Spirepoint Private Client
Latest statistics and disclosures from Spirepoint Private Client's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, AAPL, VOO, MSFT, PLTR, and represent 25.51% of Spirepoint Private Client's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$34M), XLU (+$10M), XLK (+$9.7M), AAPL, IWF, BND, MSFT, AMZN, LLY, AMLP.
- Started 46 new stock positions in GEV, MTB, TDY, VRTX, EEA, AVAV, BSTZ, ZWS, PDX, DLY.
- Reduced shares in these 10 stocks: CI (-$7.3M), RIVN (-$5.9M), PG (-$5.7M), HD (-$5.2M), SFM, INGR, VLTO, CARR, Unilever, VTEB.
- Sold out of its positions in AMT, BSY, OWL, CMCSA, CCI, PSN, PYPL, PFE, POOL, SFM. Unilever, VLTO, WING.
- Spirepoint Private Client was a net buyer of stock by $84M.
- Spirepoint Private Client has $1.0B in assets under management (AUM), dropping by 10.01%.
- Central Index Key (CIK): 0002022908
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Portfolio Holdings for Spirepoint Private Client
Spirepoint Private Client holds 313 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 9.7 | $102M | 1.0M | 99.19 |
|
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| Apple (AAPL) | 4.4 | $46M | +10% | 170k | 271.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $44M | +319% | 70k | 627.13 |
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| Microsoft Corporation (MSFT) | 3.7 | $38M | +7% | 79k | 483.62 |
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| Palantir Technologies Cl A (PLTR) | 3.5 | $36M | +2% | 205k | 177.75 |
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| Broadcom (AVGO) | 3.1 | $32M | 93k | 346.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $30M | +5% | 95k | 313.00 |
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| NVIDIA Corporation (NVDA) | 2.6 | $27M | +3% | 147k | 186.50 |
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| Clean Harbors (CLH) | 2.4 | $25M | 106k | 234.48 |
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| Johnson & Johnson (JNJ) | 2.1 | $22M | +3% | 107k | 206.95 |
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| Amazon (AMZN) | 2.1 | $22M | +12% | 95k | 230.82 |
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| Eli Lilly & Co. (LLY) | 1.9 | $20M | +12% | 19k | 1074.68 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.7 | $18M | +120% | 123k | 143.97 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $18M | +14% | 373k | 47.02 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.6 | $17M | +149% | 392k | 42.69 |
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| Nextera Energy (NEE) | 1.4 | $15M | +7% | 187k | 80.28 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $14M | +9% | 63k | 219.78 |
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| Visa Com Cl A (V) | 1.2 | $13M | +8% | 37k | 350.71 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $13M | +29% | 175k | 74.07 |
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| TJX Companies (TJX) | 1.2 | $13M | +10% | 83k | 153.61 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $12M | +8% | 103k | 120.34 |
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| Palo Alto Networks (PANW) | 1.2 | $12M | +10% | 67k | 184.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $12M | +9% | 24k | 502.65 |
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| Axon Enterprise (AXON) | 1.1 | $12M | +5% | 20k | 567.92 |
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| Wal-Mart Stores (WMT) | 1.1 | $12M | +10% | 103k | 111.41 |
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| Abbvie (ABBV) | 1.0 | $11M | +10% | 48k | 228.49 |
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| Chevron Corporation (CVX) | 1.0 | $11M | +11% | 72k | 152.41 |
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| General Dynamics Corporation (GD) | 1.0 | $11M | +15% | 32k | 336.66 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $9.6M | -10% | 192k | 50.29 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $9.6M | +7% | 17k | 570.20 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $9.5M | +13% | 30k | 322.22 |
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| Gilead Sciences (GILD) | 0.9 | $9.4M | +16% | 76k | 122.74 |
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| Boston Scientific Corporation (BSX) | 0.9 | $9.0M | +9% | 94k | 95.35 |
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| Rivian Automotive Com Cl A (RIVN) | 0.8 | $8.5M | -40% | 432k | 19.71 |
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| Southern Company (SO) | 0.8 | $8.5M | +13% | 98k | 87.20 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $8.3M | +12% | 15k | 570.87 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $8.1M | -3% | 17k | 483.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $8.0M | +5% | 13k | 614.33 |
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| Goldman Sachs (GS) | 0.7 | $7.7M | 8.8k | 879.00 |
