Spirepoint Private Client
Latest statistics and disclosures from Spirepoint Private Client's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, AAPL, GOOGL, VOO, AVGO, and represent 23.37% of Spirepoint Private Client's stock portfolio.
- Added to shares of these 10 stocks: SOXX (+$17M), ANET (+$11M), TSM (+$11M), KLAC (+$11M), GOOGL (+$8.3M), CB (+$7.2M), NOW (+$6.5M), VOO (+$6.5M), NVDA (+$6.2M), PANW (+$5.1M).
- Started 27 new stock positions in CCL, VOE, S&p Global, KLIC, ASX, CRDO, HON, HONA, MBB, VRTX.
- Reduced shares in these 10 stocks: TMO (-$8.3M), ABBV (-$5.7M), AJG, BSX, ARES, VIG, OTIS, SOFI, BND, Honeywell International.
- Sold out of its positions in ADBE, ARES, BGR, CI, Carnival Corporation, COP, Honeywell International, LYFT, MFS High Yield Municipal Trust, PNFP. ROL, SPGI, SCHW, SOFI, TYG, AZN, MDT.
- Spirepoint Private Client was a net buyer of stock by $95M.
- Spirepoint Private Client has $1.2B in assets under management (AUM), dropping by 17.42%.
- Central Index Key (CIK): 0002022908
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Portfolio Holdings for Spirepoint Private Client
Spirepoint Private Client holds 332 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Svcs CL B (UPS) | 8.9 | $110M | 1.0M | 107.50 |
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| Apple (AAPL) | 4.0 | $50M | 172k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $43M | +24% | 121k | 357.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.5 | $43M | +17% | 63k | 686.81 |
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| Broadcom (AVGO) | 3.5 | $43M | +11% | 113k | 377.75 |
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| NVIDIA Corporation (NVDA) | 2.9 | $36M | +20% | 180k | 200.09 |
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| Microsoft Corporation (MSFT) | 2.8 | $35M | +12% | 93k | 373.02 |
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| Clean Harbors (CLH) | 2.6 | $32M | 106k | 298.75 |
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| Palo Alto Networks (PANW) | 2.4 | $30M | +20% | 86k | 341.02 |
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| Amazon (AMZN) | 2.3 | $29M | +17% | 120k | 238.34 |
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| Johnson & Johnson (JNJ) | 2.2 | $28M | 109k | 253.97 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.0 | $25M | 133k | 190.52 |
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| Palantir Technologies Cl A (PLTR) | 2.0 | $24M | 208k | 116.67 |
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| Eli Lilly & Co. (LLY) | 2.0 | $24M | 20k | 1199.44 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.9 | $23M | +5% | 449k | 51.85 |
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| Lam Research Corp Com New (LRCX) | 1.6 | $20M | +4% | 45k | 433.33 |
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| Nextera Energy (NEE) | 1.4 | $17M | 197k | 87.77 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $17M | NEW | 26k | 640.76 |
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| General Dynamics Corporation (GD) | 1.4 | $17M | +39% | 47k | 354.24 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $15M | 106k | 136.72 |
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| Axon Enterprise (AXON) | 1.2 | $15M | +11% | 26k | 560.61 |
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| Arista Networks Com Shs (ANET) | 1.2 | $14M | +361% | 84k | 169.88 |
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| Visa Com Cl A (V) | 1.1 | $14M | 40k | 343.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $14M | 27k | 500.39 |
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| Chevron Corporation (CVX) | 1.1 | $13M | +3% | 80k | 165.76 |
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| TJX Companies (TJX) | 1.1 | $13M | 86k | 151.50 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $13M | +517% | 27k | 477.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $13M | -13% | 177k | 73.41 |
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| Wal-Mart Stores (WMT) | 1.0 | $12M | 109k | 113.26 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $12M | -22% | 52k | 236.62 |
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| Kla Corp Com New (KLAC) | 1.0 | $12M | +968% | 40k | 301.71 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $11M | +9% | 217k | 50.58 |
