SPIREPOINT PRIVATE CLIENT, LLC — 13F Holdings & Portfolio
CIK 2022908 · latest 13F-HR filed 2026-08-05
SPIREPOINT PRIVATE CLIENT, LLC manages $1.23B in 13F-reported U.S. long-equity assets across 332 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UPS (8.92%), AAPL (4.02%), GOOGL (3.49%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions, exited 17, added to 183, and trimmed 65.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
VERO BEACH, FL 32963
$1.23B
Long-equity book
332
Distinct positions
2026-06-30
Filed 2026-08-05
+27 / −17 / ↑183 / ↓65
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$18.0M +157.1%
- ALPHABET INC$15.1M +54.1%
- ARISTA NETWORKS INC$12.1M +538.8%
- TAIWAN SEMICONDUCTOR MANUFAC$11.6M +772.4%
- BROADCOM INC$11.3M +36.0%
Top Trims
- THERMO FISHER SCIENTIFIC INC-$8.1M -85.5%
- BOSTON SCIENTIFIC CORP-$6.3M -95.7%
- PALANTIR TECHNOLOGIES INC-$5.9M -19.6%
- GALLAGHER ARTHUR J & CO-$4.6M -87.2%
- ABBVIE INC-$4.0M -37.4%
New Positions
- ISHARES TR$16.9M
- SERVICENOW INC$6.5M
- ALBEMARLE CORP$2.9M
- HONEYWELL INTL INC$561.1K
- HONEYWELL AEROSPACE INC$554.0K
Exited Positions
- ARES MANAGEMENT CORPORATION$4.0M
- SOFI TECHNOLOGIES INC$3.2M
- HONEYWELL INTL INC$1.1M
- S&P GLOBAL INC$621.5K
- LYFT INC$445.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | UNITED PARCEL SVCS INC | UPS | 911312106 | $110.1M | 8.92% | 1,023,838 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $49.7M | 4.02% | 171,652 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $43.1M | 3.49% | 120,542 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $43.0M | 3.48% | 62,537 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $42.7M | 3.46% | 113,135 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $36.1M | 2.92% | 180,362 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $34.5M | 2.80% | 92,515 | SH |
| 8 | CLEAN HARBORS INC | CLH | 184496107 | $31.6M | 2.56% | 105,838 | SH |
| 9 | PALO ALTO NETWORKS INC | PANW | 697435105 | $29.5M | 2.39% | 86,429 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $28.5M | 2.31% | 119,451 | SH |
| 11 | JOHNSON & JOHNSON | JNJ | 478160104 | $27.7M | 2.24% | 108,989 | SH |
| 12 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $25.3M | 2.05% | 132,688 | SH |
| 13 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $24.3M | 1.97% | 208,372 | SH |
| 14 | ELI LILLY & CO | LLY | 532457108 | $24.2M | 1.96% | 20,170 | SH |
| 15 | ALPS ETF TR | AMLP | 00162Q452 | $23.3M | 1.88% | 448,645 | SH |
| 16 | LAM RESEARCH CORP | LRCX | 512807306 | $19.6M | 1.59% | 45,202 | SH |
| 17 | NEXTERA ENERGY INC | NEE | 65339F101 | $17.3M | 1.40% | 196,687 | SH |
| 18 | ISHARES TR | SOXX | 464287523 | $16.9M | 1.37% | 26,384 | SH |
| 19 | GENERAL DYNAMICS CORP | GD | 369550108 | $16.7M | 1.36% | 47,251 | SH |
| 20 | EXXON MOBIL CORP | XOM | 30231G102 | $14.5M | 1.18% | 106,263 | SH |
| 21 | AXON ENTERPRISE INC | AXON | 05464C101 | $14.5M | 1.17% | 25,790 | SH |
| 22 | ARISTA NETWORKS INC | ANET | 040413205 | $14.3M | 1.16% | 84,426 | SH |
| 23 | VISA INC | V | 92826C839 | $13.5M | 1.10% | 39,487 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $13.5M | 1.09% | 26,939 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $13.3M | 1.08% | 80,352 | SH |
| 26 | TJX COS INC NEW | TJX | 872540109 | $13.1M | 1.06% | 86,256 | SH |
| 27 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $13.0M | 1.06% | 27,324 | SH |
| 28 | VANGUARD BD INDEX FDS | BND | 921937835 | $13.0M | 1.05% | 177,309 | SH |
| 29 | WALMART INC | WMT | 931142103 | $12.3M | 1.00% | 108,989 | SH |
| 30 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $12.2M | 0.99% | 51,631 | SH |
| 31 | KLA CORP | KLAC | 482480100 | $11.9M | 0.97% | 39,513 | SH |
| 32 | VANGUARD MUN BD FDS | VTEB | 922907746 | $10.9M | 0.89% | 216,474 | SH |
| 33 | GILEAD SCIENCES INC | GILD | 375558103 | $10.3M | 0.83% | 81,278 | SH |
| 34 | SOUTHERN CO | SO | 842587107 | $10.1M | 0.82% | 105,995 | SH |
| 35 | INVESCO QQQ TR | QQQ | 46090E103 | $10.0M | 0.81% | 13,627 | SH |
| 36 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.5M | 0.77% | 28,920 | SH |
| 37 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $8.9M | 0.72% | 17,522 | SH |
| 38 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $8.9M | 0.72% | 8,784 | SH |
| 39 | MASTERCARD INCORPORATED | MA | 57636Q104 | $8.3M | 0.67% | 16,213 | SH |
| 40 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $8.0M | 0.65% | 141,906 | SH |
| 41 | CHUBB LIMITED | CB | H1467J104 | $7.7M | 0.62% | 22,473 | SH |
| 42 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.6M | 0.61% | 104,759 | SH |
| 43 | ALPHABET INC | GOOG | 02079K107 | $7.5M | 0.61% | 21,331 | SH |
| 44 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $7.5M | 0.61% | 432,450 | SH |
| 45 | PROCTER & GAMBLE CO | PG | 742718109 | $7.5M | 0.61% | 51,095 | SH |
| 46 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $7.4M | 0.60% | 7,907 | SH |
| 47 | MADISON SQUARE GARDEN ENTMT | MSGE | 558256103 | $7.3M | 0.59% | 89,994 | SH |
| 48 | EVERPURE INC | P | 74624M102 | $7.1M | 0.58% | 90,484 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $6.7M | 0.55% | 26,767 | SH |
| 50 | SERVICENOW INC | NOW | 81762P102 | $6.5M | 0.53% | 65,325 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $1.23B | 332 | 0002022908-26-000003 |
| 2026-03-31 | 2026-04-22 | $1.05B | 322 | 0002022908-26-000002 |
| 2025-12-31 | 2026-01-22 | $1.05B | 313 | 0002022908-26-000001 |