13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001483472
Total reported value
$473.4M
$473.4M
78 檔
39.8%
According to the latest 13F quarterly dataset, ArchPoint Investors managed an equity portfolio of $473.4M at the end of Q1 2026, spanning 78 distinct U.S. exchange-listed positions.
ArchPoint Investors executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 6 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 23.08% | +2.34% | -0.01% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.85% | +0.11% | +43.73% | |
| 3 | CW | Curtiss-wright CORP | Stock-Industrials | 5.48% | -0.12% | -19.62% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.02% | +0.12% | — | |
| 5 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.41% | +0.35% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | +0.93% | +5.10% | |
| 7 | DMLP | Dorchester Minerals LP | Stock-Other | 3.23% | -1.55% | -10.61% | |
| 8 | LZB | La-z-boy Inc | Stock-Other | 2.70% | -0.35% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | -0.14% | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.41% | +0.78% | -0.38% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.30% | +235.00% | |
| 12 | LNG | Cheniere Energy Inc | Stock-Energy | 2.16% | -0.55% | — | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.10% | -0.51% | +0.40% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | -0.01% | +1.22% | |
| 15 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.76% | +0.03% | +2.26% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.65% | -0.16% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.61% | +0.64% | +17.31% | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 1.55% | -0.77% | +2.72% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.13% | +1.15% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.02% | +295.43% | |
| 21 | IRDM | Iridium Communications Inc | Stock-Comm Services | 1.30% | +1.37% | — | |
| 22 | CSGP | Costar Group Inc | Stock-Real Estate | 1.22% | -0.47% | — | |
| 23 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.08% | -0.27% | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.28% | — | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.91% | +0.09% | — | |
| 26 | MPLX | Mplx LP | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 27 | ET | Energy Transfer LP | Stock-Energy | 0.83% | -0.83% | EXIT | |
| 28 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.80% | +0.10% | — | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.78% | -0.36% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.18% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | +0.04% | — | |
| 32 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.72% | -0.22% | -49.42% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.72% | -0.10% | — | |
| 34 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.68% | -0.16% | -1.47% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | — | — | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.66% | +0.09% | +3.26% | |
| 37 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.58% | -0.05% | — | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.58% | -0.07% | — | |
| 39 | POOL | Pool CORP | Stock-Industrials | 0.57% | -0.03% | — | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.54% | -0.30% | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.53% | -0.16% | — | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.49% | -0.02% | — | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | -0.20% | — | |
| 44 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.46% | -0.01% | -51.80% | |
| 45 | JHX | James Hardie Industries plc | Stock-Other | 0.45% | +0.10% | -1.96% | |
| 46 | RGNX | Regenxbio Inc | Stock-Other | 0.44% | +0.12% | — | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.04% | — | |
| 48 | DBL | Doubleline Opport Credit | Stock-Other | 0.35% | -0.04% | — | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.34% | — | +252.21% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.6% | +43.73% | Add |
| 2 | MSFT | Microsoft CORP | +1.3% | +235.00% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +295.43% | Add |
| 4 | LNG | Cheniere Energy Inc | +0.7% | — | Unchanged |
| 5 | IRDM | Iridium Communications Inc | +0.5% | — | Unchanged |
| 6 | XOP | Ss Spdr S&p Og Exp & Prod | +0.3% | — | Unchanged |
| 7 | VTV | Vanguard Value ETF | +0.3% | +17.31% | Add |
| 8 | EPD | Enterprise Products Partners | +0.3% | +2.72% | Add |
| 9 | CVX | Chevron CORP | +0.3% | — | Unchanged |
| 10 | DMLP | Dorchester Minerals LP | +0.3% | -10.61% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.2% | +1.15% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +252.21% | Add |
| 13 | PHYS | Sprott Physical Gold Trust | +0.2% | +0.40% | Add |
| 14 | OKE | Oneok Inc | +0.2% | — | Unchanged |
| 15 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 16 | CLYM | Climb Bio Inc | +0.1% | — | Unchanged |
| 17 | SPRE | Sp/f S&p Global Reit Sharia | +0.1% | +27.67% | Add |
| 18 | FCX | Freeport-mcmoran Inc | +0.1% | — | Unchanged |
| 19 | AMLP | Alerian Mlp ETF | +0.1% | — | Unchanged |
| 20 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 21 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 22 | MPLX | Mplx LP | +0.1% | — | Unchanged |
| 23 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 24 | CMI | Cummins Inc | +0.1% | +3.26% | Add |
| 25 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | — | Unchanged |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 27 | TYG | Tortoise Energy Infrastruct | 0% | — | Unchanged |
| 28 | DHS | Wisdomtree US High Dividend | 0% | — | Unchanged |
| 29 | CSCO | Cisco Systems Inc | 0% | -0.38% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +5.10% | Add |
| 31 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 32 | BORR | Borr Drilling Limited | 0% | — | Unchanged |
| 33 | ABCL | Abcellera Biologics Inc | 0% | — | Unchanged |
| 34 | SFIX | Stitch Fix Inc-class A | — | — | Unchanged |
| 35 | S | Sentinelone Inc -class A | — | — | Unchanged |
| 36 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 37 | VTIP | Vanguard Short-term Tips | — | — | Unchanged |
| 38 | VNQ | Vanguard Real Estate ETF | — | — | Unchanged |
| 39 | DSL | Doubleline Income Solutions | — | — | Unchanged |
| 40 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 41 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | — | — | Unchanged |
| 43 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 44 | IBB | Ishares Biotechnology ETF | — | — | Unchanged |
| 45 | IWY | Ishares Russell Top 200 Grow | 0% | — | Unchanged |
| 46 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 47 | GLIN | Vaneck India Growth Leaders | 0% | — | Unchanged |
| 48 | CW | Curtiss-wright CORP | 0% | -19.62% | Trim |
| 49 | ETHA | Ishares Ethereum Trust ETF | 0% | — | Unchanged |
| 50 | CPNG | Coupang Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, ArchPoint Investors reported a total U.S. public equity portfolio value of $473.4M across 78 disclosed positions in Q1 2026.
During Q1 2026, ArchPoint Investors's top holdings by market value included GOOGL (23.1%)、AMZN (6.8%)、CW (5.5%). The largest single position, GOOGL, represented 23.1% 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, CW) accounted for 39.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CSGP
市值: $5.1M
Top Position Liquidated / Trimmed
8QR
前期市值: $13.1M
In Q1 2026, ArchPoint Investors made 33 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 9 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.