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| Gilead Sciences (GILD) | 0.8 | $10M | 81k | 126.34 |
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| Southern Company (SO) | 0.8 | $10M | 106k | 95.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $10M | +4% | 14k | 736.38 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $9.5M | 29k | 327.33 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $8.9M | 18k | 509.30 |
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| Goldman Sachs (GS) | 0.7 | $8.9M | 8.8k | 1011.37 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $8.3M | +3% | 16k | 513.60 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $8.0M | +4% | 142k | 56.48 |
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| Chubb (CB) | 0.6 | $7.7M | +1761% | 23k | 340.74 |
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| Uber Technologies (UBER) | 0.6 | $7.6M | +4% | 105k | 72.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.5M | 21k | 353.33 |
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| Rivian Automotive Com Cl A (RIVN) | 0.6 | $7.5M | 433k | 17.35 |
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| Procter & Gamble Company (PG) | 0.6 | $7.5M | 51k | 146.64 |
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| Costco Wholesale Corporation (COST) | 0.6 | $7.4M | -4% | 7.9k | 935.47 |
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| Madison Square Garden Entmt Com Cl A (MSGE) | 0.6 | $7.3M | +9% | 90k | 80.89 |
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| Everpure Cl A (P) | 0.6 | $7.1M | 91k | 78.79 |
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| Abbvie (ABBV) | 0.5 | $6.7M | -45% | 27k | 251.64 |
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| Servicenow (NOW) | 0.5 | $6.5M | NEW | 65k | 99.28 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $6.2M | +12% | 49k | 126.58 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $6.2M | +299% | 50k | 124.17 |
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| Royal Caribbean Cruises (RCL) | 0.5 | $6.2M | -4% | 20k | 317.53 |
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| O'reilly Automotive (ORLY) | 0.4 | $5.2M | 57k | 92.09 |
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| Meta Platforms Cl A (META) | 0.4 | $4.8M | +63% | 8.5k | 563.31 |
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| Tempur-Pedic International (SGI) | 0.4 | $4.6M | 59k | 78.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.1M | +8% | 5.5k | 746.77 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $4.0M | +403% | 46k | 87.91 |
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| Block Cl A (XYZ) | 0.3 | $4.0M | 53k | 76.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $3.8M | 28k | 137.53 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.3 | $3.8M | 84k | 45.75 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $3.5M | 66k | 53.11 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $3.4M | +35% | 69k | 49.86 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.3 | $3.3M | +2% | 75k | 43.28 |
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| Emerson Electric (EMR) | 0.3 | $3.2M | 22k | 143.15 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.3 | $3.1M | -8% | 68k | 45.34 |
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| Albemarle Corporation (ALB) | 0.2 | $2.9M | NEW | 22k | 135.03 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $2.9M | 86k | 34.00 |
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| Citigroup Com New (C) | 0.2 | $2.8M | -2% | 20k | 139.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.8M | 37k | 77.11 |
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| Cisco Systems (CSCO) | 0.2 | $2.7M | 23k | 117.46 |
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| Blackrock (BLK) | 0.2 | $2.7M | 2.8k | 961.56 |
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| Home Depot (HD) | 0.2 | $2.7M | -3% | 7.6k | 352.68 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $2.6M | 87k | 30.17 |
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| Sterling Construction Company (STRL) | 0.2 | $2.6M | +3% | 3.1k | 839.36 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.6M | 11k | 242.43 |
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| Miami Intl Hldgs (MIAX) | 0.2 | $2.6M | 69k | 37.16 |
