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: 0002022908
Total reported value
$1.2B
$1.2B
280 檔
18.7%
As reported in its official Q3 2025 Form 13F filing, Spirepoint Private Client, LLC's tracked investment portfolio stood at $1.2B with 280 total positions.
In Q3 2025, Spirepoint Private Client, LLC displayed an active expansion posture, initiating 10 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 9.04% | -0.68% | -5.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.12% | -0.14% | +6.84% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.10% | -0.01% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.85% | -0.90% | -3.22% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +0.47% | -0.11% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.44% | +2.08% | |
| 7 | CLH | Clean Harbors Inc | Stock-Industrials | 2.55% | -0.33% | -4.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | +0.83% | +2.95% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.01% | -0.30% | +2.41% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.30% | +5.61% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | +0.39% | +2.51% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 1.61% | -0.25% | +5.29% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.09% | +2.83% | |
| 14 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.45% | +0.23% | +4.36% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.44% | -0.08% | +11.54% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.39% | -0.32% | -2.89% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.22% | +4.31% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.30% | -0.37% | +0.07% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.30% | +1.30% | +2.66% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | -0.01% | +4.06% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.11% | +0.27% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.14% | -0.24% | +2.77% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | -0.05% | +18.53% | |
| 24 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.13% | -0.01% | -11.84% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.53% | +10.11% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.46% | +75.62% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 1.06% | -0.39% | +14.52% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | -0.47% | +15.40% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.45% | +10.03% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.28% | +8.65% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.00% | -0.42% | +0.73% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.98% | +0.25% | +5.08% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.03% | +4.16% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.91% | -0.05% | +1.25% | |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.88% | -0.61% | +4.94% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.05% | +38.72% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.86% | -0.14% | +4.02% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.84% | -0.02% | EXIT | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.19% | -6.26% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.81% | -0.03% | -8.47% | |
| 41 | P | Everpure Inc-a | Stock-Tech | 0.80% | +0.07% | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.09% | +14.29% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.08% | +4.88% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.77% | -0.07% | +21.92% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.77% | -0.24% | +4.31% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.01% | +0.25% | |
| 47 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.64% | -0.08% | -0.74% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.62% | -0.45% | +2.87% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | -0.79% | +0.83% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.5% | -3.22% | Trim |
| 2 | AVGO | Broadcom Inc | +1.2% | -0.11% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +2.08% | Add |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.8% | +0.07% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.6% | +0.25% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.95% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | +75.62% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | -0.01% | Add |
| 9 | SGI | Somnigroup International Inc | +0.4% | — | Add |
| 10 | ORLY | O'reilly Automotive Inc | +0.4% | -0.74% | Add |
| 11 | CARR | Carrier Global CORP | +0.3% | +547.75% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | +38.72% | Add |
| 13 | EMR | Emerson Electric Co | +0.2% | +0.75% | Add |
| 14 | ACN | Accenture plc | +0.2% | -0.29% | Add |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.2% | -0.14% | Add |
| 16 | COST | Costco Wholesale CORP | +0.2% | -6.26% | Add |
| 17 | XLK | Ss Technology Select Sector | +0.2% | +2.51% | Add |
| 18 | UBER | Uber Technologies Inc | +0.2% | +21.92% | Add |
| 19 | AXON | Axon Enterprise Inc | +0.2% | +4.36% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +14.29% | Add |
| 21 | GD | General Dynamics CORP | +0.1% | +5.08% | Add |
| 22 | ABBV | Abbvie Inc | +0.1% | +15.40% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +8.65% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.27% | Add |
| 25 | RCL | Royal Caribbean Cruises Ltd. | 0% | -8.47% | Trim |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +11.54% | Add |
| 27 | PANW | Palo Alto Networks Inc | 0% | +2.66% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +5.61% | Add |
| 29 | TJX | Tjx Companies Inc | 0% | +2.77% | Add |
| 30 | BND | Vanguard Total Bond Market | 0% | +14.52% | Add |
| 31 | NOC | Northrop Grumman CORP | 0% | +0.73% | Add |
| 32 | AAPL | Apple Inc | -0.1% | +6.84% | Add |
| 33 | JNJ | Johnson & Johnson | -0.2% | +2.41% | Add |
| 34 | CLH | Clean Harbors Inc | -0.3% | -4.31% | Trim |
| 35 | FANG | Diamondback Energy Inc | -0.7% | -86.95% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.8% | -85.51% | Trim |
| 37 | NOBL | Proshares S&p 500 Dividend A | -1% | -6.85% | Trim |
| 38 | UPS | United Parcel Service-cl B | -6.5% | -5.88% | Trim |
| 39 | P | Everpure Inc-a | — | NEW | New buy |
| 40 | TSN | Tyson Foods Inc-cl A | — | EXIT | Sold out |
| 41 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 42 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 43 | XYZ | Block Inc | — | NEW | New buy |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 45 | VFLO | Victoryshares Free Cash Flow | — | NEW | New buy |
| 46 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 47 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 48 | FISV | Fiserv Inc | — | NEW | New buy |
| 49 | UL | Unilever PLC | — | NEW | New buy |
| 50 | C | Citigroup Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 280 disclosed positions in Q3 2025.
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 UPS, AAPL, MSFT) accounted for 18.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
P
市值: $7.6M
Top Position Liquidated / Trimmed
TSN
前期市值: $7.2M
During Q3 2025, Spirepoint Private Client, LLC's top holdings by market value included UPS (9.0%)、AAPL (4.1%)、MSFT (4.0%). The largest single position, UPS, represented 9.0% of total portfolio value.
In Q3 2025, Spirepoint Private Client, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 31 positions, trimming 7 holdings, and fully liquidating 2 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.