Botty Investors

Latest statistics and disclosures from ArchPoint Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOGL, AMZN, LZB, VTI, DMLP, and represent 41.16% of ArchPoint Investors's stock portfolio.
  • Added to shares of these 9 stocks: IEF, OKLO, WMB, VIG, MPLX, ET, EPD, MSFT, XLE.
  • Started 3 new stock positions in VIG, OKLO, WMB.
  • Reduced shares in these 10 stocks: CORZ, , TYG, AMZN, S, DMLP, CPNG, BABA, IBB, XBI.
  • Sold out of its positions in CORZ, MMD, S, TYG.
  • ArchPoint Investors was a net seller of stock by $-4.4M.
  • ArchPoint Investors has $304M in assets under management (AUM), dropping by 1.70%.
  • Central Index Key (CIK): 0001483472

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Positions held by Botty Investors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ArchPoint Investors

ArchPoint Investors holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 15.4 $47M 248k 189.30
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Amazon (AMZN) 6.9 $21M -2% 96k 219.39
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La-Z-Boy Incorporated (LZB) 6.7 $20M 467k 43.57
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Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $19M 66k 289.81
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Dorchester Minerals Com Unit (DMLP) 5.9 $18M 536k 33.33
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 5.5 $17M 45k 366.06
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Curtiss-Wright (CW) 4.7 $14M 40k 354.89
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.2 $13M +7% 140k 92.45
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $12M 22k 538.81
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Ishares Tr Core Msci Eafe (IEFA) 2.7 $8.3M 118k 70.28
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Cisco Systems (CSCO) 2.5 $7.7M 131k 59.20
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Thermo Fisher Scientific (TMO) 2.4 $7.4M 14k 520.60
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Ea Series Trust Euclidean Fundam (ECML) 2.3 $6.9M 218k 31.70
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Genuine Parts Company (GPC) 2.0 $6.0M 51k 117.76
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Enterprise Products Partners (EPD) 1.7 $5.2M 165k 31.36
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Cheniere Energy Com New (LNG) 1.7 $5.1M 24k 214.87
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Vanguard Index Fds Value Etf (VTV) 1.6 $5.0M 30k 169.23
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2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 1.3 $3.9M 122k 31.97
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.9M 6.6k 588.07
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Oneok (OKE) 1.2 $3.6M 36k 100.40
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Energy Transfer Com Ut Ltd Ptn (ET) 1.1 $3.4M 174k 19.59
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Spdr Ser Tr S&p Oilgas Exp (XOP) 1.1 $3.3M 25k 132.37
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Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $3.0M 34k 89.08
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Vanguard Index Fds Growth Etf (VUG) 1.0 $3.0M 7.2k 410.44
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MPLX Com Unit Rep Ltd (MPLX) 0.9 $2.9M 60k 47.86
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Chevron Corporation (CVX) 0.9 $2.8M 20k 144.84
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First Tr Exchange-traded No Amer Energy (EMLP) 0.9 $2.8M 78k 35.65
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Spdr Ser Tr S&p Biotech (XBI) 0.9 $2.6M -2% 29k 90.06
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.8 $2.4M 246k 9.65
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Tidal Etf Tr SP FDS S&P 500 (SPUS) 0.8 $2.3M 55k 42.93
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Alps Etf Tr Alerian Mlp (AMLP) 0.7 $2.2M 46k 48.16
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Ishares Tr Ishares Biotech (IBB) 0.7 $2.1M -4% 16k 132.21
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Matterport Com Cl A (MTTR) 0.6 $1.8M 371k 4.74
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Cummins (CMI) 0.6 $1.7M 5.0k 348.60
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Regenxbio Inc equity us cm (RGNX) 0.6 $1.7M 222k 7.73
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.7M 35k 48.42
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Altria (MO) 0.5 $1.6M 30k 53.31
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Doubleline Opportunistic Cr (DBL) 0.5 $1.6M 102k 15.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.4M 2.8k 511.63
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Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M 5.6k 242.11
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Meta Platforms Cl A (META) 0.4 $1.3M 2.3k 585.51
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Freeport-mcmoran CL B (FCX) 0.4 $1.3M 35k 38.08
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Wisdomtree Tr Us High Dividend (DHS) 0.4 $1.1M 12k 93.40
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Microsoft Corporation (MSFT) 0.4 $1.1M 2.6k 423.30
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Tidal Etf Tr Sp Funds S&p Gbl (SPRE) 0.3 $1.0M 53k 19.79
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Nautilus Biotechnology (NAUT) 0.3 $1.0M 606k 1.68
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NVIDIA Corporation (NVDA) 0.3 $898k 6.7k 134.29
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Blackstone Secd Lending Common Stock (BXSL) 0.3 $834k 25k 33.08
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Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $634k 7.5k 84.14
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $601k 7.7k 78.01
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $576k 2.5k 235.27
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Exxon Mobil Corporation (XOM) 0.2 $468k 4.4k 107.57
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Oklo Com Cl A (OKLO) 0.2 $464k NEW 22k 21.23
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $402k -20% 4.7k 84.79
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Apple (AAPL) 0.1 $397k 1.6k 250.42
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $343k 6.9k 49.76
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Abcellera Biologics (ABCL) 0.1 $337k 115k 2.93
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Vaneck Etf Trust India Growth Ldr (GLIN) 0.1 $321k 6.5k 49.18
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Visa Com Cl A (V) 0.1 $316k 1.0k 315.68
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Coupang Cl A (CPNG) 0.1 $286k -35% 13k 21.98
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Select Sector Spdr Tr Energy (XLE) 0.1 $251k 2.9k 85.65
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Williams Companies (WMB) 0.1 $227k NEW 4.2k 54.12
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $204k NEW 1.0k 195.83
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Doubleline Income Solutions (DSL) 0.1 $189k 15k 12.57
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Blend Labs Cl A (BLND) 0.1 $161k 38k 4.21
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Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $111k -21% 29k 3.81
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Stitch Fix Com Cl A (SFIX) 0.0 $82k 19k 4.31
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Past Filings by ArchPoint Investors

SEC 13F filings are viewable for ArchPoint Investors going back to 2011

View all past filings