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| Costco Wholesale Corporation (COST) | 0.7 | $7.5M | +2% | 8.7k | 862.30 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $7.4M | +10% | 13k | 579.43 |
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| Procter & Gamble Company (PG) | 0.7 | $7.3M | -44% | 51k | 143.31 |
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| Uber Technologies (UBER) | 0.7 | $7.1M | +16% | 87k | 81.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $7.1M | +27% | 123k | 57.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.4M | +14% | 20k | 313.80 |
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| Royal Caribbean Cruises (RCL) | 0.6 | $6.2M | -6% | 22k | 278.92 |
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| Pure Storage Cl A (PSTG) | 0.6 | $6.1M | 90k | 67.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $5.9M | +123% | 13k | 473.30 |
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $5.7M | +14% | 22k | 258.80 |
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| O'reilly Automotive (ORLY) | 0.5 | $5.2M | 57k | 91.21 |
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| Tempur-Pedic International (SGI) | 0.5 | $5.1M | +6% | 57k | 89.28 |
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| Fortinet (FTNT) | 0.4 | $4.1M | -12% | 52k | 79.41 |
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| Otis Worldwide Corp (OTIS) | 0.4 | $3.9M | +2% | 44k | 87.35 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $3.7M | +2% | 9.0k | 412.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.6M | -2% | 5.3k | 681.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.6M | +8% | 5.2k | 684.97 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $3.5M | 21k | 171.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $3.5M | 28k | 123.26 |
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| Block Cl A (XYZ) | 0.3 | $3.4M | 53k | 65.09 |
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| Meta Platforms Cl A (META) | 0.3 | $3.4M | +5% | 5.2k | 660.10 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $3.2M | 86k | 37.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.2M | 12k | 268.30 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.3 | $3.2M | +5% | 80k | 39.38 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $3.1M | +6% | 44k | 69.42 |
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| Blackrock (BLK) | 0.3 | $2.9M | -12% | 2.7k | 1070.34 |
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| Emerson Electric (EMR) | 0.3 | $2.9M | 22k | 132.72 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $2.9M | +103% | 65k | 44.71 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $2.9M | +20% | 87k | 33.02 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.3 | $2.9M | +6% | 70k | 40.84 |
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| Citigroup Com New (C) | 0.2 | $2.5M | +34% | 22k | 116.69 |
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| Arista Networks Com Shs (ANET) | 0.2 | $2.4M | +2% | 18k | 131.03 |
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| Home Depot (HD) | 0.2 | $2.4M | -68% | 6.9k | 344.10 |
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| Nike CL B (NKE) | 0.2 | $2.3M | 36k | 63.71 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $2.3M | -2% | 96k | 23.65 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.2M | +578% | 11k | 210.34 |
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| Oracle Corporation (ORCL) | 0.2 | $2.2M | +6% | 11k | 194.91 |
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| American Express Company (AXP) | 0.2 | $2.0M | +14% | 5.4k | 369.95 |
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| Illinois Tool Works (ITW) | 0.2 | $2.0M | 8.1k | 246.30 |
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| Amgen (AMGN) | 0.2 | $1.9M | 5.9k | 327.31 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $1.9M | +4% | 23k | 80.22 |
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| Tesla Motors (TSLA) | 0.2 | $1.8M | +5% | 3.9k | 449.72 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | +22% | 32k | 55.00 |
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| Cisco Systems (CSCO) | 0.2 | $1.7M | +3% | 22k | 77.03 |
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| Unilever Spon Adr New (UL) | 0.2 | $1.7M | NEW | 26k | 65.40 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $1.7M | +15% | 2.5k | 673.82 |
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| Philip Morris International (PM) | 0.2 | $1.6M | +23% | 10k | 160.40 |
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| Sempra Energy (SRE) | 0.2 | $1.6M | 18k | 88.29 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.6M | 15k | 104.07 |
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| Automatic Data Processing (ADP) | 0.2 | $1.6M | 6.2k | 257.23 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.6M | +5% | 13k | 121.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.6M | +6% | 24k | 66.00 |