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| Victorias Secret And Common Stock (VSXY) | 0.2 | $2.4M | 29k | 83.48 |
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| Caterpillar (CAT) | 0.2 | $2.3M | 2.2k | 1064.90 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.3M | +2% | 30k | 75.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | -15% | 3.0k | 748.98 |
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| Illinois Tool Works (ITW) | 0.2 | $2.2M | 8.1k | 270.47 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $2.2M | +2% | 25k | 87.88 |
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| Micron Technology (MU) | 0.2 | $2.0M | -25% | 1.7k | 1154.29 |
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| Philip Morris International (PM) | 0.2 | $2.0M | -2% | 11k | 180.92 |
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| Rockwell Automation (ROK) | 0.2 | $2.0M | 3.9k | 495.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.9M | +2% | 13k | 148.31 |
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| Amgen (AMGN) | 0.2 | $1.9M | -6% | 5.3k | 362.12 |
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| American Express Company (AXP) | 0.1 | $1.8M | 5.4k | 338.25 |
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| Bank of America Corporation (BAC) | 0.1 | $1.8M | 32k | 56.98 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.8M | +2% | 14k | 127.81 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.7M | 4.1k | 426.12 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.7M | 1.7k | 965.00 |
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| Penguin Solutions (PENG) | 0.1 | $1.7M | +9% | 22k | 76.01 |
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| Celestica (CLS) | 0.1 | $1.7M | +3% | 4.6k | 364.80 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.6M | +91% | 29k | 56.16 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $1.5M | 82k | 18.87 |
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| Linde SHS (LIN) | 0.1 | $1.5M | -13% | 3.0k | 518.94 |
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| Sempra Energy (SRE) | 0.1 | $1.5M | -9% | 16k | 92.71 |
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| Tesla Motors (TSLA) | 0.1 | $1.5M | -4% | 3.6k | 420.60 |
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| Oracle Corporation (ORCL) | 0.1 | $1.5M | -5% | 10k | 146.56 |
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| Nike CL B (NKE) | 0.1 | $1.5M | 36k | 41.05 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.4M | -4% | 24k | 60.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.4M | -4% | 11k | 124.44 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | -85% | 2.8k | 501.28 |
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| Bny Mellon Etf Trust Global Infrasctr (BKGI) | 0.1 | $1.3M | +2% | 30k | 44.97 |
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| Pepsi (PEP) | 0.1 | $1.3M | -4% | 9.9k | 135.40 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | 4.5k | 298.07 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | -8% | 6.0k | 223.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | +44% | 3.6k | 370.04 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -11% | 10k | 128.50 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $1.3M | 2.5k | 515.23 |
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| Applied Materials (AMAT) | 0.1 | $1.3M | +2% | 1.8k | 723.00 |
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| Comfort Systems USA (FIX) | 0.1 | $1.3M | +5% | 645.00 | 1982.09 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 4.0k | 314.59 |
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| Modine Manufacturing (MOD) | 0.1 | $1.3M | +2% | 4.7k | 267.02 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.6k | 270.31 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $1.2M | +3% | 27k | 45.44 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | 6.4k | 189.74 |
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| Reddit Cl A (RDDT) | 0.1 | $1.2M | +242% | 6.9k | 173.58 |
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| Ametek (AME) | 0.1 | $1.2M | 4.9k | 241.94 |
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| Best Buy (BBY) | 0.1 | $1.2M | 16k | 75.88 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | -9% | 14k | 81.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | +2% | 16k | 71.25 |
