Crosspoint Capital Strategies, LLC

ORINDA, CA · CIK 1594197 · 13F filing filed 2023-02-13

SEC-registered investment adviser since 2026 · limited liability company

Assets managed$117.0m
Staff2 · 2 in investment roles
Main clients (by assets)Other advisers 70%, High net worth individuals 16%, Individuals 8%
Form ADV · 2026-09-17SEC adviser record

Others nearbyOrinda, CA, Orange, CA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Orinda, CA (main office)United States	United States	about 1
Orange, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$50.4m reported value +1260.8% vs Q3 2022

41positions

34.9%in top 10

38 new 0 added 1 reduced 1 sold out vs Q3 2022

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DORCHESTER MINERALS LP COM UNIT DMLP	DMLP	78,385	$2.3m4.65%	4.65%	Unchanged
2	PROSHARES TR ULTRPRO DOW30 UDOW	UDOW	41,197	$2.3m4.63%	4.63%	New
3	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	36,988	$2.3m4.55%	4.55%	New
4	PROSHARES TR ULTRPRO S&P500 UPRO	UPRO	70,018	$2.3m4.55%	4.55%	New
5	BOEING CO COM BA	BA	7,681	$1.5m2.90%	2.90%	New
6	SCORPIO TANKERS INC SHS STNG	STNG	26,173	$1.4m2.79%	2.79%	New
7	E L F BEAUTY INC COM ELF	ELF	25,112	$1.4m2.75%	2.75%	New
8	MONSTER BEVERAGE CORP NEW COM MNST	MNST	13,563	$1.4m2.73%	2.73%	New
9	NETFLIX INC COM NFLX	NFLX	4,585	$1.4m2.68%	2.68%	New
10	DEXCOM INC COM DXCM	DXCM	11,816	$1.3m2.65%	2.65%	New
11	CARDINAL HEALTH INC COM CAH	CAH	17,372	$1.3m2.65%	2.65%	New
12	HESS CORP COM HES	HES	9,376	$1.3m2.64%	2.64%	New
13	ARCHER DANIELS MIDLAND CO COM ADM	ADM	14,176	$1.3m2.61%	2.61%	New
14	BOOZ ALLEN HAMILTON HLDG COR CL A BAH	BAH	12,492	$1.3m2.59%	2.59%	New
15	CUMMINS INC COM CMI	CMI	5,382	$1.3m2.58%	2.58%	New
16	DOLLAR GEN CORP NEW COM DG	DG	5,220	$1.3m2.55%	2.55%	New
17	HURON CONSULTING GROUP INC COM HURN	HURN	17,657	$1.3m2.54%	2.54%	New
18	NASDAQ INC COM NDAQ	NDAQ	20,754	$1.3m2.52%	2.52%	New
19	ADDUS HOMECARE CORP COM ADUS	ADUS	12,567	$1.2m2.48%	2.48%	New
20	VALERO ENERGY CORP COM VLO	VLO	9,830	$1.2m2.47%	2.47%	New
21	HUBBELL INC COM HUBB	HUBB	5,277	$1.2m2.45%	2.45%	New
22	CONOCOPHILLIPS COM COP	COP	10,467	$1.2m2.45%	2.45%	New
23	COMFORT SYS USA INC COM FIX	FIX	10,609	$1.2m2.42%	2.42%	New
24	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	4,229	$1.2m2.42%	2.42%	New
25	FIRST SOLAR INC COM FSLR	FSLR	8,131	$1.2m2.41%	2.41%	New
26	LULULEMON ATHLETICA INC COM LULU	LULU	3,797	$1.2m2.41%	2.41%	New
27	BIOGEN INC COM BIIB	BIIB	4,384	$1.2m2.41%	2.41%	New
28	COLUMBIA BKG SYS INC COM COLB	COLB	40,174	$1.2m2.40%	2.40%	New
29	UMPQUA HLDGS CORP COM UMPQ	UMPQ	67,640	$1.2m2.39%	2.39%	New
30	WORLD WRESTLING ENTMT INC CL A WWE	WWE	17,322	$1.2m2.35%	2.35%	New
31	AUTOZONE INC COM AZO	AZO	480	$1.2m2.35%	2.35%	New
32	BLOOMIN BRANDS INC COM BLMN	BLMN	57,882	$1.2m2.31%	2.31%	New
33	HOSTESS BRANDS INC CL A TWNK	TWNK	50,468	$1.1m2.25%	2.25%	New
34	ENPHASE ENERGY INC COM ENPH	ENPH	4,246	$1.1m2.23%	2.23%	New
35	US Treasury 2.625 06/30/23 TREASURY T 2.625 06.30.23	T 2.625 06.30.23	900,000	$891.0k1.77%	1.77%	New
36	PROSHARES TR PSHS ULT S&P 500 SSO	SSO	12,376	$550.0k1.09%	1.09%	New
37	UNITED STATES TREASURY BILLS BILL BILL B 0 04.04.23	B 0 04.04.23	512,000	$506.0k1.00%	1.00%	New
38	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,319	$437.0k0.87%	0.87%	Reduced -1.9k	-1,879 -58.8%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,455	$387.0k0.77%	0.77%	New
40	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,138	$373.0k0.74%	0.74%	New
41	COOL TECHNOLOGIES INC COM COM WARM	WARM	58,800	$1.0k0.00%	0.00%	Unchanged

Sold out since Q3 2022

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VOO	VOO	2,525	$829.0k2.5k shares