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| Victorias Secret And Common Stock (VSCO) | 0.1 | $1.6M | 29k | 54.17 |
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| Rockwell Automation (ROK) | 0.1 | $1.5M | 3.9k | 389.07 |
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| Pepsi (PEP) | 0.1 | $1.5M | +10% | 11k | 143.52 |
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| Linde SHS (LIN) | 0.1 | $1.5M | +5% | 3.5k | 426.39 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | +4% | 12k | 120.18 |
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| McDonald's Corporation (MCD) | 0.1 | $1.4M | +10% | 4.7k | 305.63 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | +186% | 4.5k | 303.89 |
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| Lowe's Companies (LOW) | 0.1 | $1.4M | +2% | 5.6k | 241.16 |
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| Celestica (CLS) | 0.1 | $1.3M | 4.4k | 295.61 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | 10k | 125.29 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.3M | 4.1k | 318.51 |
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| International Business Machines (IBM) | 0.1 | $1.3M | 4.3k | 296.21 |
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| Caterpillar (CAT) | 0.1 | $1.2M | +2% | 2.1k | 572.87 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +11% | 6.6k | 183.40 |
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| Merck & Co (MRK) | 0.1 | $1.2M | +3% | 11k | 105.26 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | 3.3k | 351.47 |
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| Norfolk Southern (NSC) | 0.1 | $1.2M | 4.0k | 288.72 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | +26% | 16k | 69.91 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.1M | -2% | 8.1k | 132.37 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $1.1M | 5.0k | 214.06 |
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| Best Buy (BBY) | 0.1 | $1.0M | 16k | 66.93 |
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| Ametek (AME) | 0.1 | $1.0M | 5.0k | 205.31 |
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| Honeywell International (HON) | 0.1 | $1.0M | -8% | 5.2k | 195.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $987k | +232% | 16k | 62.47 |
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| Progressive Corporation (PGR) | 0.1 | $977k | 4.3k | 227.72 |
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| Southstate Bk Corp (SSB) | 0.1 | $975k | 10k | 94.11 |
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| Antero Res (AR) | 0.1 | $973k | 28k | 34.46 |
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| Kkr & Co (KKR) | 0.1 | $966k | +26% | 7.6k | 127.48 |
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| Sherwin-Williams Company (SHW) | 0.1 | $959k | -5% | 3.0k | 324.03 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $951k | +2% | 26k | 36.85 |
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| S&p Global (SPGI) | 0.1 | $893k | 1.7k | 522.62 |
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| Trane Technologies SHS (TT) | 0.1 | $878k | 2.3k | 389.20 |
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| Rbc Cad (RY) | 0.1 | $873k | 5.1k | 170.49 |
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| Fiserv (FI) | 0.1 | $869k | 13k | 67.17 |
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| Colgate-Palmolive Company (CL) | 0.1 | $858k | 11k | 79.02 |
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| Paycom Software (PAYC) | 0.1 | $850k | 5.3k | 159.36 |
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| Sterling Construction Company (STRL) | 0.1 | $831k | +46% | 2.7k | 306.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $825k | 2.5k | 335.27 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $820k | 8.5k | 96.27 |
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| Campbell Soup Company (CPB) | 0.1 | $810k | 29k | 27.87 |
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| Analog Devices (ADI) | 0.1 | $805k | +2% | 3.0k | 271.20 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $783k | 7.6k | 103.36 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $769k | 8.9k | 86.25 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $764k | +119% | 6.3k | 121.60 |
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| United Rentals (URI) | 0.1 | $760k | +8% | 939.00 | 809.32 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $758k | 4.4k | 173.49 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $735k | +6% | 1.3k | 566.36 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $729k | 14k | 50.79 |
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| UnitedHealth (UNH) | 0.1 | $729k | -7% | 2.2k | 330.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $725k | +51% | 4.7k | 154.14 |
