§ 13F · FUND PROFILE
ArchPoint Investors.
AUM · $473M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 337K | $120M | 25.4% | ±0% |
| 2 | AMZN | AMAZON COM INC | 138K | $33M | 7.0% | ±0% |
| 3 | CW | CURTISS WRIGHT CORP | 34K | $25M | 5.4% | −1% |
| 4 | VTI | VANGUARD INDEX FDS | 66K | $24M | 5.1% | ±0% |
| 5 | VOOG | VANGUARD ADMIRAL FDS INC | 272K | $23M | 4.8% | +500% |
| 6 | VOO | VANGUARD INDEX FDS | 30K | $21M | 4.4% | +25% |
| 7 | CSCO | CISCO SYS INC | 129K | $15M | 3.2% | −1% |
| 8 | IRDM | IRIDIUM COMMUNICATIONS INC | 231K | $13M | 2.7% | +17% |
| 9 | IEFA | ISHARES TR | 118K | $11M | 2.4% | ±0% |
| 10 | LZB | LA Z BOY INC | 278K | $11M | 2.4% | −21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARCHPOINT SIGNAL
AC read
ArchPoint Investors is a Other fund managing $473 million in assets. The fund runs a portfolio of 80 positions.
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