ArchPoint Investors

13F filer · CIK 0001483472

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$473MU.S. long equity reported on 13F

Positions556 new · 4 closed

Net flow last quarter-$13.1MBuys minus sells

Top 10 positions weight53.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202655 positions
GOOGLAlphabet Inc.	$120M	25.42%	0.00%	-0.1%	Q3 2015
AMZNAmazon Com Inc	$32.9M	6.96%	0.00%	Not reported	Q2 2017
CWCurtiss Wright Corp	$25.4M	5.36%	0.09%	-0.9%	Q2 2013
CSCOCisco Systems, Inc.	$15.1M	3.19%	0.00%	-1.5%	Q2 2013
IRDMIridium Communications Inc.	$12.7M	2.67%	0.22%	+17.1%	Q2 2025
LZBLa-Z-Boy Inc	$11.1M	2.35%	0.70%	-21.3%	Q2 2013
MSFTMicrosoft Corp	$8.98M	1.90%	0.00%	-3.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$8.52M	1.80%	Not reported	-2.2%	Q2 2013
QLTYQuality Distribution Inc	$8.49M	1.79%	0.72%	Not reported	Q2 2024
DMLPDorchester Minerals, L.P.	$7.93M	1.68%	0.65%	-37.2%	Q2 2013
LNGCheniere Energy, Inc.	$7.64M	1.61%	0.02%	Not reported	Q2 2017
PHYSSprott Physical Gold Trust	$7.52M	1.59%	0.05%	Not reported	Q3 2020
TMOThermo Fisher Scientific Inc.	$7.07M	1.49%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$6.4M	1.35%	0.00%	0.0%	Q3 2021
JNJJohnson & Johnson	$6.39M	1.35%	0.00%	-1.1%	Q2 2013
EPDEnterprise Products Partners L.P.	$3.68M	0.78%	0.00%	-41.8%	Q2 2013
PSNParsons Corp	$3.67M	0.77%	0.12%	New	Q2 2026
CSGPCostar Group, Inc.	$3.57M	0.75%	0.03%	-0.8%	Q4 2015
CMICummins Inc	$3.57M	0.75%	0.00%	-3.2%	Q1 2019
CVXChevron Corp	$3.25M	0.69%	0.00%	Not reported	Q1 2018
GLDSPDR Gold Trust	$2.71M	0.57%	0.00%	Not reported	Q2 2013
RGNXREGENXBIO Inc.	$2.66M	0.56%	0.41%	Not reported	Q1 2017
JHXJames Hardie Industries plc	$2.62M	0.55%	0.02%	Not reported	Q4 2025
BXSLBlackstone Secured Lending Fund	$2.58M	0.54%	0.05%	+401.4%	Q3 2022
POOLPool Corp	$2.55M	0.54%	0.03%	Not reported	Q4 2025
BIDUBaidu, Inc.	$2.51M	0.53%	Not reported	Not reported	Q1 2021
PSLVSprott Physical Silver Trust	$2.35M	0.50%	0.02%	Not reported	Q4 2015
FCXFreeport-Mcmoran Inc	$2.21M	0.47%	0.00%	Not reported	Q3 2015
GPCGenuine Parts Co	$2.15M	0.45%	0.01%	-0.8%	Q2 2013
OKEOneok Inc	$2M	0.42%	0.00%	-36.6%	Q3 2017
METAMeta Platforms, Inc.	$1.75M	0.37%	Not reported	+30.5%	Q2 2013
BABAAlibaba Group Holding Ltd	$1.73M	0.37%	0.00%	Not reported	Q3 2018
CLYMClimb Bio, Inc.	$1.68M	0.36%	0.22%	+6.2%	Q4 2025
AAPLApple Inc.	$1.62M	0.34%	0.00%	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.56M	0.33%	Not reported	Not reported	Q2 2018
DBLDoubleLine Opportunistic Credit Fund	$1.45M	0.31%	Not reported	Not reported	Q4 2013
MOAltria Group, Inc.	$1.34M	0.28%	0.00%	-39.2%	Q2 2013
BXBlackstone Inc.	$1.15M	0.24%	0.00%	-50.0%	Q1 2026
ABCLAbCellera Biologics Inc.	$903K	0.19%	0.04%	Not reported	Q3 2021
XOMExxonMobil Holdings Corp	$595K	0.13%	0.00%	Not reported	Q2 2013
TYGTortoise Energy Infrastructure Corp	$571K	0.12%	Not reported	Not reported	Q4 2015
ARMArm Holdings PLC	$567K	0.12%	0.00%	Not reported	Q1 2025
CPNGCoupang, Inc.	$347K	0.07%	Not reported	Not reported	Q4 2021
VVisa Inc.	$343K	0.07%	0.00%	Not reported	Q4 2015
ALMAlmonty Industries Inc.	$331K	0.07%	0.01%	New	Q2 2026
SLDBSolid Biosciences Inc.	$313K	0.07%	0.03%	New	Q2 2026
WMBWilliams Companies, Inc.	$312K	0.07%	0.00%	Not reported	Q1 2017
ETHAiShares Ethereum Trust ETF	$210K	0.04%	0.00%	Not reported	Q4 2025
SSentinelOne, Inc.	$209K	0.04%	Not reported	Not reported	Q4 2021
BTIBritish American Tobacco p.l.c.	$205K	0.04%	0.00%	Not reported	Q3 2017