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| Wells Fargo & Company (WFC) | 0.1 | $721k | +8% | 7.7k | 93.20 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $714k | 4.6k | 154.80 |
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| Prologis (PLD) | 0.1 | $704k | +2% | 5.5k | 127.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $676k | -18% | 1.7k | 396.31 |
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| Constellation Energy (CEG) | 0.1 | $673k | +2% | 1.9k | 353.27 |
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| Nucor Corporation (NUE) | 0.1 | $661k | 4.1k | 163.11 |
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| MetLife (MET) | 0.1 | $643k | -6% | 8.1k | 78.94 |
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| Starbucks Corporation (SBUX) | 0.1 | $643k | -4% | 7.6k | 84.21 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $626k | +185% | 2.4k | 258.00 |
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| Moody's Corporation (MCO) | 0.1 | $623k | +3% | 1.2k | 510.90 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $620k | NEW | 2.9k | 212.10 |
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| Modine Manufacturing (MOD) | 0.1 | $612k | +4% | 4.6k | 133.51 |
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| Welltower Inc Com reit (WELL) | 0.1 | $600k | +13% | 3.2k | 185.60 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $590k | 2.6k | 226.14 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $587k | -32% | 12k | 50.25 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $586k | 2.1k | 279.14 |
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| Allstate Corporation (ALL) | 0.1 | $577k | +4% | 2.8k | 208.15 |
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| Comfort Systems USA (FIX) | 0.1 | $575k | +3% | 616.00 | 933.32 |
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| Bwx Technologies (BWXT) | 0.1 | $574k | +131% | 3.3k | 172.85 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $572k | 759.00 | 753.78 |
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| Marsh & McLennan Companies | 0.1 | $566k | 3.0k | 185.52 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $565k | +19% | 1.2k | 468.76 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $565k | NEW | 11k | 50.46 |
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| Ge Aerospace Com New (GE) | 0.1 | $563k | +115% | 1.8k | 308.03 |
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| American Electric Power Company (AEP) | 0.1 | $560k | +5% | 4.9k | 115.32 |
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| Performance Food (PFGC) | 0.1 | $544k | -7% | 6.1k | 89.92 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $537k | NEW | 2.5k | 211.75 |
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| Micron Technology (MU) | 0.1 | $527k | +32% | 1.8k | 285.41 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $520k | -19% | 9.7k | 53.83 |
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| Air Products & Chemicals (APD) | 0.0 | $512k | -14% | 2.1k | 247.03 |
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| Garmin SHS (GRMN) | 0.0 | $512k | 2.5k | 202.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $506k | 1.0k | 487.86 |
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| Qualcomm (QCOM) | 0.0 | $505k | 3.0k | 171.05 |
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| Netflix (NFLX) | 0.0 | $491k | +932% | 5.2k | 93.76 |
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| Boeing Company (BA) | 0.0 | $485k | +50% | 2.2k | 217.12 |
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| Union Pacific Corporation (UNP) | 0.0 | $481k | +3% | 2.1k | 231.32 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $480k | 1.7k | 275.39 |
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| Diamondback Energy (FANG) | 0.0 | $478k | -28% | 3.2k | 150.31 |
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| PNC Financial Services (PNC) | 0.0 | $469k | +3% | 2.2k | 208.73 |
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| Quanta Services (PWR) | 0.0 | $467k | +2% | 1.1k | 422.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $462k | +88% | 5.2k | 89.46 |
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| Medtronic SHS (MDT) | 0.0 | $456k | +17% | 4.7k | 96.06 |
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| Digital Realty Trust (DLR) | 0.0 | $453k | +7% | 2.9k | 154.72 |
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| Paychex (PAYX) | 0.0 | $453k | 4.0k | 112.18 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $451k | NEW | 6.7k | 67.22 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $440k | +30% | 6.8k | 64.31 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $437k | 25k | 17.35 |
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| Dxp Enterprises Com New (DXPE) | 0.0 | $432k | -13% | 3.9k | 109.79 |
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| Royce Micro Capital Trust (RMT) | 0.0 | $431k | +7% | 41k | 10.43 |