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| Lowe's Companies (LOW) | 0.1 | $1.1M | -5% | 5.2k | 220.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | +12% | 3.7k | 303.11 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.1M | 7.7k | 141.89 |
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| International Business Machines (IBM) | 0.1 | $1.1M | -9% | 3.9k | 281.21 |
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| Southstate Bk Corp (SSB) | 0.1 | $1.1M | +3% | 11k | 99.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.1M | +5% | 1.4k | 763.14 |
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| United Rentals (URI) | 0.1 | $1.1M | 939.00 | 1132.89 |
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| Rbc Cad (RY) | 0.1 | $1.1M | 5.1k | 206.97 |
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| Argan (AGX) | 0.1 | $1.0M | +3% | 1.3k | 798.67 |
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| Trane Technologies SHS (TT) | 0.1 | $1.0M | -5% | 2.1k | 491.16 |
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| Antero Res (AR) | 0.1 | $992k | 28k | 35.14 |
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| Analog Devices (ADI) | 0.1 | $982k | -4% | 2.5k | 397.17 |
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| Colgate-Palmolive Company (CL) | 0.1 | $971k | -2% | 11k | 91.68 |
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| Sherwin-Williams Company (SHW) | 0.1 | $958k | 2.8k | 344.32 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $955k | +7% | 9.7k | 98.20 |
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| Progressive Corporation (PGR) | 0.1 | $949k | 4.3k | 218.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $940k | 8.5k | 110.32 |
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| Bwx Technologies (BWXT) | 0.1 | $932k | +12% | 4.8k | 194.64 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $930k | +12% | 3.8k | 243.01 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $904k | +400% | 33k | 27.41 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $876k | 14k | 62.89 |
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| UnitedHealth (UNH) | 0.1 | $860k | 2.1k | 415.65 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $842k | 5.0k | 168.42 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $826k | -3% | 7.3k | 113.82 |
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| Stryker Corporation (SYK) | 0.1 | $826k | -10% | 2.6k | 314.84 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $820k | 3.9k | 212.79 |
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| Nucor Corporation (NUE) | 0.1 | $809k | 3.6k | 222.75 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $784k | -21% | 1.5k | 509.46 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $782k | 8.9k | 87.71 |
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| Quanta Services (PWR) | 0.1 | $781k | 1.1k | 720.04 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $773k | +12% | 5.6k | 137.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $771k | -4% | 1.3k | 580.91 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $763k | +22% | 22k | 34.67 |
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| Par Pac Holdings Com New (PARR) | 0.1 | $761k | +10% | 14k | 56.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Starbucks Corporation (SBUX) | 0.1 | $722k | -9% | 7.1k | 102.19 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $708k | +679% | 5.9k | 119.52 |
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| American Electric Power Company (AEP) | 0.1 | $707k | +4% | 5.2k | 136.82 |
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| Ge Aerospace Com New (GE) | 0.1 | $692k | +5% | 1.9k | 373.74 |
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| Kkr & Co (KKR) | 0.1 | $689k | 7.5k | 91.78 |
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| Wells Fargo & Company (WFC) | 0.1 | $687k | -3% | 8.3k | 82.64 |
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| Prologis (PLD) | 0.1 | $683k | 5.0k | 135.47 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $683k | 1.9k | 368.38 |
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| Royce Micro Capital Trust (RMT) | 0.1 | $678k | -3% | 46k | 14.64 |