Q1 2026Reported May 14, 202653 positions
GOOGLAlphabet Inc.	$96.9M	23.08%	0.00%	0.0%	Q3 2015
AMZNAmazon Com Inc	$28.8M	6.85%	0.00%	+43.7%	Q2 2017
CWCurtiss Wright Corp	$23M	5.48%	0.09%	-19.6%	Q2 2013
DMLPDorchester Minerals, L.P.	$13.5M	3.23%	1.04%	-10.6%	Q2 2013
LZBLa-Z-Boy Inc	$11.3M	2.70%	0.86%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$10.1M	2.41%	0.00%	-0.4%	Q2 2013
MSFTMicrosoft Corp	$9.25M	2.20%	0.00%	+235.0%	Q2 2013
LNGCheniere Energy, Inc.	$9.07M	2.16%	0.02%	Not reported	Q2 2017
PHYSSprott Physical Gold Trust	$8.83M	2.10%	0.05%	+0.4%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$7.59M	1.81%	Not reported	+1.2%	Q2 2013
QLTYQuality Distribution Inc	$7.37M	1.76%	0.72%	+2.3%	Q2 2024
TMOThermo Fisher Scientific Inc.	$6.93M	1.65%	0.00%	Not reported	Q2 2013
EPDEnterprise Products Partners L.P.	$6.51M	1.55%	0.01%	+2.7%	Q2 2013
JNJJohnson & Johnson	$6.22M	1.48%	0.00%	+1.2%	Q2 2013
NVDANvidia Corp	$5.58M	1.33%	0.00%	+295.4%	Q3 2021
IRDMIridium Communications Inc.	$5.47M	1.30%	0.19%	Not reported	Q2 2025
CSGPCostar Group, Inc.	$5.12M	1.22%	0.03%	Not reported	Q4 2015
CVXChevron Corp	$4.06M	0.97%	0.00%	Not reported	Q1 2018
MPLXMPLX LP	$3.59M	0.86%	0.01%	Not reported	Q1 2017
ETEnergy Transfer LP	$3.5M	0.83%	0.01%	Not reported	Q2 2013
OKEOneok Inc	$3.28M	0.78%	0.01%	Not reported	Q3 2017
GLDSPDR Gold Trust	$3.17M	0.75%	0.00%	Not reported	Q2 2013
PSLVSprott Physical Silver Trust	$3.03M	0.72%	0.02%	-49.4%	Q4 2015
CMICummins Inc	$2.78M	0.66%	0.00%	+3.3%	Q1 2019
BIDUBaidu, Inc.	$2.45M	0.58%	Not reported	Not reported	Q1 2021
POOLPool Corp	$2.4M	0.57%	0.03%	Not reported	Q4 2025
BXBlackstone Inc.	$2.25M	0.54%	0.00%	New	Q1 2026
BABAAlibaba Group Holding Ltd	$2.24M	0.53%	0.00%	Not reported	Q3 2018
FCXFreeport-Mcmoran Inc	$2.07M	0.49%	0.00%	Not reported	Q3 2015
MOAltria Group, Inc.	$2.02M	0.48%	0.00%	Not reported	Q2 2013
GPCGenuine Parts Co	$1.94M	0.46%	0.01%	-51.8%	Q2 2013
JHXJames Hardie Industries plc	$1.89M	0.45%	0.02%	-2.0%	Q4 2025
RGNXREGENXBIO Inc.	$1.86M	0.44%	0.43%	Not reported	Q1 2017
DBLDoubleLine Opportunistic Credit Fund	$1.47M	0.35%	Not reported	Not reported	Q4 2013
AAPLApple Inc.	$1.42M	0.34%	0.00%	+252.2%	Q2 2013
METAMeta Platforms, Inc.	$1.36M	0.32%	Not reported	Not reported	Q2 2013
QQQInvesco QQQ Trust, Series 1	$1.22M	0.29%	Not reported	+0.1%	Q2 2018
CLYMClimb Bio, Inc.	$832K	0.20%	0.25%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$738K	0.18%	0.00%	Not reported	Q2 2013
TYGTortoise Energy Infrastructure Corp	$664K	0.16%	Not reported	Not reported	Q4 2015
BXSLBlackstone Secured Lending Fund	$514K	0.12%	0.01%	Not reported	Q3 2022
ABCLAbCellera Biologics Inc.	$402K	0.10%	0.04%	Not reported	Q3 2021
CPNGCoupang, Inc.	$378K	0.09%	Not reported	Not reported	Q4 2021
WMBWilliams Companies, Inc.	$306K	0.07%	0.00%	Not reported	Q1 2017
VVisa Inc.	$302K	0.07%	0.00%	Not reported	Q4 2015
ETHAiShares Ethereum Trust ETF	$280K	0.07%	0.00%	Not reported	Q4 2025
ARMArm Holdings PLC	$242K	0.06%	0.00%	Not reported	Q1 2025
IBITiShares Bitcoin Trust ETF	$215K	0.05%	0.00%	Not reported	Q4 2025
DSLDoubleLine Income Solutions Fund	$162K	0.04%	Not reported	Not reported	Q4 2013
SSentinelOne, Inc.	$159K	0.04%	Not reported	Not reported	Q4 2021

