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.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITED PARCEL SVCS INC | UPS | Industrials | 9.60% | 1,026,359 | - | - | $100,973,218 |
| APPLE INC | AAPL | Technology | 4.16% | 172,126 | +2,095 | +1.23% | $43,683,819 |
| VANGUARD INDEX FDS | VOO | Other | 3.02% | 53,120 | -17,232 | -24.49% | $31,742,010 |
| BROADCOM INC | AVGO | Technology | 2.99% | 101,558 | +8,650 | +9.31% | $31,433,197 |
| MICROSOFT CORP | MSFT | Technology | 2.90% | 82,374 | +3,012 | +3.80% | $30,492,317 |
| CLEAN HARBORS INC | CLH | Industrials | 2.89% | 106,046 | +194 | +0.18% | $30,406,570 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.87% | 206,589 | +1,989 | +0.97% | $30,219,790 |
| ALPHABET INC | GOOGL | Communication Services | 2.66% | 97,182 | +2,633 | +2.78% | $27,945,781 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.54% | 109,419 | +2,484 | +2.32% | $26,746,474 |
| NVIDIA CORPORATION | NVDA | Technology | 2.48% | 149,346 | +2,272 | +1.54% | $26,045,863 |
| ALPS ETF TR | AMLP | Other | 2.13% | 424,860 | +51,454 | +13.78% | $22,364,653 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.01% | 101,239 | +6,101 | +6.41% | $21,085,046 |
| ELI LILLY & CO | LLY | Healthcare | 1.74% | 19,906 | +956 | +5.04% | $18,308,952 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.72% | 194,786 | +7,540 | +4.03% | $18,091,682 |
| EXXON MOBIL CORP | XOM | Energy | 1.71% | 106,087 | +3,300 | +3.21% | $17,998,805 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.66% | 131,150 | +7,930 | +6.44% | $17,429,830 |
| CHEVRON CORPORATION | CVX | Energy | 1.53% | 77,674 | +6,163 | +8.62% | $16,070,727 |
| VANGUARD BD INDEX FDS | BND | Other | 1.44% | 205,373 | +30,793 | +17.64% | $15,123,666 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.36% | 66,284 | +3,782 | +6.05% | $14,254,986 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.30% | 85,442 | +2,796 | +3.38% | $13,645,118 |
| WALMART INC | WMT | Consumer Defensive | 1.28% | 108,286 | +5,464 | +5.31% | $13,457,842 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.20% | 26,425 | +2,211 | +9.13% | $12,662,860 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 1.13% | 17,490 | +622 | +3.69% | $11,932,491 |
| VISA INC | V | Financial Services | 1.11% | 38,737 | +1,728 | +4.67% | $11,707,920 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.11% | 33,863 | +2,278 | +7.21% | $11,622,618 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.09% | 71,515 | +4,786 | +7.17% | $11,465,293 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.07% | 80,399 | +4,053 | +5.31% | $11,205,206 |
| ABBVIE INC | ABBV | Healthcare | 1.02% | 49,453 | +1,537 | +3.21% | $10,755,516 |
| SOUTHERN CO | SO | Utilities | 0.96% | 104,493 | +6,862 | +7.03% | $10,085,647 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.94% | 197,971 | +6,296 | +3.28% | $9,876,773 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.94% | 23,179 | +2,884 | +14.21% | $9,843,889 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.90% | 19,325 | +6,484 | +50.49% | $9,498,640 |
| LAM RESEARCH CORP | LRCX | Other | 0.88% | 43,313 | +22,694 | +110.06% | $9,254,256 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.82% | 29,193 | -369 | -1.25% | $8,587,474 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.79% | 8,309 | -385 | -4.43% | $8,279,337 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.75% | 15,729 | +1,171 | +8.04% | $7,858,995 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.74% | 136,432 | +13,252 | +10.76% | $7,732,942 |
| INVESCO QQQ TR | QQQ | Other | 0.72% | 13,030 | -1 | -0.01% | $7,520,406 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.71% | 8,799 | +11 | +0.13% | $7,443,866 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.70% | 50,980 | +212 | +0.42% | $7,363,528 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.68% | 99,807 | +12,520 | +14.34% | $7,179,141 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.63% | 105,697 | +11,613 | +12.34% | $6,632,507 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 0.62% | 431,960 | - | - | $6,500,998 |
| ALPHABET INC | GOOG | Communication Services | 0.58% | 21,236 | +920 | +4.53% | $6,091,767 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.55% | 43,788 | +42,008 | +2360.00% | $5,733,631 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.53% | 20,366 | -2,007 | -8.97% | $5,604,334 |
| KLA CORP | KLAC | Technology | 0.52% | 3,699 | +3,486 | +1636.62% | $5,446,520 |
| ISHARES TR | IWF | Other | 0.51% | 12,563 | - | - | $5,356,866 |
