Spirepoint Private Client, Llc Portfolio Stock Holdings

Spirepoint Private Client, Llc disclosed 322 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include UNITED PARCEL SVCS INC, APPLE INC, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.

Report Period
March 31, 2026
No. of Stocks
322
Portfolio Value
$1.1B
Holdings by Sector
Spirepoint Private Client, Llc Portfolio Holdings in Q1 2026

312 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
UNITED PARCEL SVCS INCUPSIndustrials9.60%1,026,359--$100,973,218
APPLE INCAAPLTechnology4.16%172,126+2,095+1.23%$43,683,819
VANGUARD INDEX FDSVOOOther3.02%53,120-17,232-24.49%$31,742,010
BROADCOM INCAVGOTechnology2.99%101,558+8,650+9.31%$31,433,197
MICROSOFT CORPMSFTTechnology2.90%82,374+3,012+3.80%$30,492,317
CLEAN HARBORS INCCLHIndustrials2.89%106,046+194+0.18%$30,406,570
PALANTIR TECHNOLOGIES INCPLTRTechnology2.87%206,589+1,989+0.97%$30,219,790
ALPHABET INCGOOGLCommunication Services2.66%97,182+2,633+2.78%$27,945,781
JOHNSON & JOHNSONJNJHealthcare2.54%109,419+2,484+2.32%$26,746,474
NVIDIA CORPORATIONNVDATechnology2.48%149,346+2,272+1.54%$26,045,863
ALPS ETF TRAMLPOther2.13%424,860+51,454+13.78%$22,364,653
AMAZON COM INCAMZNConsumer Cyclical2.01%101,239+6,101+6.41%$21,085,046
ELI LILLY & COLLYHealthcare1.74%19,906+956+5.04%$18,308,952
NEXTERA ENERGY INCNEEUtilities1.72%194,786+7,540+4.03%$18,091,682
EXXON MOBIL CORPXOMEnergy1.71%106,087+3,300+3.21%$17,998,805
SELECT SECTOR SPDR TRXLKOther1.66%131,150+7,930+6.44%$17,429,830
CHEVRON CORPORATIONCVXEnergy1.53%77,674+6,163+8.62%$16,070,727
VANGUARD BD INDEX FDSBNDOther1.44%205,373+30,793+17.64%$15,123,666
VANGUARD SPECIALIZED FUNDSVIGOther1.36%66,284+3,782+6.05%$14,254,986
TJX COS INC NEWTJXConsumer Cyclical1.30%85,442+2,796+3.38%$13,645,118
WALMART INCWMTConsumer Defensive1.28%108,286+5,464+5.31%$13,457,842
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.20%26,425+2,211+9.13%$12,662,860
NORTHROP GRUMMAN CORPNOCIndustrials1.13%17,490+622+3.69%$11,932,491
VISA INCVFinancial Services1.11%38,737+1,728+4.67%$11,707,920
GENERAL DYNAMICS CORPGDIndustrials1.11%33,863+2,278+7.21%$11,622,618
PALO ALTO NETWORKS INCPANWTechnology1.09%71,515+4,786+7.17%$11,465,293
GILEAD SCIENCES INCGILDHealthcare1.07%80,399+4,053+5.31%$11,205,206
ABBVIE INCABBVHealthcare1.02%49,453+1,537+3.21%$10,755,516
SOUTHERN COSOUtilities0.96%104,493+6,862+7.03%$10,085,647
VANGUARD MUN BD FDSVTEBOther0.94%197,971+6,296+3.28%$9,876,773
AXON ENTERPRISE INCAXONIndustrials0.94%23,179+2,884+14.21%$9,843,889
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.90%19,325+6,484+50.49%$9,498,640
LAM RESEARCH CORPLRCXOther0.88%43,313+22,694+110.06%$9,254,256
JPMORGAN CHASE & COJPMFinancial Services0.82%29,193-369-1.25%$8,587,474
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.79%8,309-385-4.43%$8,279,337
MASTERCARD INCORPORATEDMAFinancial Services0.75%15,729+1,171+8.04%$7,858,995
J P MORGAN EXCHANGE TRADED FJEPIOther0.74%136,432+13,252+10.76%$7,732,942
INVESCO QQQ TRQQQOther0.72%13,030-1-0.01%$7,520,406
GOLDMAN SACHS GROUP INCGSFinancial Services0.71%8,799+11+0.13%$7,443,866
PROCTER & GAMBLE COPGConsumer Defensive0.70%50,980+212+0.42%$7,363,528
UBER TECHNOLOGIES INCUBERTechnology0.68%99,807+12,520+14.34%$7,179,141
BOSTON SCIENTIFIC CORPBSXHealthcare0.63%105,697+11,613+12.34%$6,632,507
RIVIAN AUTOMOTIVE INCRIVNConsumer Cyclical0.62%431,960--$6,500,998
ALPHABET INCGOOGCommunication Services0.58%21,236+920+4.53%$6,091,767
DUKE ENERGY CORP NEWDUKUtilities0.55%43,788+42,008+2360.00%$5,733,631
