% $367K
AAPL 0.00% 0.00% +0.00% $524K
SOXX 0.00% 0.00% +0.00% $206K
AVUV 0.00% 0.00% +0.00% $856K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XBAP 55.31% 62.76% -7.45% $13.3B
BAUG 0.00% 2.02% -2.01% $328K
HCMT 7.09% 8.11% -1.02% $1.7B
UFEB 4.53% 5.37% -0.83% $1.1B
XBOC 6.07% 6.86% -0.79% $1.5B
XBJL 3.54% 4.01% -0.47% $851M
XBJA 2.32% 2.62% -0.30% $556M
GAUG 1.31% 1.49% -0.18% $314M
IGLD 1.73% 1.90% -0.17% $416M
TNA 1.14% 1.18% -0.04% $274M
MVSTW 0.00% 0.01% -0.00% $950K
BRK-B 0.02% 0.02% -0.00% $4M
MSTR 0.00% 0.00% -0.00% $0
COIN 0.00% 0.00% -0.00% $245K
META 0.00% 0.00% -0.00% $584K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $7M 0.0%
Large Cap 6 $3M 0.0%
Mid Cap 2 $498M 2.1%
Small Cap 5 $4.6B 19.0%
Micro Cap 12 $18.9B 78.9%

Portfolio Analytics

Avg Market Cap
$590.4B
Median Market Cap
$915M
Avg P/E
42.2
Median P/E
31.5
Avg Dividend Yield
0.00%
Avg Beta
1.23
# Stocks
12
# ETFs / Funds
20

Top Holdings (32 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 XBAP 55.31% 343,463 $13.3B $38,669.38 $244M -874 -0.2%
2 IHAK 10.18% 50,783 $2.4B $48,121.38 $2.4B -123 -0.2%
3 HCMT 7.09% 44,156 $1.7B $38,559.38 $17M -798 -1.8%
4 XBOC 6.07% 43,466 $1.5B $33,554.69 $33M
5 UFEB 4.53% 29,591 $1.1B $36,785.48 -$26M -1,550 -5.0%
6 XBJL 3.54% 22,250 $851M $38,255.33 $18M
7 CRTC 2.91% 19,052 $698M $36,660.82 $205M +5,512 +40.7%
8 XBJA 2.32% 17,400 $556M $31,970.11 $12M
9 IGLD 1.73% 16,646 $416M $25,010.51 $21M +140 +0.8%
10 XOCT 1.51% 9,604 $363M $37,745.31 +9,604 NEW
11 XSEP 1.35% 7,660 $325M $42,384.86 $71M +1,560 +25.6%
12 GAUG 1.31% 8,000 $314M $39,260.00 $5M
13 TNA 1.14% 6,019 $274M $45,540.95 $29M +601 +11.1%
14 VOYG 0.93% 8,557 $224M $26,140.00 +8,557 NEW
15 BRK-B 0.02% 8,202 $4M $502.65 -$225K -447 -5.2%
16 UFOX 0.01% 21,896 $1M $63.84 $47K +1
17 IAU 0.01% 16,721 $1M $81.17 $180K +541 +3.3%
18 AVMA 0.01% 18,910 $1M $66.31 $564K +8,310 +78.4%
19 MVSTW —% 10,000 $950K $95.00 -$830K
20 AVUV —% 8,396 $856K $101.97 $125K +1,052 +14.3%
21 MSFT —% 1,557 $753K $483.60 $476K +1,023 +191.6%
22 NVDA —% 3,807 $710K $186.49 $13K +70 +1.9%
23 META —% 885 $584K $660.09 -$66K
24 AAPL —% 1,927 $524K $271.85 $291K +1,014 +111.1%
25 PLTR —% 2,250 $400K $177.75 -$11K
26 EWBC —% 3,279 $369K $112.39 $19K
27 NUGT —% 1,995 $367K $183.89 +1,995 NEW
28 BAUG —% 6,548 $328K $50.04 -$418M -2,000 -23.4%
29 AMZN —% 1,302 $301K $230.82 $15K
30 COIN —% 1,083 $245K $226.16 -$121K
31 SOXX —% 685 $206K $301.15 +685 NEW
32 MSTR —% -$517K -1,606 -100.0% SOLD

New Positions

SymbolValue% Port
XOCT $363M 1.51%
VOYG $224M 0.93%
NUGT $367K —%
SOXX $206K —%

Sold Out Positions

SymbolValue% Port
MSTR —%
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