Holders — by stockHoldings — by fund
SPIREPOINT PRIVATE CLIENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002022908
$1.23B
disclosed book value
332
positions
8.9%
largest position share
Positions, as of 2026-06-30
top 100 of 332 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | UPSUNITED PARCEL SVCS INC | 1.0M | $110.1M | 8.9% |
| 2 | AAPLAPPLE INC | 171,652 | $49.7M | 4% |
| 3 | GOOGLALPHABET INC | 120,542 | $43.1M | 3.5% |
| 4 | VOOVANGUARD INDEX FDS | 62,537 | $43.0M | 3.5% |
| 5 | AVGOBROADCOM INC | 113,135 | $42.7M | 3.5% |
| 6 | NVDANVIDIA CORPORATION | 180,362 | $36.1M | 2.9% |
| 7 | MSFTMICROSOFT CORP | 92,515 | $34.5M | 2.8% |
| 8 | CLHCLEAN HARBORS INC | 105,838 | $31.6M | 2.6% |
| 9 | PANWPALO ALTO NETWORKS INC | 86,429 | $29.5M | 2.4% |
| 10 | AMZNAMAZON COM INC | 119,451 | $28.5M | 2.3% |
| 11 | JNJJOHNSON & JOHNSON | 108,989 | $27.7M | 2.2% |
| 12 | XLKSELECT SECTOR SPDR TR | 132,688 | $25.3M | 2% |
| 13 | PLTRPALANTIR TECHNOLOGIES INC | 208,372 | $24.3M | 2% |
| 14 | LLYELI LILLY & CO | 20,170 | $24.2M | 2% |
| 15 | AMLPALPS ETF TR | 448,645 | $23.3M | 1.9% |
| 16 | LRCXLAM RESEARCH CORP | 45,202 | $19.6M | 1.6% |
| 17 | NEENEXTERA ENERGY INC | 196,687 | $17.3M | 1.4% |
| 18 | SOXXISHARES TR | 26,384 | $16.9M | 1.4% |
| 19 | GDGENERAL DYNAMICS CORP | 47,251 | $16.7M | 1.4% |
| 20 | EXMOCEXXON MOBIL CORP | 106,263 | $14.5M | 1.2% |
| 21 | AXONAXON ENTERPRISE INC | 25,790 | $14.5M | 1.2% |
| 22 | ANETARISTA NETWORKS INC | 84,426 | $14.3M | 1.2% |
| 23 | VVISA INC | 39,487 | $13.5M | 1.1% |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,939 | $13.5M | 1.1% |
| 25 | CVXCHEVRON CORPORATION | 80,352 | $13.3M | 1.1% |
| 26 | TJXTJX COS INC NEW | 86,256 | $13.1M | 1.1% |
| 27 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 27,324 | $13.0M | 1.1% |
| 28 | BNDVANGUARD BD INDEX FDS | 177,309 | $13.0M | 1.1% |
| 29 | WMTWALMART INC | 108,989 | $12.3M | 1% |
| 30 | VIGVANGUARD SPECIALIZED FUNDS | 51,631 | $12.2M | 1% |
| 31 | KLACKLA CORP | 39,513 | $11.9M | 1% |
| 32 | VTEBVANGUARD MUN BD FDS | 216,474 | $10.9M | 0.9% |
| 33 | GILDGILEAD SCIENCES INC | 81,278 | $10.3M | 0.8% |
| 34 | SOSOUTHERN CO | 105,995 | $10.1M | 0.8% |
| 35 | QQQINVESCO QQQ TR | 13,627 | $10.0M | 0.8% |
| 36 | JPMJPMORGAN CHASE & CO | 28,920 | $9.5M | 0.8% |
| 37 | NOCNORTHROP GRUMMAN CORP | 17,522 | $8.9M | 0.7% |
| 38 | GSGOLDMAN SACHS GROUP INC | 8,784 | $8.9M | 0.7% |
| 39 | MAMASTERCARD INCORPORATED | 16,213 | $8.3M | 0.7% |
| 40 | JEPIJ P MORGAN EXCHANGE TRADED F | 141,906 | $8.0M | 0.6% |
| 41 | CHUBB LIMITED | 22,473 | $7.7M | 0.6% |
| 42 | UBERUBER TECHNOLOGIES INC | 104,759 | $7.6M | 0.6% |
| 43 | GOOGALPHABET INC | 21,331 | $7.5M | 0.6% |
| 44 | RIVNRIVIAN AUTOMOTIVE INC | 432,450 | $7.5M | 0.6% |
| 45 | PGPROCTER & GAMBLE CO | 51,095 | $7.5M | 0.6% |
| 46 | COSTCOSTCO WHOLESALE CORPORATION | 7,907 | $7.4M | 0.6% |
| 47 | MSGEMADISON SQUARE GARDEN ENTMT | 89,994 | $7.3M | 0.6% |
