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CIK: 0001483472
Total reported value
$473.4M
$473.4M
69 檔
29.4%
As reported in its official Q2 2025 Form 13F filing, ArchPoint Investors's tracked investment portfolio stood at $473.4M with 69 total positions.
ArchPoint Investors executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 5 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AMZN, VTI) accounted for 29.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 17.66% | +2.34% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.34% | +0.11% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.89% | +0.12% | — | |
| 4 | CW | Curtiss-wright CORP | Stock-Industrials | 5.72% | -0.12% | — | |
| 5 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.29% | +0.35% | — | |
| 6 | ARM | Arm Holdings Plc-adr | Stock-Tech | 4.66% | +0.06% | — | |
| 7 | LZB | La-z-boy Inc | Stock-Other | 4.44% | -0.35% | -12.90% | |
| 8 | DMLP | Dorchester Minerals LP | Stock-Other | 4.42% | -1.55% | -0.31% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | +0.93% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.89% | -0.14% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.67% | +0.78% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | -0.01% | +78.13% | |
| 13 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.00% | +0.03% | +18.45% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.68% | -0.16% | — | |
| 15 | LNG | Cheniere Energy Inc | Stock-Energy | 1.64% | -0.55% | -2.96% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | +0.64% | — | |
| 17 | EPD | Enterprise Products Partners | Stock-Energy | 1.52% | -0.77% | +0.31% | |
| 18 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.36% | -0.01% | -25.62% | |
| 19 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.27% | -0.51% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.13% | — | |
| 21 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.03% | -0.16% | — | |
| 22 | ET | Energy Transfer LP | Stock-Energy | 0.95% | -0.83% | EXIT | |
| 23 | MPLX | Mplx LP | Stock-Energy | 0.93% | -0.86% | EXIT | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | +0.04% | — | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.92% | -0.27% | — | |
| 26 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.91% | +0.10% | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.89% | -0.10% | — | |
| 28 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.88% | -0.22% | — | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.87% | -0.36% | — | |
| 30 | EMLP | First Trust North American E | ETF-Other | 0.86% | — | — | |
| 31 | IRDM | Iridium Communications Inc | Stock-Comm Services | 0.83% | +1.37% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.28% | — | |
| 33 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.74% | -0.16% | +268.41% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.73% | +0.09% | — | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.67% | -0.07% | — | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.62% | — | — | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.62% | -0.27% | EXIT | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.18% | +14.38% | |
| 39 | RGNX | Regenxbio Inc | Stock-Other | 0.53% | +0.12% | -0.45% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.20% | — | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.51% | -0.04% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | +0.05% | — | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.48% | +0.09% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.30% | +2.46% | |
| 45 | DBL | Doubleline Opport Credit | Stock-Other | 0.46% | -0.04% | -1.23% | |
| 46 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.45% | -0.02% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.04% | -19.19% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.02% | — | |
| 49 | SPRE | Sp/f S&p Global Reit Sharia | ETF-Other | 0.31% | -0.01% | — | |
| 50 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.19% | +0.42% | -16.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CW | Curtiss-wright CORP | +1.6% | — | Unchanged |
| 2 | PHYS | Sprott Physical Gold Trust | +1.3% | NEW | New buy |
| 3 | ARM | Arm Holdings Plc-adr | +1.2% | — | Unchanged |
| 4 | JNJ | Johnson & Johnson | +1.1% | NEW | New buy |
| 5 | KWEB | Kranesh Csi China Internet | +1% | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +78.13% | Add |
| 7 | IRDM | Iridium Communications Inc | +0.8% | NEW | New buy |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +268.41% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | +0.3% | — | Unchanged |
| 11 | QLTY | Gmo U.s. Quality ETF | +0.3% | +18.45% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 13 | MSFT | Microsoft CORP | +0.1% | +2.46% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 15 | MOS | Mosaic Co/the | +0.1% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 17 | VUG | Vanguard Growth ETF | +0.1% | — | Unchanged |
| 18 | GLD | Spdr Gold Shares | 0% | +14.38% | Add |
| 19 | CPNG | Coupang Inc | 0% | — | Unchanged |
| 20 | ABCL | Abcellera Biologics Inc | 0% | — | Unchanged |
| 21 | SPUS | Sp Funds S&p Sharia Indu Exc | 0% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 23 | RGNX | Regenxbio Inc | 0% | -0.45% | Trim |
| 24 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 25 | IWY | Ishares Russell Top 200 Grow | 0% | — | Unchanged |
| 26 | GLIN | Vaneck India Growth Leaders | — | -4.74% | Trim |
| 27 | WMB | Williams Cos Inc | — | — | Unchanged |
| 28 | MSOS | Advisorshares Pure US Cann | — | — | Unchanged |
| 29 | SFIX | Stitch Fix Inc-class A | — | — | Unchanged |
| 30 | S | Sentinelone Inc -class A | — | — | Unchanged |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 32 | GNR | State Street Spdr S&p Global | 0% | — | Unchanged |
| 33 | DSL | Doubleline Income Solutions | 0% | — | Unchanged |
| 34 | AAPL | Apple Inc | 0% | — | Unchanged |
| 35 | TYG | Tortoise Energy Infrastruct | 0% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | 0% | — | Unchanged |
| 38 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 41 | BLND | Blend Labs Inc-a | 0% | EXIT | Sold out |
| 42 | NAUT | Nautilus Biotechnology Inc | 0% | +2.69% | Add |
| 43 | CMI | Cummins Inc | 0% | — | Unchanged |
| 44 | SPRE | Sp/f S&p Global Reit Sharia | 0% | — | Unchanged |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | Unchanged |
| 46 | PSLV | Sprott Physical Silver Trust | -0.1% | — | Unchanged |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -19.19% | Trim |
| 48 | VTIP | Vanguard Short-term Tips | -0.1% | — | Unchanged |
| 49 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | — | Unchanged |
| 50 | DBL | Doubleline Opport Credit | -0.1% | -1.23% | Trim |
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 Q2 2025.
During Q2 2025, ArchPoint Investors's top holdings by market value included GOOGL (17.7%)、AMZN (6.3%)、VTI (5.9%). The largest single position, GOOGL, represented 17.7% of total portfolio value.
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Top New Position Initiated
PHYS
市值: $4.3M
Top Position Liquidated / Trimmed
ECML
前期市值: $6.7M
In Q2 2025, ArchPoint Investors made 30 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 11 holdings, and fully liquidating 5 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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