§ 13F · FUND PROFILE
SPIREPOINT PRIVATE CLIENT, LLC.
AUM · $1.2B (13F)Positions · 332Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SVCS INC | 1.02M | $110M | 8.9% | ±0% |
| 2 | AAPL | APPLE INC | 172K | $50M | 4.0% | ±0% |
| 3 | GOOGL | ALPHABET INC | 121K | $43M | 3.5% | +24% |
| 4 | VOO | VANGUARD INDEX FDS | 63K | $43M | 3.5% | +18% |
| 5 | AVGO | BROADCOM INC | 113K | $43M | 3.5% | +11% |
| 6 | NVDA | NVIDIA CORPORATION | 180K | $36M | 2.9% | +21% |
| 7 | MSFT | MICROSOFT CORP | 93K | $35M | 2.8% | +12% |
| 8 | CLH | CLEAN HARBORS INC | 106K | $32M | 2.6% | ±0% |
| 9 | PANW | PALO ALTO NETWORKS INC | 86K | $29M | 2.4% | +21% |
| 10 | AMZN | AMAZON COM INC | 119K | $28M | 2.3% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPIREPOINT SIGNAL
AC read
SPIREPOINT PRIVATE CLIENT, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 332 positions.
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