Q4 2025Reported Feb 13, 202651 positions
GOOGLAlphabet Inc.	$106M	25.02%	0.00%	-1.3%	Q3 2015
CWCurtiss Wright Corp	$23.2M	5.50%	0.11%	+6.3%	Q2 2013
AMZNAmazon Com Inc	$22.2M	5.26%	0.00%	Not reported	Q2 2017
LZBLa-Z-Boy Inc	$13.2M	3.12%	0.86%	-13.1%	Q2 2013
CFLTConfluent, Inc.	$13.1M	3.11%	0.40%	Not reported	Q4 2021
DMLPDorchester Minerals, L.P.	$12.5M	2.97%	1.16%	+4.1%	Q2 2013
CSCOCisco Systems, Inc.	$10.1M	2.39%	0.00%	Not reported	Q2 2013
PHYSSprott Physical Gold Trust	$8.2M	1.94%	0.05%	+43.3%	Q3 2020
TMOThermo Fisher Scientific Inc.	$8.17M	1.94%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.86M	1.86%	Not reported	-1.9%	Q2 2013
QLTYQuality Distribution Inc	$7.65M	1.82%	0.71%	Not reported	Q2 2024
LNGCheniere Energy, Inc.	$6.21M	1.47%	0.01%	+39.2%	Q2 2017
PSLVSprott Physical Silver Trust	$5.81M	1.38%	0.04%	Not reported	Q4 2015
EPDEnterprise Products Partners L.P.	$5.37M	1.27%	0.01%	+0.3%	Q2 2013
JNJJohnson & Johnson	$5.21M	1.24%	0.00%	Not reported	Q2 2013
GPCGenuine Parts Co	$4.68M	1.11%	0.03%	Not reported	Q2 2013
MSFTMicrosoft Corp	$3.61M	0.86%	0.00%	+129.7%	Q2 2013
IRDMIridium Communications Inc.	$3.43M	0.81%	0.19%	+0.7%	Q2 2025
MPLXMPLX LP	$3.36M	0.80%	0.01%	+1.2%	Q1 2017
RGNXREGENXBIO Inc.	$3.2M	0.76%	0.44%	-0.6%	Q1 2017
CVXChevron Corp	$2.99M	0.71%	0.00%	Not reported	Q1 2018
ETEnergy Transfer LP	$2.99M	0.71%	0.01%	+1.1%	Q2 2013
GLDSPDR Gold Trust	$2.92M	0.69%	0.00%	+1.4%	Q2 2013
BIDUBaidu, Inc.	$2.87M	0.68%	Not reported	Not reported	Q1 2021
POOLPool Corp	$2.72M	0.64%	0.03%	New	Q4 2025
OKEOneok Inc	$2.67M	0.63%	0.01%	Not reported	Q3 2017
BABAAlibaba Group Holding Ltd	$2.62M	0.62%	0.00%	Not reported	Q3 2018
CMICummins Inc	$2.55M	0.61%	0.00%	Not reported	Q1 2019
JHXJames Hardie Industries plc	$2.12M	0.50%	0.02%	New	Q4 2025
FCXFreeport-Mcmoran Inc	$1.79M	0.42%	0.00%	Not reported	Q3 2015
MOAltria Group, Inc.	$1.77M	0.42%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$1.57M	0.37%	Not reported	+3.3%	Q2 2013
DBLDoubleLine Opportunistic Credit Fund	$1.54M	0.37%	Not reported	Not reported	Q4 2013
NVDANvidia Corp	$1.51M	0.36%	0.00%	+7.3%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$1.3M	0.31%	Not reported	-2.1%	Q2 2018
BXSLBlackstone Secured Lending Fund	$569K	0.13%	0.01%	Not reported	Q3 2022
TYGTortoise Energy Infrastructure Corp	$545K	0.13%	Not reported	Not reported	Q4 2015
XOMExxonMobil Holdings Corp	$523K	0.12%	0.00%	Not reported	Q2 2013
CLYMClimb Bio, Inc.	$486K	0.12%	0.25%	New	Q4 2025
CPNGCoupang, Inc.	$472K	0.11%	Not reported	Not reported	Q4 2021
AAPLApple Inc.	$431K	0.10%	0.00%	Not reported	Q2 2013
ETHAiShares Ethereum Trust ETF	$397K	0.09%	0.00%	New	Q4 2025
ABCLAbCellera Biologics Inc.	$393K	0.09%	0.04%	Not reported	Q3 2021
VVisa Inc.	$351K	0.08%	0.00%	Not reported	Q4 2015
IBITiShares Bitcoin Trust ETF	$277K	0.07%	0.00%	New	Q4 2025
WMBWilliams Companies, Inc.	$252K	0.06%	0.00%	Not reported	Q1 2017
HNGEHinge Health, Inc.	$205K	0.05%	0.03%	New	Q4 2025
SSentinelOne, Inc.	$185K	0.04%	Not reported	Not reported	Q4 2021
DSLDoubleLine Income Solutions Fund	$169K	0.04%	Not reported	Not reported	Q4 2013
SFIXStitch Fix, Inc.	$99.8K	0.02%	0.07%	Not reported	Q1 2019

