Spirepoint Private Client, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Spirepoint Private Client, Llc disclosed 329 stock positions valued at approximately $1.23B as of quarter-end June 30, 2026. The largest holdings include UNITED PARCEL SVCS INC, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 329
- Portfolio Value
- $1.23B
Holdings by Sector
Spirepoint Private Client, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 329 holdings in the latest reporting period.