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| Republic Services (RSG) | 0.0 | $429k | -3% | 2.0k | 211.93 |
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| Applied Materials (AMAT) | 0.0 | $428k | +6% | 1.7k | 256.99 |
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| Danaher Corporation (DHR) | 0.0 | $415k | 1.8k | 228.92 |
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| Stride (LRN) | 0.0 | $411k | +322% | 6.3k | 64.93 |
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| Manulife Finl Corp (MFC) | 0.0 | $407k | +23% | 11k | 36.28 |
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| Cheniere Energy Com New (LNG) | 0.0 | $403k | 2.1k | 194.39 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $400k | 5.1k | 77.68 |
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| Walt Disney Company (DIS) | 0.0 | $398k | +10% | 3.5k | 113.77 |
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| Chubb (CB) | 0.0 | $398k | 1.3k | 312.12 |
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| Extra Space Storage (EXR) | 0.0 | $395k | -15% | 3.0k | 130.23 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $394k | +10% | 2.4k | 160.97 |
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| Argan (AGX) | 0.0 | $386k | +3% | 1.2k | 313.34 |
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| Verizon Communications (VZ) | 0.0 | $383k | +16% | 9.4k | 40.73 |
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| Royce Value Trust (RVT) | 0.0 | $381k | +13% | 24k | 16.10 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $381k | +13% | 433.00 | 878.96 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $380k | +24% | 1.1k | 357.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $371k | 1.5k | 246.16 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $369k | 12k | 30.54 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $357k | -32% | 1.0k | 349.99 |
|
| Carrier Global Corporation (CARR) | 0.0 | $353k | -88% | 6.7k | 52.84 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $352k | +30% | 5.0k | 70.12 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $351k | NEW | 3.2k | 110.96 |
|
| Intercontinental Exchange (ICE) | 0.0 | $350k | +15% | 2.2k | 161.96 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $344k | 1.7k | 197.15 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $343k | +12% | 1.7k | 203.04 |
|
| At&t (T) | 0.0 | $342k | +4% | 14k | 24.84 |
|
| Ituran Location And Control SHS (ITRN) | 0.0 | $338k | +5% | 7.9k | 43.01 |
|
| AutoZone (AZO) | 0.0 | $336k | 99.00 | 3391.51 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $334k | NEW | 5.7k | 58.54 |
|
| Ecolab (ECL) | 0.0 | $333k | -6% | 1.3k | 262.52 |
|
| Morgan Stanley Com New (MS) | 0.0 | $332k | +11% | 1.9k | 177.53 |
|
| Packaging Corporation of America (PKG) | 0.0 | $332k | NEW | 1.6k | 206.23 |
|
| Ballys Corporation Common Stock (BALY) | 0.0 | $330k | 20k | 16.52 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $330k | 2.3k | 141.16 |
|
|
| Spx Corp (SPXC) | 0.0 | $325k | NEW | 1.6k | 200.06 |
|
| L3harris Technologies (LHX) | 0.0 | $325k | +9% | 1.1k | 293.57 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $323k | +34% | 2.0k | 159.23 |
|
| Consolidated Edison (ED) | 0.0 | $320k | 3.2k | 99.32 |
|
|
| Burlington Stores (BURL) | 0.0 | $320k | NEW | 1.1k | 288.85 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $319k | NEW | 9.3k | 34.46 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $319k | +29% | 2.2k | 146.58 |
|
| Cigna Corp (CI) | 0.0 | $314k | -95% | 1.1k | 275.23 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $311k | NEW | 9.6k | 32.47 |
|
| UMB Financial Corporation (UMBF) | 0.0 | $311k | NEW | 2.7k | 115.04 |
|
| Advanced Micro Devices (AMD) | 0.0 | $307k | +3% | 1.4k | 214.16 |
|
| Workday Cl A (WDAY) | 0.0 | $306k | 1.4k | 214.78 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $306k | NEW | 1.5k | 198.72 |
|
| Piper Jaffray Companies (PIPR) | 0.0 | $305k | +4% | 898.00 | 339.57 |
|
| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.0 | $303k | NEW | 13k | 22.61 |
|
| InterDigital (IDCC) | 0.0 | $303k | NEW | 950.00 | 318.38 |
|
| Deere & Company (DE) | 0.0 | $302k | +7% | 649.00 | 465.57 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $302k | NEW | 4.0k | 75.91 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $301k | NEW | 4.0k | 75.32 |
|
| Dover Corporation (DOV) | 0.0 | $298k | 1.5k | 195.24 |
|
|
| Rollins (ROL) | 0.0 | $298k | +28% | 5.0k | 60.02 |
|
| Nordson Corporation (NDSN) | 0.0 | $291k | +30% | 1.2k | 240.44 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $290k | NEW | 30k | 9.56 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $287k | 2.4k | 119.75 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $284k | 2.1k | 133.49 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $280k | NEW | 1.5k | 191.56 |
|
| salesforce (CRM) | 0.0 | $276k | +16% | 1.0k | 264.91 |
|
| AeroVironment (AVAV) | 0.0 | $276k | NEW | 1.1k | 241.89 |