| 48 | PEVERPURE INC | 90,484 | $7.1M | 0.6% |
| 49 | ABBVABBVIE INC | 26,767 | $6.7M | 0.5% |
| 50 | NOWSERVICENOW INC | 65,325 | $6.5M | 0.5% |
| 51 | DUKDUKE ENERGY CORP NEW | 49,227 | $6.2M | 0.5% |
| 52 | IWFISHARES TR | 50,168 | $6.2M | 0.5% |
| 53 | ROYAL CARIBBEAN GROUP | 19,515 | $6.2M | 0.5% |
| 54 | ORLYOREILLY AUTOMOTIVE INC | 56,471 | $5.2M | 0.4% |
| 55 | METAMETA PLATFORMS INC | 8,536 | $4.8M | 0.4% |
| 56 | SGISOMNIGROUP INTERNATIONAL INC | 59,217 | $4.6M | 0.4% |
| 57 | SPYSTATE STR SPDR S&P 500 ETF T | 5,546 | $4.1M | 0.3% |
| 58 | MGKVANGUARD WORLD FD | 45,492 | $4.0M | 0.3% |
| 59 | XYZBLOCK INC | 52,531 | $4.0M | 0.3% |
| 60 | IVWISHARES TR | 27,829 | $3.8M | 0.3% |
| 61 | VFLOVICTORY PORTFOLIOS II | 83,621 | $3.8M | 0.3% |
| 62 | XLESELECT SECTOR SPDR TR | 65,483 | $3.5M | 0.3% |
| 63 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 68,509 | $3.4M | 0.3% |
| 64 | RECSCOLUMBIA ETF TR I | 75,425 | $3.3M | 0.3% |
| 65 | EMREMERSON ELEC CO | 22,175 | $3.2M | 0.3% |
| 66 | XLUSELECT SECTOR SPDR TR | 68,373 | $3.1M | 0.3% |
| 67 | ALBALBEMARLE CORP | 21,708 | $2.9M | 0.2% |
| 68 | CMGCHIPOTLE MEXICAN GRILL INC | 85,452 | $2.9M | 0.2% |
| 69 | CCITIGROUP INC | 20,316 | $2.8M | 0.2% |
| 70 | IJHISHARES TR | 36,677 | $2.8M | 0.2% |
| 71 | CSCOCISCO SYS INC | 22,968 | $2.7M | 0.2% |
| 72 | BLKBLACKROCK INC | 2,799 | $2.7M | 0.2% |
| 73 | HDHOME DEPOT INC | 7,567 | $2.7M | 0.2% |
| 74 | PHYSSPROTT ASSET MANAGEMENT LP | 87,370 | $2.6M | 0.2% |
| 75 | STRLSTERLING INFRASTRUCTURE INC | 3,140 | $2.6M | 0.2% |
| 76 | IWDISHARES TR | 10,595 | $2.6M | 0.2% |
| 77 | MIAXMIAMI INTL HLDGS INC | 68,883 | $2.6M | 0.2% |
| 78 | VSXYVICTORIAS SECRET AND CO | 28,799 | $2.4M | 0.2% |
| 79 | CATCATERPILLAR INC | 2,152 | $2.3M | 0.2% |
| 80 | DGROISHARES TR | 29,695 | $2.3M | 0.2% |
| 81 | IVVISHARES TR | 2,958 | $2.2M | 0.2% |
| 82 | ITWILLINOIS TOOL WKS INC | 8,080 | $2.2M | 0.2% |
| 83 | SPYMSPDR SERIES TRUST | 24,611 | $2.2M | 0.2% |
| 84 | MUMICRON TECHNOLOGY INC | 1,730 | $2.0M | 0.2% |
| 85 | PMPHILIP MORRIS INTL INC | 11,013 | $2.0M | 0.2% |
| 86 | ROKROCKWELL AUTOMATION INC | 3,940 | $2.0M | 0.2% |
| 87 | IJRISHARES TR | 12,864 | $1.9M | 0.2% |
| 88 | AMGNAMGEN INC | 5,266 | $1.9M | 0.2% |
| 89 | AXPAMERICAN EXPRESS CO | 5,395 | $1.8M | 0.1% |
| 90 | BACBANK OF AMER CORP | 31,557 | $1.8M | 0.1% |
| 91 | VONGVANGUARD SCOTTSDALE FDS | 13,904 | $1.8M | 0.1% |
| 92 | EATON CORP PLC | 4,101 | $1.7M | 0.1% |
| 93 | SEAGATE TECHNOLOGY HLDNGS PL | 1,749 | $1.7M | 0.1% |
| 94 | PENGPENGUIN SOLUTIONS INC | 22,000 | $1.7M | 0.1% |
| 95 | CLSCELESTICA INC | 4,577 | $1.7M | 0.1% |
| 96 | NOBLPROSHARES TR | 28,876 | $1.6M | 0.1% |
| 97 | PSLVSPROTT ASSET MANAGEMENT LP | 82,060 | $1.5M | 0.1% |
| 98 | LINDE PLC | 2,967 | $1.5M | 0.1% |
| 99 | SRESEMPRA | 16,391 | $1.5M | 0.1% |
| 100 | TSLATESLA INC | 3,576 | $1.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.