Spirepoint Private Client, Llc Portfolio Stock Holdings
Spirepoint Private Client, Llc disclosed 332 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include UNITED PARCEL SVCS INC, APPLE INC, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 332
- Portfolio Value
- $1.2B
Holdings by Sector
Spirepoint Private Client, Llc Portfolio Holdings in Q2 2026
320 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITED PARCEL SVCS INC | UPS | Industrials | 8.92% | 1,023,838 | -2,521 | -0.25% | $110,062,585 |
| APPLE INC | AAPL | Technology | 4.02% | 171,652 | -474 | -0.28% | $49,669,178 |
| ALPHABET INC | GOOGL | Communication Services | 3.49% | 120,542 | +23,360 | +24.04% | $43,078,055 |
| VANGUARD INDEX FDS | VOO | Other | 3.48% | 62,537 | +9,417 | +17.73% | $42,951,346 |
| BROADCOM INC | AVGO | Technology | 3.46% | 113,135 | +11,577 | +11.40% | $42,736,906 |
| NVIDIA CORPORATION | NVDA | Technology | 2.92% | 180,362 | +31,016 | +20.77% | $36,088,553 |
| MICROSOFT CORP | MSFT | Technology | 2.80% | 92,515 | +10,141 | +12.31% | $34,509,933 |
| CLEAN HARBORS INC | CLH | Industrials | 2.56% | 105,838 | -208 | -0.20% | $31,619,103 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.39% | 86,429 | +14,914 | +20.85% | $29,474,034 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.31% | 119,451 | +18,212 | +17.99% | $28,469,951 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.24% | 108,989 | -430 | -0.39% | $27,679,896 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.05% | 132,688 | +1,538 | +1.17% | $25,279,706 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.97% | 208,372 | +1,783 | +0.86% | $24,310,722 |
| ELI LILLY & CO | LLY | Healthcare | 1.96% | 20,170 | +264 | +1.33% | $24,192,704 |
| ALPS ETF TR | AMLP | Other | 1.88% | 448,645 | +23,785 | +5.60% | $23,262,247 |
| LAM RESEARCH CORP | LRCX | Other | 1.59% | 45,202 | +1,889 | +4.36% | $19,587,509 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.40% | 196,687 | +1,901 | +0.98% | $17,263,208 |
| ISHARES TR | SOXX | Other | 1.37% | 26,384 | +26,384 | +100.00% | $16,905,888 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.36% | 47,251 | +13,388 | +39.54% | $16,738,303 |
| EXXON MOBIL CORP | XOM | Energy | 1.18% | 106,263 | +176 | +0.17% | $14,528,343 |
| AXON ENTERPRISE INC | AXON | Industrials | 1.17% | 25,790 | +2,611 | +11.26% | $14,458,131 |
| ARISTA NETWORKS INC | ANET | Other | 1.16% | 84,426 | +66,141 | +361.72% | $14,342,289 |
| VISA INC | V | Financial Services | 1.10% | 39,487 | +750 | +1.94% | $13,547,540 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.09% | 26,939 | +514 | +1.95% | $13,480,006 |
| CHEVRON CORPORATION | CVX | Energy | 1.08% | 80,352 | +2,678 | +3.45% | $13,319,144 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.06% | 86,256 | +814 | +0.95% | $13,067,859 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.06% | 27,324 | +22,898 | +517.35% | $13,049,123 |
| VANGUARD BD INDEX FDS | BND | Other | 1.05% | 177,309 | -28,064 | -13.66% | $13,016,260 |
| WALMART INC | WMT | Consumer Defensive | 1.00% | 108,989 | +703 | +0.65% | $12,344,079 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.99% | 51,631 | -14,653 | -22.11% | $12,217,037 |
| KLA CORP | KLAC | Technology | 0.97% | 39,513 | +35,814 | +968.21% | $11,921,459 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.89% | 216,474 | +18,503 | +9.35% | $10,949,255 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.83% | 81,278 | +879 | +1.09% | $10,268,663 |
| SOUTHERN CO | SO | Utilities | 0.82% | 105,995 | +1,502 | +1.44% | $10,144,744 |
| INVESCO QQQ TR | QQQ | Other | 0.81% | 13,627 | +597 | +4.58% | $10,034,710 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.77% | 28,920 | -273 | -0.94% | $9,466,473 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.72% | 17,522 | +32 | +0.18% | $8,923,987 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.72% | 8,784 | -15 | -0.17% | $8,883,874 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.67% | 16,213 | +484 | +3.08% | $8,326,994 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.65% | 141,906 | +5,474 | +4.01% | $8,014,840 |
| CHUBB LIMITED | CB | Financial Services | 0.62% | 22,473 | +21,266 | +1761.89% | $7,657,450 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.61% | 104,759 | +4,952 | +4.96% | $7,559,433 |
| ALPHABET INC | GOOG | Communication Services | 0.61% | 21,331 | +95 | +0.45% | $7,536,896 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 0.61% | 432,450 | +490 | +0.11% | $7,503,008 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.61% | 51,095 | +115 | +0.23% | $7,492,558 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.60% | 7,907 | -402 | -4.84% | $7,396,761 |
