SPIREPOINT PRIVATE CLIENT, LLC — 13F Holdings & Portfolio
CIK 2022908 · latest 13F-HR filed 2026-04-22
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.
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AUM
$1.05B
Long-equity book
Holdings
322
Distinct positions
Period
2026-03-31
Filed 2026-04-22
Q/Q Activity
+30 / −21 / ↑99 / ↓112
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$5.7M +162.2%
- EXXON MOBIL CORP$5.6M +45.5%
- CLEAN HARBORS INC$5.6M +22.5%
- DUKE ENERGY CORP NEW$5.5M +2648.2%
- KLA CORP$5.2M +2004.4%
Top Trims
- SELECT SECTOR SPDR TR-$13.3M -79.5%
- VANGUARD INDEX FDS-$12.4M -28.1%
- MICROSOFT CORP-$7.9M -20.6%
- LOCKHEED MARTIN CORP-$6.9M -85.3%
- PALANTIR TECHNOLOGIES INC-$6.1M -16.9%
New Positions
- MADISON SQUARE GARDEN ENTMT$4.8M
- ARES MANAGEMENT CORPORATION$4.0M
- SOFI TECHNOLOGIES INC$3.2M
- MIAMI INTL HLDGS INC$2.7M
- BNY MELLON ETF TRUST$1.3M
Exited Positions
- FORTINET INC$4.1M
- DXP ENTERPRISES INC$432.2K
- STRIDE INC$410.7K
- WORKDAY INC$306.1K
- PIPER SANDLER COMPANIES$304.9K
All Holdings
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 | $101.0M | 9.60% | 1,026,359 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $43.7M | 4.16% | 172,126 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $31.7M | 3.02% | 53,120 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $31.4M | 2.99% | 101,558 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $30.5M | 2.90% | 82,374 | SH |
| 6 | CLEAN HARBORS INC | CLH | 184496107 | $30.4M | 2.89% | 106,046 | SH |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $30.2M | 2.87% | 206,589 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $27.9M | 2.66% | 97,182 | SH |
| 9 | JOHNSON & JOHNSON | JNJ | 478160104 | $26.7M | 2.54% | 109,419 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $26.0M | 2.48% | 149,346 | SH |
| 11 | ALPS ETF TR | AMLP | 00162Q452 | $22.4M | 2.13% | 424,860 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $21.1M | 2.01% | 101,239 | SH |
| 13 | ELI LILLY & CO | LLY | 532457108 | $18.3M | 1.74% | 19,906 | SH |
| 14 | NEXTERA ENERGY INC | NEE | 65339F101 | $18.1M | 1.72% | 194,786 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $18.0M | 1.71% | 106,087 | SH |
| 16 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $17.4M | 1.66% | 131,150 | SH |
| 17 | CHEVRON CORPORATION | CVX | 166764100 | $16.1M | 1.53% | 77,674 | SH |
| 18 | VANGUARD BD INDEX FDS | BND | 921937835 | $15.1M | 1.44% | 205,373 | SH |
| 19 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $14.3M | 1.36% | 66,284 | SH |
| 20 | TJX COS INC NEW | TJX | 872540109 | $13.6M | 1.30% | 85,442 | SH |
| 21 | WALMART INC | WMT | 931142103 | $13.5M | 1.28% | 108,286 | SH |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $12.7M | 1.20% | 26,425 | SH |
| 23 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $11.9M | 1.13% | 17,490 | SH |
| 24 | VISA INC | V | 92826C839 | $11.7M | 1.11% | 38,737 | SH |
| 25 | GENERAL DYNAMICS CORP | GD | 369550108 | $11.6M | 1.11% | 33,863 | SH |
| 26 | PALO ALTO NETWORKS INC | PANW | 697435105 | $11.5M | 1.09% | 71,515 | SH |
| 27 | GILEAD SCIENCES INC | GILD | 375558103 | $11.2M | 1.07% | 80,399 | SH |
| 28 | ABBVIE INC | ABBV | 00287Y109 | $10.8M | 1.02% | 49,453 | SH |
| 29 | SOUTHERN CO | SO | 842587107 | $10.1M | 0.96% | 104,493 | SH |
| 30 | VANGUARD MUN BD FDS | VTEB | 922907746 | $9.9M | 0.94% | 197,971 | SH |
| 31 | AXON ENTERPRISE INC | AXON | 05464C101 | $9.8M | 0.94% | 23,179 | SH |
| 32 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $9.5M | 0.90% | 19,325 | SH |
| 33 | LAM RESEARCH CORP | LRCX | 512807306 | $9.3M | 0.88% | 43,313 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.6M | 0.82% | 29,193 | SH |
| 35 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $8.3M | 0.79% | 8,309 | SH |
| 36 | MASTERCARD INCORPORATED | MA | 57636Q104 | $7.9M | 0.75% | 15,729 | SH |
| 37 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $7.7M | 0.74% | 136,432 | SH |
| 38 | INVESCO QQQ TR | QQQ | 46090E103 | $7.5M | 0.72% | 13,030 | SH |
| 39 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $7.4M | 0.71% | 8,799 | SH |
| 40 | PROCTER & GAMBLE CO | PG | 742718109 | $7.4M | 0.70% | 50,980 | SH |
| 41 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.2M | 0.68% | 99,807 | SH |
| 42 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $6.6M | 0.63% | 105,697 | SH |
| 43 | RIVIAN AUTOMOTIVE INC | RIVN | 76954A103 | $6.5M | 0.62% | 431,960 | SH |
| 44 | ALPHABET INC | GOOG | 02079K107 | $6.1M | 0.58% | 21,236 | SH |
| 45 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $5.7M | 0.55% | 43,788 | SH |
| 46 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $5.6M | 0.53% | 20,366 | SH |
| 47 | KLA CORP | KLAC | 482480100 | $5.4M | 0.52% | 3,699 | SH |
| 48 | ISHARES TR | IWF | 464287614 | $5.4M | 0.51% | 12,563 | SH |
| 49 | EVERPURE INC | P | 74624M102 | $5.3M | 0.51% | 90,440 | SH |
| 50 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $5.3M | 0.50% | 24,247 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $1.05B | 322 | 0002022908-26-000002 |
| 2025-12-31 | 2026-01-22 | $1.05B | 313 | 0002022908-26-000001 |