ROYAL CARIBBEAN GROUPRCLOther0.53%20,366-2,007-8.97%$5,604,334
KLA CORPKLACTechnology0.52%3,699+3,486+1636.62%$5,446,520
ISHARES TRIWFOther0.51%12,563--$5,356,866
EVERPURE INCPSTGTechnology0.51%90,440--$5,339,578
GALLAGHER ARTHUR J & COAJGFinancial Services0.50%24,247+2,274+10.35%$5,251,472
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.50%56,505-15-0.03%$5,215,977
MADISON SQUARE GARDEN ENTMTMSGEConsumer Cyclical0.46%82,153+82,153+100.00%$4,839,633
SOMNIGROUP INTERNATIONAL INCTPXConsumer Cyclical0.41%58,101+1,190+2.09%$4,294,809
OTIS WORLDWIDE CORPOTISIndustrials0.38%52,008+7,765+17.55%$4,008,774
SELECT SECTOR SPDR TRXLEOther0.38%64,921-104-0.16%$3,977,070
ARES MANAGEMENT CORPORATIONARESFinancial Services0.38%36,413+36,413+100.00%$3,972,658
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials0.34%50,541+46,569+1172.43%$3,563,646
SELECT SECTOR SPDR TRXLUOther0.33%74,757-317,684-80.95%$3,430,591
STATE STR SPDR S&P 500 ETF TSPYOther0.32%5,109-238-4.45%$3,322,587
VICTORY PORTFOLIOS IIVFLOOther0.32%84,119+3,780+4.71%$3,321,002
VANGUARD WORLD FDMGKOther0.32%9,032+59+0.66%$3,318,735
SOFI TECHNOLOGIES INCSOFIFinancial Services0.30%201,551+201,551+100.00%$3,200,630
BLOCK INCSQTechnology0.30%52,531--$3,161,316
ISHARES TRIVWOther0.30%27,829-408-1.44%$3,147,748
SPROTT ASSET MANAGEMENT LPPHYSOther0.29%87,150+285+0.33%$3,088,596
META PLATFORMS INCMETACommunication Services0.28%5,224+51+0.99%$2,988,935
EMERSON ELEC COEMRIndustrials0.28%22,135+53+0.24%$2,900,128
COLUMBIA ETF TR IRECSOther0.27%73,564+3,562+5.09%$2,867,530
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.26%85,452-417-0.49%$2,735,319
BLACKROCK INCBLKOther0.26%2,813+67+2.44%$2,705,290
HOME DEPOT INCHDConsumer Cyclical0.25%7,849+927+13.39%$2,581,458
ISHARES TRIJHOther0.23%36,125+12,068+50.16%$2,439,543
CITIGROUP INCCFinancial Services0.22%20,847-924-4.24%$2,364,308
ACCENTURE PLC IRELANDACNTechnology0.22%11,887+46+0.39%$2,357,073
ISHARES TRIVVOther0.22%3,511-1,738-33.11%$2,293,621
ISHARES TRIWDOther0.22%10,595--$2,263,834
ARISTA NETWORKS INCANETOther0.21%18,285+28+0.15%$2,245,032
ILLINOIS TOOL WKS INCITWIndustrials0.20%8,080-20-0.25%$2,103,143
ISHARES TRDGROOther0.19%28,912-15,459-34.84%$2,029,020
SPROTT ASSET MANAGEMENT LPPSLVOther0.19%81,260-14,940-15.53%$1,981,931
AMGEN INCAMGNHealthcare0.19%5,603-279-4.74%$1,971,416
NIKE INCNKEConsumer Cyclical0.18%35,982-148-0.41%$1,900,569
PHILIP MORRIS INTL INCPMConsumer Defensive0.18%11,347+1,149+11.27%$1,876,048
SPDR SERIES TRUSTSPLGOther0.18%24,112+727+3.11%$1,845,557
CISCO SYS INCCSCOTechnology0.17%22,928+616+2.76%$1,778,984
SEMPRASREUtilities0.17%18,113-127-0.70%$1,760,040
LINDE PLCLINOther0.16%3,424-95-2.70%$1,697,482
AMERICAN EXPRESS COAXPFinancial Services0.15%5,385-56-1.03%$1,628,855
PEPSICO INCPEPConsumer Defensive0.15%10,432-191-1.80%$1,620,008
PROSHARES TRNOBLOther0.15%15,050-290-1.89%$1,595,465
ORACLE CORPORCLTechnology0.15%10,706-403-3.63%$1,574,990
ISHARES TRIJROther0.15%12,593+688+5.78%$1,565,390
BANK AMERICA CORPBACFinancial Services0.15%31,325-379-1.20%$1,527,117
CATERPILLAR INCCATIndustrials0.14%2,137-4-0.19%$1,513,979
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.14%4,426-38-0.85%$1,495,767
VANGUARD SCOTTSDALE FDSVONGOther0.14%13,549+474+3.63%$1,486,225
EATON CORP PLCETNOther0.14%4,085+10+0.25%$1,461,082
MCDONALDS CORPMCDConsumer Cyclical0.14%4,646-27-0.58%$1,443,930
ROCKWELL AUTOMATION INCROKIndustrials0.13%3,940--$1,413,987
TESLA INCTSLAConsumer Cyclical0.13%3,746-174-4.44%$1,392,576