← Back to Discover
SPIREPOINT PRIVATE CLIENT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,234,529,981
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- UNITED PARCEL SVCS INC · CL B · 911312106 · shares: $110,062,585
- APPLE INC · COM · 037833100 · shares: $49,669,178
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $43,078,055
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $42,951,346
- BROADCOM INC · COM · 11135F101 · shares: $42,736,906
- NVIDIA CORPORATION · COM · 67066G104 · shares: $36,088,553
- MICROSOFT CORP · COM · 594918104 · shares: $34,509,933
- CLEAN HARBORS INC · COM · 184496107 · shares: $31,619,103
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $29,474,034
- AMAZON COM INC · COM · 023135106 · shares: $28,469,951
Reported holdings
332 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 1,023,838 shares | $110,062,585 |
| APPLE INC | COM | 037833100 | — | 171,652 shares | $49,669,178 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 120,542 shares | $43,078,055 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 62,537 shares | $42,951,346 |
| BROADCOM INC | COM | 11135F101 | — | 113,135 shares | $42,736,906 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 180,362 shares | $36,088,553 |
| MICROSOFT CORP | COM | 594918104 | — | 92,515 shares | $34,509,933 |
| CLEAN HARBORS INC | COM | 184496107 | — | 105,838 shares | $31,619,103 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 86,429 shares | $29,474,034 |
| AMAZON COM INC | COM | 023135106 | — | 119,451 shares | $28,469,951 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 108,989 shares | $27,679,896 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 132,688 shares | $25,279,706 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 208,372 shares | $24,310,722 |
| ELI LILLY & CO | COM | 532457108 | — | 20,170 shares | $24,192,704 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 448,645 shares | $23,262,247 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 45,202 shares | $19,587,509 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 196,687 shares | $17,263,208 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 26,384 shares | $16,905,888 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 47,251 shares | $16,738,303 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 106,263 shares | $14,528,343 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 25,790 shares | $14,458,131 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 84,426 shares | $14,342,289 |
| VISA INC | COM CL A | 92826C839 | — | 39,487 shares | $13,547,540 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 26,939 shares | $13,480,006 |
| CHEVRON CORPORATION | COM | 166764100 | — | 80,352 shares | $13,319,144 |
| TJX COS INC NEW | COM | 872540109 | — | 86,256 shares | $13,067,859 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 27,324 shares | $13,049,123 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 177,309 shares | $13,016,260 |
| WALMART INC | COM | 931142103 | — | 108,989 shares | $12,344,079 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 51,631 shares | $12,217,037 |
| KLA CORP | COM NEW | 482480100 | — | 39,513 shares | $11,921,459 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 216,474 shares | $10,949,255 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 81,278 shares | $10,268,663 |
| SOUTHERN CO | COM | 842587107 | — | 105,995 shares | $10,144,744 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 13,627 shares | $10,034,710 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 28,920 shares | $9,466,473 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 17,522 shares | $8,923,987 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 8,784 shares | $8,883,874 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 16,213 shares | $8,326,994 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 141,906 shares | $8,014,840 |
| CHUBB LIMITED | COM | H1467J104 | — | 22,473 shares | $7,657,450 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 104,759 shares | $7,559,433 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 21,331 shares | $7,536,896 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 432,450 shares | $7,503,008 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 51,095 shares | $7,492,558 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 7,907 shares | $7,396,761 |
| MADISON SQUARE GARDEN ENTMT | COM CL A | 558256103 | — | 89,994 shares | $7,279,615 |
| EVERPURE INC | CL A | 74624M102 | — | 90,484 shares | $7,129,234 |
| ABBVIE INC | COM | 00287Y109 | — | 26,767 shares | $6,735,734 |
| SERVICENOW INC | COM | 81762P102 | — | 65,325 shares | $6,485,466 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 49,227 shares | $6,231,181 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 50,168 shares | $6,229,364 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 19,515 shares | $6,196,628 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 56,471 shares | $5,200,414 |
| META PLATFORMS INC | CL A | 30303M102 | — | 8,536 shares | $4,808,437 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 59,217 shares | $4,642,636 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 5,546 shares | $4,141,586 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 45,492 shares | $3,999,237 |
| BLOCK INC | CL A | 852234103 | — | 52,531 shares | $3,992,356 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 27,829 shares | $3,827,334 |
| VICTORY PORTFOLIOS II | SHS FR CA FL ETF | 92647X830 | — | 83,621 shares | $3,825,672 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 65,483 shares | $3,477,797 |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | — | 68,509 shares | $3,415,859 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 | — | 75,425 shares | $3,264,400 |
| EMERSON ELEC CO | COM | 291011104 | — | 22,175 shares | $3,174,351 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 68,373 shares | $3,100,042 |
| ALBEMARLE CORP | COM | 012653101 | — | 21,708 shares | $2,931,231 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 85,452 shares | $2,905,368 |
| CITIGROUP INC | COM NEW | 172967424 | — | 20,316 shares | $2,843,455 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 36,677 shares | $2,828,152 |
| CISCO SYS INC | COM | 17275R102 | — | 22,968 shares | $2,697,821 |
| BLACKROCK INC | COM | 09290D101 | — | 2,799 shares | $2,691,406 |
| HOME DEPOT INC | COM | 437076102 | — | 7,567 shares | $2,668,730 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 87,370 shares | $2,635,953 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 3,140 shares | $2,635,590 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 10,595 shares | $2,568,546 |
| MIAMI INTL HLDGS INC | COM | 59356Q108 | — | 68,883 shares | $2,559,692 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | — | 28,799 shares | $2,404,141 |
| CATERPILLAR INC | COM | 149123101 | — | 2,152 shares | $2,291,665 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 29,695 shares | $2,250,553 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,958 shares | $2,215,477 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 8,080 shares | $2,185,398 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 24,611 shares | $2,162,808 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,730 shares | $1,996,922 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 11,013 shares | $1,992,440 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 3,940 shares | $1,950,615 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 12,864 shares | $1,907,857 |
| AMGEN INC | COM | 031162100 | — | 5,266 shares | $1,906,924 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 5,395 shares | $1,824,859 |
| BANK OF AMER CORP | COM | 060505104 | — | 31,557 shares | $1,798,125 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 13,904 shares | $1,777,008 |
| EATON CORP PLC | SHS | G29183103 | — | 4,101 shares | $1,747,518 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 1,749 shares | $1,687,785 |
| PENGUIN SOLUTIONS INC | COM | 706915105 | — | 22,000 shares | $1,672,220 |
| CELESTICA INC | COM | 15101Q207 | — | 4,577 shares | $1,669,690 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 28,876 shares | $1,621,692 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 82,060 shares | $1,548,472 |
| LINDE PLC | SHS | G54950103 | — | 2,967 shares | $1,539,695 |
| SEMPRA | COM | 816851109 | — | 16,391 shares | $1,519,610 |
| TESLA INC | COM | 88160R101 | — | 3,576 shares | $1,504,066 |