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| Welltower Inc Com reit (WELL) | 0.1 | $672k | 3.0k | 226.96 |
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| Paycom Software (PAYC) | 0.1 | $671k | 5.3k | 125.68 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $671k | -87% | 2.9k | 229.57 |
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| Allstate Corporation (ALL) | 0.1 | $671k | +3% | 2.8k | 237.91 |
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| Waste Management (WM) | 0.1 | $667k | +128% | 3.0k | 222.88 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $643k | 2.1k | 306.30 |
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| Campbell Soup Company (CPB) | 0.1 | $637k | 29k | 22.27 |
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| Fiserv (FISV) | 0.1 | $635k | 13k | 49.05 |
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| Performance Food (PFGC) | 0.1 | $628k | -5% | 5.6k | 111.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $616k | 2.7k | 227.08 |
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| UMB Financial Corporation (UMBF) | 0.0 | $609k | +13% | 4.3k | 142.76 |
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| Abbott Laboratories (ABT) | 0.0 | $597k | -22% | 6.6k | 90.74 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $592k | +18% | 5.8k | 102.25 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $586k | 12k | 50.15 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $586k | 6.7k | 87.04 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $576k | +545% | 6.7k | 86.14 |
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| Spx Corp (SPXC) | 0.0 | $576k | +14% | 2.4k | 245.17 |
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| Ge Vernova (GEV) | 0.0 | $568k | +23% | 484.00 | 1174.25 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $567k | 11k | 50.63 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $562k | -23% | 3.5k | 158.66 |
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| Honeywell International (HON) | 0.0 | $561k | NEW | 2.5k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.0 | $554k | NEW | 2.5k | 221.08 |
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| Zions Bancorporation (ZION) | 0.0 | $553k | +18% | 8.0k | 69.19 |
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| Packaging Corporation of America (PKG) | 0.0 | $553k | +14% | 2.3k | 238.27 |
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| PNC Financial Services (PNC) | 0.0 | $549k | 2.2k | 246.22 |
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| Intel Corporation (INTC) | 0.0 | $546k | NEW | 3.9k | 139.63 |
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| Royce Value Trust (RVT) | 0.0 | $540k | 29k | 18.47 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $537k | -14% | 4.6k | 117.67 |
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| Burlington Stores (BURL) | 0.0 | $530k | +14% | 1.7k | 316.80 |
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| Moody's Corporation (MCO) | 0.0 | $527k | 1.2k | 452.98 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $525k | 6.3k | 82.84 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.0 | $522k | +16% | 17k | 30.03 |
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| Cameco Corporation (CCJ) | 0.0 | $505k | +19% | 5.0k | 101.86 |
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| Carrier Global Corporation (CARR) | 0.0 | $502k | -2% | 6.8k | 73.35 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $499k | +88% | 956.00 | 522.39 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $499k | 5.2k | 96.58 |
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|
| Cheniere Energy Com New (LNG) | 0.0 | $494k | 2.1k | 239.01 |
|
|
| MetLife (MET) | 0.0 | $489k | -22% | 5.8k | 84.61 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $488k | NEW | 1.8k | 271.95 |
|
| Corning Incorporated (GLW) | 0.0 | $485k | 1.9k | 255.43 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $483k | 1.2k | 397.68 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $483k | +19% | 15k | 32.43 |
|
| Manulife Finl Corp (MFC) | 0.0 | $483k | +5% | 12k | 40.51 |
|
| Mueller Industries (MLI) | 0.0 | $479k | +16% | 3.9k | 122.92 |
|
| Union Pacific Corporation (UNP) | 0.0 | $472k | -2% | 1.7k | 272.00 |
|
| Digital Realty Trust (DLR) | 0.0 | $469k | -3% | 2.6k | 179.56 |
|
