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CIK: 0002022908
Total reported value
$1.2B
$1.2B
322 檔
19.3%
During the Q1 2026 filing period, Spirepoint Private Client, LLC (CIK: 0002022908) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 322 reported positions.
In Q1 2026, Spirepoint Private Client, LLC displayed an active expansion posture, initiating 30 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 9.60% | -0.68% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.14% | +1.23% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | +0.46% | -24.49% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.99% | +0.47% | +9.31% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.10% | +3.80% | |
| 6 | CLH | Clean Harbors Inc | Stock-Industrials | 2.89% | -0.33% | +0.18% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.87% | -0.90% | +0.97% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.66% | +0.83% | +2.78% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.54% | -0.30% | +2.32% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.44% | +1.54% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-Other | 2.13% | -0.25% | +13.78% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.30% | +6.41% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.22% | +5.04% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.72% | -0.32% | +4.03% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.71% | -0.53% | +3.21% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | +0.39% | +6.44% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.53% | -0.45% | +8.62% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | -0.39% | +17.64% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.36% | -0.37% | +6.05% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.30% | -0.24% | +3.38% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.28% | +5.31% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.11% | +9.13% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.13% | -0.42% | +3.69% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | -0.01% | +4.67% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | +0.25% | +7.21% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +1.30% | +7.17% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | -0.24% | +5.31% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | -0.47% | +3.21% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.96% | -0.14% | +7.03% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | -0.05% | +3.28% | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.94% | +0.23% | +14.21% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.90% | -0.79% | +50.49% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.88% | +0.71% | +110.06% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.05% | -1.25% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.19% | -4.43% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.08% | +8.04% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | -0.09% | +10.76% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.09% | -0.01% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.01% | +0.13% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.09% | +0.42% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.07% | +14.34% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.63% | -0.61% | +12.34% | |
| 43 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.62% | -0.01% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.03% | +4.53% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.55% | -0.05% | +2360.00% | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.53% | -0.03% | -8.97% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.52% | +0.45% | +1636.62% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.01% | — | |
| 49 | P | Everpure Inc-a | Stock-Tech | 0.51% | +0.07% | — | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.50% | -0.45% | +10.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.5% | +110.06% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +3.21% | Add |
| 3 | DUK | Duke Energy CORP | +0.5% | +2360.00% | Add |
| 4 | CLH | Clean Harbors Inc | +0.5% | +0.18% | Add |
| 5 | KLAC | Kla CORP | +0.5% | +1636.62% | Add |
| 6 | CVX | Chevron CORP | +0.5% | +8.62% | Add |
| 7 | AMLP | Alerian Mlp ETF | +0.5% | +13.78% | Add |
| 8 | JNJ | Johnson & Johnson | +0.4% | +2.32% | Add |
| 9 | KTOS | Kratos Defense & Security | +0.3% | +1172.43% | Add |
| 10 | NEE | Nextera Energy Inc | +0.3% | +4.03% | Add |
| 11 | NOC | Northrop Grumman CORP | +0.2% | +3.69% | Add |
| 12 | BND | Vanguard Total Bond Market | +0.2% | +17.64% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.2% | +50.49% | Add |
| 14 | WMT | Walmart Inc | +0.2% | +5.31% | Add |
| 15 | GILD | Gilead Sciences Inc | +0.2% | +5.31% | Add |
| 16 | SO | Southern Co/the | +0.2% | +7.03% | Add |
| 17 | XLE | Ss Energy Select Sector | +0.1% | -0.16% | Trim |
| 18 | GD | General Dynamics CORP | +0.1% | +7.21% | Add |
| 19 | TJX | Tjx Companies Inc | +0.1% | +3.38% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +50.16% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | -4.43% | Trim |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +10.76% | Add |
| 23 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +6.05% | Add |
| 24 | PARR | Par Pacific Holdings Inc | +0.1% | +65.61% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.13% | Add |
| 26 | RSP | Invesco S&p 500 Equal Weight | 0% | +160.05% | Add |
| 27 | STRL | Sterling Infrastructure Inc | 0% | +12.19% | Add |
| 28 | MOD | Modine Manufacturing Co | 0% | -0.39% | Trim |
| 29 | BWXT | Bwx Technologies Inc | 0% | +28.02% | Add |
| 30 | FIX | Comfort Systems USA Inc | 0% | -0.49% | Trim |
| 31 | CAT | Caterpillar Inc | 0% | -0.19% | Trim |
| 32 | AGX | Argan Inc | 0% | -0.65% | Trim |
| 33 | MU | Micron Technology Inc | 0% | +25.75% | Add |
| 34 | PM | Philip Morris International | 0% | +11.27% | Add |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +3.28% | Add |
| 36 | VB | Vanguard Small-cap ETF | 0% | +34.31% | Add |
| 37 | AR | Antero Resources CORP | 0% | — | Unchanged |
| 38 | PHYS | Sprott Physical Gold Trust | 0% | +0.33% | Add |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | 0% | +57.17% | Add |
| 40 | STX | Seagate Technology Holdings plc | 0% | +1.15% | Add |
| 41 | VBR | Vanguard Small-cap Value ETF | 0% | +34.48% | Add |
| 42 | HD | Home Depot Inc | 0% | +13.39% | Add |
| 43 | LIN | Linde plc | 0% | -2.70% | Trim |
| 44 | MRK | Merck & Co. Inc. | 0% | +1.58% | Add |
| 45 | LNG | Cheniere Energy Inc | 0% | +0.34% | Add |
| 46 | AMAT | Applied Materials Inc | 0% | +4.92% | Add |
| 47 | ETN | Eaton Corporation plc | 0% | +0.25% | Add |
| 48 | VFLO | Victoryshares Free Cash Flow | 0% | +4.71% | Add |
| 49 | BURL | Burlington Stores Inc | 0% | +32.19% | Add |
| 50 | SRE | Sempra | 0% | -0.70% | Trim |
According to official SEC Form 13F filings, Spirepoint Private Client, LLC reported a total U.S. public equity portfolio value of $1.2B across 322 disclosed positions in Q1 2026.
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 19.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
MSGE
市值: $4.8M
Top Position Liquidated / Trimmed
FTNT
前期市值: $4.1M
During Q1 2026, Spirepoint Private Client, LLC's top holdings by market value included UPS (9.6%)、AAPL (4.2%)、VOO (3.0%). The largest single position, UPS, represented 9.6% of total portfolio value.
In Q1 2026, Spirepoint Private Client, LLC made 191 total portfolio adjustments, initiating 30 new buys, adding to 86 positions, trimming 54 holdings, and fully liquidating 21 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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