|
| Ge Vernova (GEV) | 0.0 | $274k | NEW | 420.00 | 653.18 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $271k | -16% | 2.7k | 100.89 |
|
| Waste Management (WM) | 0.0 | $270k | +17% | 1.2k | 219.71 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $268k | NEW | 5.8k | 46.49 |
|
| Ingredion Incorporated (INGR) | 0.0 | $268k | -93% | 2.4k | 110.26 |
|
| Penguin Solutions (PENG) | 0.0 | $268k | NEW | 14k | 19.56 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $266k | 925.00 | 287.85 |
|
|
| Par Pac Holdings Com New (PARR) | 0.0 | $262k | NEW | 7.4k | 35.14 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $262k | 1.9k | 141.14 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $259k | 735.00 | 352.88 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $259k | +4% | 213.00 | 1215.10 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $257k | +2% | 5.2k | 49.21 |
|
| Travelers Companies (TRV) | 0.0 | $255k | +6% | 878.00 | 290.06 |
|
| Equifax (EFX) | 0.0 | $252k | -9% | 1.2k | 216.98 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $249k | NEW | 2.6k | 95.33 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $249k | -8% | 517.00 | 480.57 |
|
| Exelon Corporation (EXC) | 0.0 | $248k | +7% | 5.7k | 43.59 |
|
| Gartner (IT) | 0.0 | $247k | -19% | 978.00 | 252.28 |
|
| Wec Energy Group (WEC) | 0.0 | $247k | 2.3k | 105.46 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $247k | NEW | 1.0k | 242.91 |
|
| Costamare SHS (CMRE) | 0.0 | $246k | -19% | 16k | 15.79 |
|
| M&T Bank Corporation (MTB) | 0.0 | $246k | NEW | 1.2k | 201.48 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $243k | +6% | 1.7k | 143.89 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $241k | +14% | 1.1k | 227.51 |
|
| Cummins (CMI) | 0.0 | $240k | NEW | 470.00 | 510.45 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $239k | NEW | 1.7k | 139.16 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $239k | +10% | 2.1k | 113.10 |
|
| Carlisle Companies (CSL) | 0.0 | $237k | 742.00 | 319.86 |
|
|
| General Motors Company (GM) | 0.0 | $233k | NEW | 2.9k | 81.32 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $233k | NEW | 456.00 | 510.73 |
|
| Life360 (LIF) | 0.0 | $231k | NEW | 3.6k | 64.14 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $228k | NEW | 502.00 | 453.36 |
|
| AFLAC Incorporated (AFL) | 0.0 | $227k | 2.1k | 110.27 |
|
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $227k | NEW | 2.9k | 78.87 |
|
| Cadence Design Systems (CDNS) | 0.0 | $226k | +4% | 722.00 | 312.58 |
|
| PPG Industries (PPG) | 0.0 | $221k | +8% | 2.2k | 102.46 |
|
| Yum! Brands (YUM) | 0.0 | $215k | 1.4k | 151.28 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $215k | NEW | 2.2k | 99.91 |
|
| Virtus Allianzgi Artificial (AIO) | 0.0 | $212k | NEW | 9.7k | 21.75 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $209k | NEW | 2.6k | 79.36 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $209k | 1.8k | 117.21 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $206k | -3% | 4.1k | 50.05 |
|
| Intuit (INTU) | 0.0 | $206k | NEW | 311.00 | 662.42 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $206k | NEW | 2.9k | 71.76 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $206k | 708.00 | 290.22 |
|
|
| Iron Mountain (IRM) | 0.0 | $204k | +2% | 2.5k | 82.96 |
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $204k | NEW | 1.9k | 110.03 |
|
| Lennox International (LII) | 0.0 | $203k | +5% | 418.00 | 485.64 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $200k | NEW | 2.5k | 81.17 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $194k | NEW | 10k | 18.78 |
|
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $190k | 20k | 9.75 |
|
|
| Doubleline Yield (DLY) | 0.0 | $164k | NEW | 11k | 14.54 |
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.0 | $154k | NEW | 10k | 15.05 |
|
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $136k | 10k | 13.54 |
|
|
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $131k | 11k | 11.71 |
|
|
| European Equity Fund (EEA) | 0.0 | $117k | NEW | 11k | 10.30 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $102k | 11k | 9.53 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $98k | 10k | 9.48 |
|
|
| Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) | 0.0 | $95k | 25k | 3.84 |
|
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $57k | 16k | 3.51 |
|
Past Filings by Spirepoint Private Client
SEC 13F filings are viewable for Spirepoint Private Client going back to 2024
- Spirepoint Private Client 2025 Q4 filed Jan. 22, 2026
- Spirepoint Private Client 2025 Q3 filed Oct. 22, 2025
- Spirepoint Private Client 2025 Q2 filed July 16, 2025
- Spirepoint Private Client 2025 Q1 filed April 23, 2025
- Spirepoint Private Client 2024 Q4 filed Jan. 27, 2025
- Spirepoint Private Client 2024 Q3 filed Nov. 5, 2024
- Spirepoint Private Client 2024 Q2 filed Aug. 8, 2024
- Spirepoint Private Client 2024 Q1 filed May 10, 2024