| Garmin SHS (GRMN) | 0.0 | $467k | -11% | 2.0k | 237.54 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $466k | +17% | 2.5k | 187.08 |
|
| Life360 (LIF) | 0.0 | $452k | +16% | 8.2k | 55.36 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $448k | +15% | 18k | 25.26 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $446k | -2% | 25k | 17.73 |
|
| Diamondback Energy (FANG) | 0.0 | $443k | 2.5k | 175.76 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $429k | 1.8k | 245.28 |
|
|
| Ituran Location And Control SHS (ITRN) | 0.0 | $426k | -10% | 7.0k | 61.01 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $425k | +14% | 4.2k | 100.28 |
|
| InterDigital (IDCC) | 0.0 | $424k | +18% | 1.5k | 283.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $422k | 1.4k | 300.45 |
|
|
| Republic Services (RSG) | 0.0 | $418k | 2.0k | 213.08 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $417k | 2.3k | 178.60 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $413k | NEW | 956.00 | 431.46 |
|
| Deere & Company (DE) | 0.0 | $412k | 649.00 | 634.33 |
|
|
| Extra Space Storage (EXR) | 0.0 | $410k | 2.8k | 145.30 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $405k | -5% | 414.00 | 978.12 |
|
| S&p Global Com Shs | 0.0 | $396k | NEW | 973.00 | 407.35 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $392k | 4.8k | 81.93 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $391k | +21% | 5.6k | 69.80 |
|
| Virtus Allianzgi Artificial (AIO) | 0.0 | $391k | +9% | 14k | 28.07 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $389k | NEW | 1.3k | 302.70 |
|
| Morgan Stanley Com New (MS) | 0.0 | $389k | 1.9k | 209.04 |
|
|
| Constellation Energy (CEG) | 0.0 | $387k | -4% | 1.6k | 248.37 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $386k | +6% | 194.00 | 1989.44 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $386k | -89% | 5.4k | 71.60 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $383k | 3.7k | 102.31 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $381k | -28% | 1.3k | 293.21 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $377k | NEW | 16k | 23.15 |
|
| Qualcomm (QCOM) | 0.0 | $369k | -12% | 2.0k | 184.79 |
|
| Boeing Company (BA) | 0.0 | $364k | -20% | 1.7k | 216.47 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $362k | 4.1k | 88.54 |
|
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $361k | NEW | 2.7k | 133.76 |
|
| Danaher Corporation (DHR) | 0.0 | $356k | +4% | 1.9k | 190.48 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $354k | -21% | 6.1k | 57.84 |
|
| Nordson Corporation (NDSN) | 0.0 | $352k | 1.2k | 301.79 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $351k | NEW | 7.8k | 44.99 |
|
| Netflix (NFLX) | 0.0 | $351k | -2% | 4.9k | 71.40 |
|
| Consolidated Edison (ED) | 0.0 | $349k | 3.2k | 110.63 |
|
|
| Carnival Corp Common Shares (CCL) | 0.0 | $344k | NEW | 12k | 28.57 |
|
| Ecolab (ECL) | 0.0 | $343k | -3% | 1.2k | 278.61 |
|
| Cummins (CMI) | 0.0 | $340k | +2% | 476.00 | 713.21 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $330k | +27% | 2.9k | 114.18 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $329k | 4.7k | 70.53 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $324k | +29% | 6.2k | 52.33 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $323k | +10% | 1.9k | 167.87 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $322k | -23% | 3.9k | 83.07 |
|
| L3harris Technologies (LHX) | 0.0 | $321k | 1.1k | 290.59 |
|
|
| Walt Disney Company (DIS) | 0.0 | $315k | -18% | 3.3k | 96.25 |
|
| AeroVironment (AVAV) | 0.0 | $315k | +22% | 1.9k | 165.07 |
|
| AutoZone (AZO) | 0.0 | $310k | 97.00 | 3195.94 |
|
|
| Piper Sandler Companies Com New (PIPR) | 0.0 | $305k | +5% | 4.2k | 72.35 |
|
| M&T Bank Corporation (MTB) | 0.0 | $301k | 1.3k | 238.01 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $295k | 4.3k | 68.41 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $294k | 2.7k | 109.77 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $291k | -3% | 2.0k | 146.11 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $287k | 1.8k | 156.30 |
|
|
| TTM Technologies (TTMI) | 0.0 | $285k | NEW | 1.5k | 187.02 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $285k | -93% | 6.7k | 42.68 |
|
| At&t (T) | 0.0 | $280k | -4% | 14k | 20.70 |
|
| Iron Mountain (IRM) | 0.0 | $280k | 2.2k | 126.34 |
|
|