| EVERPURE INC | PSTG | Technology | 0.51% | 90,440 | - | - | $5,339,578 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.50% | 24,247 | +2,274 | +10.35% | $5,251,472 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.50% | 56,505 | -15 | -0.03% | $5,215,977 |
| MADISON SQUARE GARDEN ENTMT | MSGE | Consumer Cyclical | 0.46% | 82,153 | +82,153 | +100.00% | $4,839,633 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 0.41% | 58,101 | +1,190 | +2.09% | $4,294,809 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.38% | 52,008 | +7,765 | +17.55% | $4,008,774 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.38% | 64,921 | -104 | -0.16% | $3,977,070 |
| ARES MANAGEMENT CORPORATION | ARES | Financial Services | 0.38% | 36,413 | +36,413 | +100.00% | $3,972,658 |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | Industrials | 0.34% | 50,541 | +46,569 | +1172.43% | $3,563,646 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.33% | 74,757 | -317,684 | -80.95% | $3,430,591 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.32% | 5,109 | -238 | -4.45% | $3,322,587 |
| VICTORY PORTFOLIOS II | VFLO | Other | 0.32% | 84,119 | +3,780 | +4.71% | $3,321,002 |
| VANGUARD WORLD FD | MGK | Other | 0.32% | 9,032 | +59 | +0.66% | $3,318,735 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.30% | 201,551 | +201,551 | +100.00% | $3,200,630 |
| BLOCK INC | SQ | Technology | 0.30% | 52,531 | - | - | $3,161,316 |
| ISHARES TR | IVW | Other | 0.30% | 27,829 | -408 | -1.44% | $3,147,748 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.29% | 87,150 | +285 | +0.33% | $3,088,596 |
| META PLATFORMS INC | META | Communication Services | 0.28% | 5,224 | +51 | +0.99% | $2,988,935 |
| EMERSON ELEC CO | EMR | Industrials | 0.28% | 22,135 | +53 | +0.24% | $2,900,128 |
| COLUMBIA ETF TR I | RECS | Other | 0.27% | 73,564 | +3,562 | +5.09% | $2,867,530 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.26% | 85,452 | -417 | -0.49% | $2,735,319 |
| BLACKROCK INC | BLK | Other | 0.26% | 2,813 | +67 | +2.44% | $2,705,290 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 7,849 | +927 | +13.39% | $2,581,458 |
| ISHARES TR | IJH | Other | 0.23% | 36,125 | +12,068 | +50.16% | $2,439,543 |
| CITIGROUP INC | C | Financial Services | 0.22% | 20,847 | -924 | -4.24% | $2,364,308 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.22% | 11,887 | +46 | +0.39% | $2,357,073 |
| ISHARES TR | IVV | Other | 0.22% | 3,511 | -1,738 | -33.11% | $2,293,621 |
| ISHARES TR | IWD | Other | 0.22% | 10,595 | - | - | $2,263,834 |
| ARISTA NETWORKS INC | ANET | Other | 0.21% | 18,285 | +28 | +0.15% | $2,245,032 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.20% | 8,080 | -20 | -0.25% | $2,103,143 |
| ISHARES TR | DGRO | Other | 0.19% | 28,912 | -15,459 | -34.84% | $2,029,020 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.19% | 81,260 | -14,940 | -15.53% | $1,981,931 |
| AMGEN INC | AMGN | Healthcare | 0.19% | 5,603 | -279 | -4.74% | $1,971,416 |
| NIKE INC | NKE | Consumer Cyclical | 0.18% | 35,982 | -148 | -0.41% | $1,900,569 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.18% | 11,347 | +1,149 | +11.27% | $1,876,048 |
| SPDR SERIES TRUST | SPLG | Other | 0.18% | 24,112 | +727 | +3.11% | $1,845,557 |
| CISCO SYS INC | CSCO | Technology | 0.17% | 22,928 | +616 | +2.76% | $1,778,984 |
| SEMPRA | SRE | Utilities | 0.17% | 18,113 | -127 | -0.70% | $1,760,040 |
| LINDE PLC | LIN | Other | 0.16% | 3,424 | -95 | -2.70% | $1,697,482 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.15% | 5,385 | -56 | -1.03% | $1,628,855 |
| PEPSICO INC | PEP | Consumer Defensive | 0.15% | 10,432 | -191 | -1.80% | $1,620,008 |
| PROSHARES TR | NOBL | Other | 0.15% | 15,050 | -290 | -1.89% | $1,595,465 |
| ORACLE CORP | ORCL | Technology | 0.15% | 10,706 | -403 | -3.63% | $1,574,990 |
| ISHARES TR | IJR | Other | 0.15% | 12,593 | +688 | +5.78% | $1,565,390 |
| BANK AMERICA CORP | BAC | Financial Services | 0.15% | 31,325 | -379 | -1.20% | $1,527,117 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 2,137 | -4 | -0.19% | $1,513,979 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.14% | 4,426 | -38 | -0.85% | $1,495,767 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.14% | 13,549 | +474 | +3.63% | $1,486,225 |
| EATON CORP PLC | ETN | Other | 0.14% | 4,085 | +10 | +0.25% | $1,461,082 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 4,646 | -27 | -0.58% | $1,443,930 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.13% | 3,940 | - | - | $1,413,987 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 3,746 | -174 | -4.44% | $1,392,576 |