ArchPoint Investors
CIK 1483472
13F filing for Q2 2026・No. 4,028
- Holdings
- US$473.35M
- Quarter change
- +US$53.33M
- Entries
- 80
- Net bought (estimate)
- −US$3.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 16
- Added 8
- Corporate actions 0
- Unchanged 49
Largest holdings
80 stocks worth US$473.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 336,735 | US$120.34M | 25.42% |
| AMZNAmazonCOM | Unchanged | 138,210 | US$32.94M | 6.96% |
| CWCURTISS WRIGHT CORPCOM | Cut | 33,500 | US$25.39M | 5.36% |
| VANGUARD INDEX FDSTOTAL STK MKT | Unchanged | 65,721 | US$24.32M | 5.14% |
| VANGUARD ADMIRAL FDS INC500 GRTH IDX F | UnchangedSplit 6:1 | 272,490 | US$22.51M | 4.76% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 30,110 | US$20.68M | 4.37% |
| CSCOCISCO SYS INCCOM | Cut | 128,650 | US$15.11M | 3.19% |
| IRDMIRIDIUM COMMUNICATIONS INCCOM | Added | 230,796 | US$12.66M | 2.67% |
| ISHARES TRCORE MSCI EAFE | Unchanged | 117,752 | US$11.37M | 2.40% |
| LZBLA Z BOY INCCOM | Cut | 277,796 | US$11.15M | 2.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.