| Paychex (PAYX) | 0.0 | $280k | -28% | 2.9k | 98.33 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $280k | 2.8k | 101.85 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $280k | 2.1k | 131.60 |
|
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.0 | $280k | NEW | 3.1k | 90.76 |
|
| Global X Fds Emerging Mkt Grt (EMC) | 0.0 | $279k | +11% | 7.4k | 37.64 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $279k | +38% | 63k | 4.40 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $277k | 925.00 | 299.01 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $274k | 2.2k | 123.11 |
|
|
| Ballys Corporation Common Stock (BALY) | 0.0 | $274k | 20k | 13.71 |
|
|
| Wayfair Cl A (W) | 0.0 | $274k | -20% | 3.0k | 92.42 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $273k | 5.4k | 50.53 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $272k | NEW | 6.0k | 45.12 |
|
| Wec Energy Group (WEC) | 0.0 | $272k | 2.3k | 116.77 |
|
|
| Carlisle Companies (CSL) | 0.0 | $269k | 742.00 | 362.75 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $269k | -4% | 403.00 | 666.90 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $269k | -19% | 1.8k | 146.19 |
|
| Dover Corporation (DOV) | 0.0 | $266k | -15% | 1.2k | 224.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $264k | +363% | 3.3k | 80.56 |
|
| PPG Industries (PPG) | 0.0 | $261k | 2.2k | 121.29 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $260k | 5.2k | 49.82 |
|
|
| W.W. Grainger (GWW) | 0.0 | $260k | 191.00 | 1360.40 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $260k | 1.5k | 167.73 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $260k | NEW | 692.00 | 375.32 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $257k | NEW | 2.7k | 94.52 |
|
| Williams Companies (WMB) | 0.0 | $257k | 3.5k | 74.34 |
|
|
| Costamare SHS (CMRE) | 0.0 | $255k | +14% | 18k | 14.02 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $250k | 1.6k | 152.19 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $250k | -3% | 1.5k | 166.67 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $249k | 2.6k | 95.98 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $246k | 740.00 | 331.69 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $242k | -4% | 859.00 | 281.72 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $241k | -2% | 1.7k | 140.45 |
|
| Emcor (EME) | 0.0 | $240k | 289.00 | 829.90 |
|
|
| Verizon Communications (VZ) | 0.0 | $238k | -15% | 5.6k | 42.34 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $230k | NEW | 2.2k | 103.45 |
|
| Fifth Third Ban (FITB) | 0.0 | $228k | NEW | 4.1k | 56.37 |
|
| AFLAC Incorporated (AFL) | 0.0 | $226k | -4% | 1.9k | 117.25 |
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $223k | 1.9k | 120.71 |
|
|
| Travelers Companies (TRV) | 0.0 | $223k | -21% | 674.00 | 330.12 |
|
| Incyte Corporation (INCY) | 0.0 | $222k | NEW | 2.0k | 113.36 |
|
| Yum! Brands (YUM) | 0.0 | $217k | -2% | 1.4k | 159.86 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $215k | NEW | 433.00 | 496.73 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $215k | 10k | 20.82 |
|
|
| Realty Income (O) | 0.0 | $214k | 3.4k | 61.96 |
|
|
| Simon Property (SPG) | 0.0 | $209k | NEW | 933.00 | 223.70 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $208k | 1.0k | 201.61 |
|
|
| Phillips 66 (PSX) | 0.0 | $206k | 1.2k | 169.05 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $205k | NEW | 1.0k | 197.60 |
|
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $204k | 20k | 10.31 |
|
|
| Doubleline Yield (DLY) | 0.0 | $186k | 13k | 14.07 |
|
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.0 | $160k | 10k | 15.35 |
|
|
| Calamos Lng/shrt Eq & Dyn (CPZ) | 0.0 | $139k | NEW | 11k | 13.08 |
|
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $135k | 11k | 12.09 |
|
|
| European Equity Fund (EEA) | 0.0 | $122k | 11k | 10.99 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $105k | 11k | 9.81 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $99k | 10k | 9.57 |
|
|
| Aberdeen Mun Income Sh Ben Int (MFM) | 0.0 | $57k | NEW | 10k | 5.62 |
|
Past Filings by Spirepoint Private Client
SEC 13F filings are viewable for Spirepoint Private Client going back to 2024
- Spirepoint Private Client 2026 Q2 filed Aug. 5, 2026
- Spirepoint Private Client 2026 Q1 filed April 22, 2026
- 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