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CIK: 0002022908
Total reported value
$1.2B
$1.2B
313 檔
21.6%
At the close of Q4 2025, Spirepoint Private Client, LLC disclosed equity holdings valued at approximately $1.2B, spread across 313 reported holdings.
In Q4 2025, Spirepoint Private Client, LLC displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 9.73% | -0.68% | -0.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.42% | -0.14% | +10.51% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.22% | +0.46% | +319.39% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.10% | +7.07% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.48% | -0.90% | +2.04% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.07% | +0.47% | +1.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | +0.83% | +5.20% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | +0.44% | +3.94% | |
| 9 | CLH | Clean Harbors Inc | Stock-Industrials | 2.37% | -0.33% | +1.37% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.30% | +3.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | +0.30% | +12.61% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.95% | +0.22% | +12.45% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.70% | +0.39% | +120.30% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-Other | 1.68% | -0.25% | +14.48% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.60% | -0.08% | +149.78% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.44% | -0.32% | +7.01% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.31% | -0.37% | +9.24% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.01% | +8.62% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.24% | -0.39% | +29.17% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.24% | +10.09% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.53% | +8.96% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.17% | +1.30% | +10.24% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.11% | +9.64% | |
| 24 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.10% | +0.23% | +5.27% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.28% | +10.88% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | -0.47% | +10.71% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.45% | +11.06% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 1.02% | +0.25% | +15.35% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | -0.05% | -10.46% | |
| 30 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.92% | -0.42% | +7.74% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.05% | +13.21% | |
| 32 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.90% | -0.24% | +16.44% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.86% | -0.61% | +9.30% | |
| 34 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.81% | -0.01% | -40.82% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.14% | +13.30% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.08% | +12.85% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.78% | -0.05% | -3.70% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.09% | +5.87% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.01% | +0.09% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.19% | +2.34% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.79% | +10.91% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.09% | -44.04% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.07% | +16.65% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.09% | +27.01% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.03% | +14.76% | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.60% | -0.03% | -6.10% | |
| 47 | P | Everpure Inc-a | Stock-Tech | 0.58% | +0.07% | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.01% | +123.03% | |
| 49 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.54% | -0.45% | +14.63% | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.49% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.1% | +319.39% | Add |
| 2 | UPS | United Parcel Service-cl B | +0.7% | -0.31% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.6% | +12.45% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +5.20% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +10.51% | Add |
| 6 | IWF | Ishares Russell 1000 Growth | +0.3% | +123.03% | Add |
| 7 | BND | Vanguard Total Bond Market | +0.2% | +29.17% | Add |
| 8 | IWD | Ishares Russell 1000 Value E | +0.2% | +578.73% | Add |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +149.78% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +14.76% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +12.61% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +16.44% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +10.91% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +3.47% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +10.88% | Add |
| 16 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +27.01% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +186.89% | Add |
| 18 | AMLP | Alerian Mlp ETF | +0.1% | +14.48% | Add |
| 19 | TJX | Tjx Companies Inc | +0.1% | +10.09% | Add |
| 20 | C | Citigroup Inc | +0.1% | +34.13% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +8.96% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +7.01% | Add |
| 23 | XLK | Ss Technology Select Sector | 0% | +120.30% | Add |
| 24 | GD | General Dynamics CORP | 0% | +15.35% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +13.21% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | +8.62% | Add |
| 27 | MA | Mastercard Inc - A | 0% | +12.85% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | +9.24% | Add |
| 29 | ABBV | Abbvie Inc | — | +10.71% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.64% | Add |
| 31 | CVX | Chevron CORP | 0% | +11.06% | Add |
| 32 | FISV | Fiserv Inc | -0.1% | +0.04% | Add |
| 33 | AVGO | Broadcom Inc | -0.1% | +1.32% | Add |
| 34 | FTNT | Fortinet Inc | -0.1% | -12.92% | Trim |
| 35 | ORLY | O'reilly Automotive Inc | -0.2% | — | Unchanged |
| 36 | NVDA | Nvidia CORP | -0.2% | +3.94% | Add |
| 37 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -6.10% | Trim |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -10.46% | Trim |
| 39 | P | Everpure Inc-a | -0.2% | — | Unchanged |
| 40 | RIVN | Rivian Automotive Inc-a | -0.3% | -40.82% | Trim |
| 41 | CARR | Carrier Global CORP | -0.4% | -88.99% | Trim |
| 42 | AXON | Axon Enterprise Inc | -0.4% | +5.27% | Add |
| 43 | INGR | Ingredion Inc | -0.4% | -93.43% | Trim |
| 44 | HD | Home Depot Inc | -0.7% | -68.54% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.8% | -44.04% | Trim |
| 46 | CI | THE Cigna Group | -0.8% | -95.90% | Trim |
| 47 | SFM | Sprouts Farmers Market Inc | — | EXIT | Sold out |
| 48 | VLTO | Veralto CORP | — | EXIT | Sold out |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | UL | Unilever PLC | — | EXIT | Sold out |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 313 disclosed positions in Q4 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, VOO) accounted for 21.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $1.7M
Top Position Liquidated / Trimmed
SFM
前期市值: $4.3M
During Q4 2025, Spirepoint Private Client, LLC's top holdings by market value included UPS (9.7%)、AAPL (4.4%)、VOO (4.2%). The largest single position, UPS, represented 9.7% of total portfolio value.
In Q4 2025, Spirepoint Private Client, LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 10 holdings, and fully liquidating 3 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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