IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lake Point Wealth Management

Q3 2021 Holdings

Filed 2021-10-21 | 445 holdings | $488.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
New York Times Co(NYT)CL A650111107$51000.0%
Activision Blizzard Inc(ATVIEUR)COM00507V109$5600.0%
Spdr SER TR(CWB)BLMBRG BRC CNVRT78464A359$5530.0%
Onemain Hldgs Inc(OMF)COM68268W103$5850.0%
Salesforce COM Inc(CRM)COM79466L302$5200.0%
KLA Corp(KLAC)COM NEW482480100$5150.0%
Boston Beer Inc(SAM)CL A100557107$5100.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$5460.0%
Kroger Co(KR)COM501044101$51120.0%
Vereit Inc(VER)COM92339V308$51000.0%
Arbor Realty Trust Inc(ABR)COM038923108$52500.0%
Fair Isaac Corp(FICO)COM303250104$6150.0%
Fortinet Inc(FTNT)COM34959E109$6200.0%
SVB Financial Group(SIVBEUR)COM78486Q101$6100.0%
Glaxosmithkline PLCSPONSORED ADR37733W105$61700.0%
Advanced Micro Devices Inc(AMD)COM007903107$6600.0%
General MLS Inc(GIS)COM370334104$61000.0%
Sage Therapeutics Inc(SG7)COM78667J108$61260.0%
Oneok Inc New(OKE)COM682680103$61000.0%
Vanguard World FDS(VFH)FINANCIALS ETF92204A405$6600.0%
Cognizant Technology Solutio(CTSH)CL A192446102$6850.0%
Main STR Cap Corp(MAIN)COM56035L104$61500.0%
Costamare Inc(CMRE)SHSY1771G102$64000.0%
Strategic ED Inc(STRA)COM86272C103$6840.0%
Nokia Corp(NOK)SPONSORED ADR654902204$61,0170.0%
Maxar Technologies Inc(MAXREUR)COM57778K105$62000.0%
Upstart Hldgs Inc(UPST)COM91680M107$6200.0%
Airbnb Inc(ABNB)COM CL A009066101$7400.0%
Best BUY Inc(BBY)COM086516101$7700.0%
Boise Cascade Co del(BCC)COM09739D100$71350.0%
Cohen & Steers Infrastructur(UTF)COM19248A109$72420.0%
Collegium Pharmaceutical Inc(COLL)COM19459J104$73670.0%
Ares Management Corporation(ARES)CL A COM STK03990B101$71000.0%
Invesco Exch Traded FD TR II(XSLV)S&P SMLCP LOW46138G102$71490.0%
Kimberly-Clark Corp(KMB)COM494368103$7500.0%
Oracle Corp(ORCL)COM68389X105$7750.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$7250.0%
Presidio Ppty TR Inc(SQFTEUR)COM CL A74102L303$71,7920.0%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$71150.0%
Sysco Corp(SYY)COM871829107$7900.0%
Tupperware Brands Corp(TUP)COM899896104$73270.0%
Allison Transmission Hldgs I(ALSN)COM01973R101$71940.0%
Ford MTR Co del(F)COM345370860$75000.0%
Emerson Elec Co(EMR)COM291011104$7700.0%
Blueprint Medicines Corp(2L9)COM09627Y109$8790.0%
Workday Inc(WDAY)CL A98138H101$8330.0%
Spdr Index SHS FDS(SPDW)PORTFOLIO DEVLPD78463X889$82180.0%
II-VI IncCOM902104108$81300.0%
Coinbase Global Inc(COIN)COM CL A19260Q107$8360.0%
Pinterest Inc(PINS)CL A72352L106$81600.0%
PreviousPage 5 of 9Next