SPIREPOINT PRIVATE CLIENT, LLC
Q2 2026 13F filing
Updated 36 days ago332 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | U UPS UNITED PARCEL SVCS INC | $110.1M | 1.02M | 8.92% | — |
| 2 | A AAPL APPLE INC | $49.7M | 171.7K | 4.02% | — |
| 3 | G GOOGN ALPHABET INC | $43.1M | 120.5K | 3.49% | — |
| 4 | V VGES VANGUARD INDEX FDS | $43M | 62.5K | 3.48% | — |
| 5 | A AVGO BROADCOM INC | $42.7M | 113.1K | 3.46% | — |
| 6 | N NVDA NVIDIA CORPORATION | $36.1M | 180.4K | 2.92% | — |
| 7 | M MSFT MICROSOFT CORP | $34.5M | 92.5K | 2.80% | — |
| 8 | C CLH CLEAN HARBORS INC | $31.6M | 105.8K | 2.56% | — |
| 9 | P PANW PALO ALTO NETWORKS INC | $29.5M | 86.4K | 2.39% | — |
| 10 | A AMZN AMAZON COM INC | $28.5M | 119.5K | 2.31% | — |
| 11 | J JNJ JOHNSON & JOHNSON | $27.7M | 109.0K | 2.24% | — |
| 12 | S STT-PG SELECT SECTOR SPDR TR | $25.3M | 132.7K | 2.05% | — |
| 13 | P PLTR PALANTIR TECHNOLOGIES INC | $24.3M | 208.4K | 1.97% | — |
| 14 | L LLY ELI LILLY & CO | $24.2M | 20.2K | 1.96% | — |
| 15 | A AMZN ALPS ETF TR | $23.3M | 448.6K | 1.88% | — |
| 16 | L LRCX LAM RESEARCH CORP | $19.6M | 45.2K | 1.59% | — |
| 17 | N NEE-PS NEXTERA ENERGY INC | $17.3M | 196.7K | 1.40% | — |
| 18 | E ETHA ISHARES TR | $16.9M | 26.4K | 1.37% | — |
| 19 | G GD GENERAL DYNAMICS CORP | $16.7M | 47.3K | 1.36% | — |
| 20 | X XOM EXXON MOBIL CORP | $14.5M | 106.3K | 1.18% | — |
| 21 | A AXON AXON ENTERPRISE INC | $14.5M | 25.8K | 1.17% | — |
| 22 | A ANET ARISTA NETWORKS INC | $14.3M | 84.4K | 1.16% | — |
| 23 | V V VISA INC | $13.5M | 39.5K | 1.10% | — |
| 24 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $13.5M | 26.9K | 1.09% | — |
| 25 | C CVX CHEVRON CORPORATION | $13.3M | 80.4K | 1.08% | — |
| 26 | T TJX TJX COS INC NEW | $13.1M | 86.3K | 1.06% | — |
| 27 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $13M | 27.3K | 1.06% | — |
| 28 | V VGES VANGUARD BD INDEX FDS | $13M | 177.3K | 1.05% | — |
| 29 | W WMT WALMART INC | $12.3M | 109.0K | 1.00% | — |
| 30 | B BX VANGUARD SPECIALIZED FUNDS | $12.2M | 51.6K | 0.99% | — |
| 31 | K KLAC KLA CORP | $11.9M | 39.5K | 0.97% | — |
| 32 | V VGES VANGUARD MUN BD FDS | $10.9M | 216.5K | 0.89% | — |
| 33 | G GILD GILEAD SCIENCES INC | $10.3M | 81.3K | 0.83% | — |
| 34 | S SOMN SOUTHERN CO | $10.1M | 106.0K | 0.82% | — |
| 35 | Q QQQ INVESCO QQQ TR | $10M | 13.6K | 0.81% | — |
| 36 | J JPM-PM JPMORGAN CHASE & CO | $9.5M | 28.9K | 0.77% | — |
| 37 | N NOC NORTHROP GRUMMAN CORP | $8.9M | 17.5K | 0.72% | — |
| 38 | G GS-PD GOLDMAN SACHS GROUP INC | $8.9M | 8.8K | 0.72% | — |
| 39 | M MA MASTERCARD INCORPORATED | $8.3M | 16.2K | 0.67% | — |
| 40 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $8M | 141.9K | 0.65% | — |
| 41 | C CB CHUBB LIMITED | $7.7M | 22.5K | 0.62% | — |
| 42 | U UBER UBER TECHNOLOGIES INC | $7.6M | 104.8K | 0.61% | — |
| 43 | G GOOGN ALPHABET INC | $7.5M | 21.3K | 0.61% | — |
| 44 | R RIVN RIVIAN AUTOMOTIVE INC | $7.5M | 432.4K | 0.61% | — |
| 45 | P PG PROCTER & GAMBLE CO | $7.5M | 51.1K | 0.61% | — |
| 46 | C COST COSTCO WHOLESALE CORPORATION | $7.4M | 7.9K | 0.60% | — |
| 47 | M MSGE MADISON SQUARE GARDEN ENTMT | $7.3M | 90.0K | 0.59% | — |
| 48 | E ET-PI EVERPURE INC | $7.1M | 90.5K | 0.58% | — |
| 49 | A ABBV ABBVIE INC | $6.7M | 26.8K | 0.55% | — |
| 50 | N NOW SERVICENOW INC | $6.5M | 65.3K | 0.53% | — |