SPIREPOINT PRIVATE CLIENT, LLC
CIK 2022908
13F filing for Q2 2026・No. 2,239
- Holdings
- US$1.23B
- Quarter change
- +US$183.19M
- Entries
- 332
- Net bought (estimate)
- +US$75.1M
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 27
- Sold out 17
- Cut 118
- Added 130
- Corporate actions 2
- Unchanged 57
Largest holdings
332 stocks worth US$1.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| UPSUNITED PARCEL SVCS INCCL B | Cut | 1,023,838 | US$110.06M | 8.92% |
| AAPLAppleCOM | Cut | 171,652 | US$49.67M | 4.02% |
| GOOGLAlphabetCAP STK CL A | Added | 120,542 | US$43.08M | 3.49% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 62,537 | US$42.95M | 3.48% |
| AVGOBroadcomCOM | Added | 113,135 | US$42.74M | 3.46% |
| NVDANvidiaCOM | Added | 180,362 | US$36.09M | 2.92% |
| MSFTMicrosoftCOM | Added | 92,515 | US$34.51M | 2.80% |
| CLHCLEAN HARBORS INCCOM | Cut | 105,838 | US$31.62M | 2.56% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 86,429 | US$29.47M | 2.39% |
| AMZNAmazonCOM | Added | 119,451 | US$28.47M | 2.31% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.