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CIK: 0001483472
Total reported value
$473.4M
$473.4M
67 檔
26.5%
The Q4 2024 SEC filing reveals that ArchPoint Investors held a total portfolio value of $473.4M, covering 67 public equity positions.
In Q4 2024, ArchPoint Investors adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AMZN, LZB) accounted for 26.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 15.43% | +2.34% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.93% | +0.11% | -2.18% | |
| 3 | LZB | La-z-boy Inc | Stock-Other | 6.68% | -0.35% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.26% | +0.12% | — | |
| 5 | DMLP | Dorchester Minerals LP | Stock-Other | 5.87% | -1.55% | -1.38% | |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.46% | +0.35% | — | |
| 7 | CW | Curtiss-wright CORP | Stock-Industrials | 4.65% | -0.12% | — | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.24% | — | +7.31% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.93% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.72% | -0.14% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.54% | +0.78% | -0.38% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.42% | -0.16% | — | |
| 13 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-Other | 2.27% | — | — | |
| 14 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.96% | -0.01% | — | |
| 15 | EPD | Enterprise Products Partners | Stock-Energy | 1.70% | -0.77% | +0.31% | |
| 16 | LNG | Cheniere Energy Inc | Stock-Energy | 1.67% | -0.55% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.64% | +0.64% | — | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.28% | +0.03% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.01% | — | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.20% | -0.36% | — | |
| 21 | ET | Energy Transfer LP | Stock-Energy | 1.12% | -0.83% | EXIT | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.08% | -0.27% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.00% | -0.10% | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.04% | — | |
| 25 | MPLX | Mplx LP | Stock-Energy | 0.95% | -0.86% | EXIT | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.28% | — | |
| 27 | EMLP | First Trust North American E | ETF-Other | 0.92% | — | — | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.86% | +0.09% | -2.93% | |
| 29 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.78% | -0.22% | — | |
| 30 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.77% | +0.10% | — | |
| 31 | AMLP | Alerian Mlp ETF | ETF-Other | 0.73% | -0.07% | — | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.69% | — | -4.48% | |
| 33 | MTTR* | Matterport Inc | Stock-Other | 0.58% | — | — | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.57% | +0.09% | — | |
| 35 | RGNX | Regenxbio Inc | Stock-Other | 0.56% | +0.12% | -1.23% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.55% | -0.04% | — | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.20% | — | |
| 38 | DBL | Doubleline Opport Credit | Stock-Other | 0.52% | -0.04% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.04% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.18% | -0.63% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.05% | — | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.44% | -0.02% | — | |
| 43 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.37% | -0.27% | EXIT | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.30% | +0.08% | |
| 45 | SPRE | Sp/f S&p Global Reit Sharia | ETF-Other | 0.34% | -0.01% | — | |
| 46 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.33% | — | -1.32% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.02% | — | |
| 48 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.27% | +0.42% | — | |
| 49 | XLB | Ss Materials Select Sector | ETF-Other | 0.21% | — | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | — | Unchanged |
| 2 | AMZN | Amazon.com Inc | +0.8% | -2.18% | Trim |
| 3 | DMLP | Dorchester Minerals LP | +0.4% | -1.38% | Trim |
| 4 | CW | Curtiss-wright CORP | +0.3% | — | Unchanged |
| 5 | LNG | Cheniere Energy Inc | +0.3% | — | Unchanged |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | — | Unchanged |
| 7 | CSCO | Cisco Systems Inc | +0.2% | -0.38% | Trim |
| 8 | ET | Energy Transfer LP | +0.2% | +0.97% | Add |
| 9 | OKLO | Oklo Inc | +0.2% | NEW | New buy |
| 10 | EPD | Enterprise Products Partners | +0.1% | +0.31% | Add |
| 11 | OKE | Oneok Inc | +0.1% | — | Unchanged |
| 12 | MPLX | Mplx LP | +0.1% | +1.20% | Add |
| 13 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 15 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 16 | EMLP | First Trust North American E | 0% | — | Unchanged |
| 17 | CMI | Cummins Inc | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 20 | MTTR* | Matterport Inc | 0% | — | Unchanged |
| 21 | BXSL | Blackstone Secured Lending F | 0% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 23 | SPUS | Sp Funds S&p Sharia Indu Exc | 0% | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 25 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 26 | ABCL | Abcellera Biologics Inc | 0% | — | Unchanged |
| 27 | MO | Altria Group Inc | 0% | — | Unchanged |
| 28 | IWY | Ishares Russell Top 200 Grow | 0% | — | Unchanged |
| 29 | SFIX | Stitch Fix Inc-class A | 0% | — | Unchanged |
| 30 | AAPL | Apple Inc | 0% | — | Unchanged |
| 31 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 32 | AMLP | Alerian Mlp ETF | — | — | Unchanged |
| 33 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 34 | BLND | Blend Labs Inc-a | — | — | Unchanged |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | — | — | Unchanged |
| 36 | DSL | Doubleline Income Solutions | — | — | Unchanged |
| 37 | LZB | La-z-boy Inc | 0% | — | Unchanged |
| 38 | GLIN | Vaneck India Growth Leaders | 0% | — | Unchanged |
| 39 | MSFT | Microsoft CORP | 0% | +0.08% | Add |
| 40 | GLD | Spdr Gold Shares | 0% | -0.63% | Trim |
| 41 | XLE | Ss Energy Select Sector | 0% | +0.03% | Add |
| 42 | DHS | Wisdomtree US High Dividend | 0% | — | Unchanged |
| 43 | IEF | Ishares 7-10 Year Treasury B | 0% | +7.31% | Add |
| 44 | GNR | State Street Spdr S&p Global | 0% | — | Unchanged |
| 45 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 46 | DBL | Doubleline Opport Credit | 0% | — | Unchanged |
| 47 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 48 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | — | Unchanged |
| 49 | XLB | Ss Materials Select Sector | 0% | — | Unchanged |
| 50 | CVX | Chevron CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, ArchPoint Investors reported a total U.S. public equity portfolio value of $473.4M across 67 disclosed positions in Q4 2024.
During Q4 2024, ArchPoint Investors's top holdings by market value included GOOGL (15.4%)、AMZN (6.9%)、LZB (6.7%). The largest single position, GOOGL, represented 15.4% of total portfolio value.
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Top New Position Initiated
OKLO
市值: $464.0K
Top Position Liquidated / Trimmed
CORZ
前期市值: $2.3M
In Q4 2024, ArchPoint Investors made 24 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 11 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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