EdgeMarket › What Spirepoint Private Client, Llc reported owning
What Spirepoint Private Client, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
322Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UPS UNITED PARCEL SERVICE INC | 101.0M | 9.6% | 1.0M | 102.01 | +17.3% |
| AAPL Apple Inc. | 43.7M | 4.2% | 172.1K | 309.35 | +36.9% |
| VOO Vanguard S&P 500 ETF | 31.7M | 3.0% | 53.1K | 703.71 | +20.0% |
| AVGO Broadcom Inc. | 31.4M | 3.0% | 101.6K | 368.45 | +26.5% |
| MSFT MICROSOFT CORP | 30.5M | 2.9% | 82.4K | 483.24 | -4.4% |
| CLH CLEAN HARBORS INC | 30.4M | 2.9% | 106.0K | 315.98 | +29.5% |
| PLTR Palantir Technologies Inc. | 30.2M | 2.9% | 206.6K | 179.94 | +15.3% |
| GOOGL Alphabet Inc. | 27.9M | 2.7% | 97.2K | 344.82 | +73.0% |
| JNJ JOHNSON & JOHNSON | 26.7M | 2.5% | 109.4K | 270.24 | +51.1% |
| NVDA NVIDIA CORP | 26.0M | 2.5% | 149.3K | 214.72 | +22.4% |
| AMLP Alerian MLP ETF | 22.4M | 2.1% | 424.9K | 54.75 | +13.9% |
| AMZN AMAZON COM INC | 21.1M | 2.0% | 101.2K | 258.63 | +15.6% |
| LLY ELI LILLY & Co | 18.3M | 1.7% | 19.9K | 1,255.40 | +78.0% |
| NEE NEXTERA ENERGY INC | 18.1M | 1.7% | 194.8K | 83.65 | +9.8% |
| XOM ExxonMobil Holdings Corp | 18.0M | 1.7% | 106.1K | 165.11 | +52.1% |
| XLK State Street Technology Select Sector SPDR ETF | 17.4M | 1.7% | 131.2K | 183.31 | +41.1% |
| CVX CHEVRON CORP | 16.1M | 1.5% | 77.7K | 205.27 | +34.0% |
| BND Vanguard Total Bond Market ETF | 15.1M | 1.4% | 205.4K | 72.23 | -1.8% |
| VIG Vanguard Div Appreciation ETF | 14.3M | 1.4% | 66.3K | 243.91 | +16.2% |
| TJX TJX COMPANIES INC /DE/ | 13.6M | 1.3% | 85.4K | 140.53 | +1.6% |
| WMT Walmart Inc. | 13.5M | 1.3% | 108.3K | 103.70 | +1.1% |
| unmapped CUSIP 084670702 | 12.7M | 1.2% | 26.4K | — | — |
| NOC NORTHROP GRUMMAN CORP /DE/ | 11.9M | 1.1% | 17.5K | 551.03 | -7.0% |
| V VISA INC. | 11.7M | 1.1% | 38.7K | 371.04 | +7.9% |
| GD GENERAL DYNAMICS CORP | 11.6M | 1.1% | 33.9K | 384.29 | +21.0% |
| PANW Palo Alto Networks Inc | 11.5M | 1.1% | 71.5K | 357.87 | +94.0% |
| GILD GILEAD SCIENCES, INC. | 11.2M | 1.1% | 80.4K | 146.12 | +23.1% |
| ABBV AbbVie Inc. | 10.8M | 1.0% | 49.5K | 264.96 | +26.7% |
| SO SOUTHERN CO | 10.1M | 1.0% | 104.5K | 88.94 | -6.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.9M | 0.9% | 198.0K | 49.54 | +1.4% |
| AXON AXON ENTERPRISE, INC. | 9.8M | 0.9% | 23.2K | 627.75 | -17.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 9.5M | 0.9% | 19.3K | 629.27 | +27.2% |
| LRCX LAM RESEARCH CORP | 9.3M | 0.9% | 43.3K | 314.00 | +216.7% |
| JPM JPMORGAN CHASE & CO | 8.6M | 0.8% | 29.2K | 351.58 | +20.3% |
| COST COSTCO WHOLESALE CORP /NEW | 8.3M | 0.8% | 8.3K | 947.74 | -4.7% |
| MA Mastercard Inc | 7.9M | 0.7% | 15.7K | 580.63 | -2.0% |
| JEPI JPMorgan Equity Premium Income ETF | 7.7M | 0.7% | 136.4K | 57.92 | +1.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 7.5M | 0.7% | 13.0K | 713.44 | +26.1% |
| GS GOLDMAN SACHS GROUP INC | 7.4M | 0.7% | 8.8K | 1,039.28 | +44.2% |
| PG PROCTER & GAMBLE Co | 7.4M | 0.7% | 51.0K | 144.68 | -9.3% |
| UBER Uber Technologies, Inc | 7.2M | 0.7% | 99.8K | 78.80 | -15.9% |
| BSX BOSTON SCIENTIFIC CORP | 6.6M | 0.6% | 105.7K | 50.37 | -52.5% |
| RIVN Rivian Automotive, Inc. / DE | 6.5M | 0.6% | 432.0K | 16.97 | +40.6% |
| GOOG Alphabet Inc. | 6.1M | 0.6% | 21.2K | 341.75 | +70.7% |
| DUK Duke Energy CORP | 5.7M | 0.5% | 43.8K | 119.85 | -3.7% |
| RCL ROYAL CARIBBEAN CRUISES LTD | 5.6M | 0.5% | 20.4K | 292.00 | -11.3% |
| KLAC KLA CORP | 5.4M | 0.5% | 3.7K | 183.99 | +109.5% |
| IWF iShares Russell 1000 Growth Fund | 5.4M | 0.5% | 12.6K | 122.39 | +11.2% |
| P Everpure, Inc. | 5.3M | 0.5% | 90.4K | 108.55 | +95.5% |
| AJG Arthur J. Gallagher & Co. | 5.3M | 0.5% | 24.2K | 263.81 | -12.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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