| MADISON SQUARE GARDEN ENTMT | MSGE | Consumer Cyclical | 0.59% | 89,994 | +7,841 | +9.54% | $7,279,615 |
| EVERPURE INC | PSTG | Technology | 0.58% | 90,484 | +44 | +0.05% | $7,129,234 |
| ABBVIE INC | ABBV | Healthcare | 0.55% | 26,767 | -22,686 | -45.87% | $6,735,734 |
| SERVICENOW INC | NOW | Technology | 0.53% | 65,325 | +65,325 | +100.00% | $6,485,466 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.50% | 49,227 | +5,439 | +12.42% | $6,231,181 |
| ISHARES TR | IWF | Other | 0.50% | 50,168 | +37,605 | +299.33% | $6,229,364 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.50% | 19,515 | -851 | -4.18% | $6,196,628 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.42% | 56,471 | -34 | -0.06% | $5,200,414 |
| META PLATFORMS INC | META | Communication Services | 0.39% | 8,536 | +3,312 | +63.40% | $4,808,437 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 0.38% | 59,217 | +1,116 | +1.92% | $4,642,636 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.34% | 5,546 | +437 | +8.55% | $4,141,586 |
| VANGUARD WORLD FD | MGK | Other | 0.32% | 45,492 | +36,460 | +403.68% | $3,999,237 |
| BLOCK INC | SQ | Technology | 0.32% | 52,531 | - | - | $3,992,356 |
| ISHARES TR | IVW | Other | 0.31% | 27,829 | - | - | $3,827,334 |
| VICTORY PORTFOLIOS II | VFLO | Other | 0.31% | 83,621 | -498 | -0.59% | $3,825,672 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.28% | 65,483 | +562 | +0.87% | $3,477,797 |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | Industrials | 0.28% | 68,509 | +17,968 | +35.55% | $3,415,859 |
| COLUMBIA ETF TR I | RECS | Other | 0.26% | 75,425 | +1,861 | +2.53% | $3,264,400 |
| EMERSON ELEC CO | EMR | Industrials | 0.26% | 22,175 | +40 | +0.18% | $3,174,351 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.25% | 68,373 | -6,384 | -8.54% | $3,100,042 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.24% | 21,708 | +21,708 | +100.00% | $2,931,231 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.24% | 85,452 | - | - | $2,905,368 |
| CITIGROUP INC | C | Financial Services | 0.23% | 20,316 | -531 | -2.55% | $2,843,455 |
| ISHARES TR | IJH | Other | 0.23% | 36,677 | +552 | +1.53% | $2,828,152 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 22,968 | +40 | +0.17% | $2,697,821 |
| BLACKROCK INC | BLK | Other | 0.22% | 2,799 | -14 | -0.50% | $2,691,406 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.22% | 7,567 | -282 | -3.59% | $2,668,730 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.21% | 87,370 | +220 | +0.25% | $2,635,953 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.21% | 3,140 | +94 | +3.09% | $2,635,590 |
| ISHARES TR | IWD | Other | 0.21% | 10,595 | - | - | $2,568,546 |
| VICTORIAS SECRET AND CO | VSCO | Consumer Cyclical | 0.19% | 28,799 | - | - | $2,404,141 |
| CATERPILLAR INC | CAT | Industrials | 0.19% | 2,152 | +15 | +0.70% | $2,291,665 |
| ISHARES TR | DGRO | Other | 0.18% | 29,695 | +783 | +2.71% | $2,250,553 |
| ISHARES TR | IVV | Other | 0.18% | 2,958 | -553 | -15.75% | $2,215,477 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.18% | 8,080 | - | - | $2,185,398 |
| SPDR SERIES TRUST | SPLG | Other | 0.18% | 24,611 | +499 | +2.07% | $2,162,808 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.16% | 1,730 | -590 | -25.43% | $1,996,922 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 11,013 | -334 | -2.94% | $1,992,440 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.16% | 3,940 | - | - | $1,950,615 |
| ISHARES TR | IJR | Other | 0.15% | 12,864 | +271 | +2.15% | $1,907,857 |
| AMGEN INC | AMGN | Healthcare | 0.15% | 5,266 | -337 | -6.01% | $1,906,924 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.15% | 5,395 | +10 | +0.19% | $1,824,859 |
| BANK OF AMER CORP | BAC | Financial Services | 0.15% | 31,557 | +232 | +0.74% | $1,798,125 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.14% | 13,904 | +355 | +2.62% | $1,777,008 |
| EATON CORP PLC | ETN | Other | 0.14% | 4,101 | +16 | +0.39% | $1,747,518 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.14% | 1,749 | -13 | -0.74% | $1,687,785 |
| CELESTICA INC | CLS | Technology | 0.14% | 4,577 | +168 | +3.81% | $1,669,690 |
| PROSHARES TR | NOBL | Other | 0.13% | 28,876 | +13,826 | +91.87% | $1,621,692 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.13% | 82,060 | +800 | +0.98% | $1,548,472 |
| LINDE PLC | LIN | Other | 0.12% | 2,967 | -457 | -13.35% | $1,539,695 |
| SEMPRA | SRE | Utilities | 0.12% | 16,391 | -1,722 | -9.51% | $1,519,610 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 3,576 | -170 | -4.54% | $1,504,066 |
| ORACLE CORP | ORCL | Technology | 0.12% | 10,092 | -614 | -5.74% | $1,479,033 |
| NIKE INC | NKE | Consumer Cyclical | 0.12% | 35,967 | -15 | -0.04% | $1,476,445 |