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CIK: 0001483472
Total reported value
$473.4M
$473.4M
69 檔
26.2%
In Q1 2025, ArchPoint Investors's U.S. equity holdings reached a combined market value of $473.4M, distributed across 69 disclosed stock positions.
In Q1 2025, ArchPoint Investors displayed an active expansion posture, initiating 69 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 17.34% | +2.34% | +37.49% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.15% | +0.11% | +2.23% | |
| 3 | LZB | La-z-boy Inc | Stock-Other | 6.00% | -0.35% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.94% | +0.12% | — | |
| 5 | DMLP | Dorchester Minerals LP | Stock-Other | 5.35% | -1.55% | +0.94% | |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.99% | +0.35% | — | |
| 7 | CW | Curtiss-wright CORP | Stock-Industrials | 4.15% | -0.12% | -0.25% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.89% | +0.93% | +6.21% | |
| 9 | ARM | Arm Holdings Plc-adr | Stock-Tech | 3.44% | +0.06% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.93% | -0.14% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.66% | +0.78% | +0.38% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.30% | -0.16% | -0.57% | |
| 13 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-Other | 2.19% | — | — | |
| 14 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.00% | -0.01% | — | |
| 15 | EPD | Enterprise Products Partners | Stock-Energy | 1.86% | -0.77% | +0.29% | |
| 16 | LNG | Cheniere Energy Inc | Stock-Energy | 1.80% | -0.55% | — | |
| 17 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.73% | +0.03% | +37.70% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.67% | +0.64% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | -0.01% | — | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.18% | -0.36% | — | |
| 21 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.08% | -0.27% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.28% | — | |
| 23 | ET | Energy Transfer LP | Stock-Energy | 1.07% | -0.83% | EXIT | |
| 24 | MPLX | Mplx LP | Stock-Energy | 1.07% | -0.86% | EXIT | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.10% | — | |
| 26 | EMLP | First Trust North American E | ETF-Other | 0.97% | — | — | |
| 27 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.94% | -0.22% | — | |
| 28 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.89% | +0.10% | +27.67% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.04% | — | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.80% | +0.09% | +3.02% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-Other | 0.79% | -0.07% | — | |
| 32 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.76% | -0.27% | EXIT | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.70% | — | +4.69% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | -0.20% | — | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.57% | -0.04% | — | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.18% | — | |
| 37 | DBL | Doubleline Opport Credit | Stock-Other | 0.53% | -0.04% | — | |
| 38 | RGNX | Regenxbio Inc | Stock-Other | 0.52% | +0.12% | — | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.52% | +0.09% | — | |
| 40 | OKLO | Oklo Inc | Stock-Utilities | 0.44% | — | +183.01% | |
| 41 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.44% | -0.02% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.05% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.04% | -4.80% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.30% | +21.86% | |
| 45 | SPRE | Sp/f S&p Global Reit Sharia | ETF-Other | 0.35% | -0.01% | +3.24% | |
| 46 | CSGP | Costar Group Inc | Stock-Real Estate | 0.34% | -0.47% | — | |
| 47 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.27% | +0.42% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.02% | +12.71% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.26% | -0.16% | +25.60% | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.21% | — | — |
According to official SEC Form 13F filings, ArchPoint Investors reported a total U.S. public equity portfolio value of $473.4M across 69 disclosed positions in Q1 2025.
During Q1 2025, ArchPoint Investors's top holdings by market value included GOOGL (17.3%)、AMZN (6.2%)、LZB (6.0%). The largest single position, GOOGL, represented 17.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AMZN, LZB) accounted for 26.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOGL
市值: $52.7M
In Q1 2025, ArchPoint Investors made 69 total portfolio adjustments, initiating 69 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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