Q3 2025Reported Nov 12, 202546 positions
GOOGLAlphabet Inc.	$83.1M	22.78%	0.00%	+0.2%	Q3 2015
CWCurtiss Wright Corp	$21.5M	5.90%	0.11%	-0.6%	Q2 2013
AMZNAmazon Com Inc	$21.1M	5.79%	0.00%	-2.2%	Q2 2017
LZBLa-Z-Boy Inc	$13.9M	3.82%	0.99%	-0.1%	Q2 2013
DMLPDorchester Minerals, L.P.	$13.9M	3.81%	1.13%	-0.5%	Q2 2013
CSCOCisco Systems, Inc.	$8.97M	2.46%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$7.83M	2.15%	Not reported	Not reported	Q2 2013
QLTYQuality Distribution Inc	$7.22M	1.98%	0.71%	Not reported	Q2 2024
TMOThermo Fisher Scientific Inc.	$6.84M	1.88%	0.00%	+0.3%	Q2 2013
LNGCheniere Energy, Inc.	$5.39M	1.48%	0.01%	Not reported	Q2 2017
GPCGenuine Parts Co	$5.27M	1.45%	0.03%	Not reported	Q2 2013
EPDEnterprise Products Partners L.P.	$5.22M	1.43%	0.01%	+0.3%	Q2 2013
PHYSSprott Physical Gold Trust	$5.13M	1.41%	0.04%	+1.5%	Q3 2020
JNJJohnson & Johnson	$4.67M	1.28%	0.00%	Not reported	Q2 2013
PSLVSprott Physical Silver Trust	$3.86M	1.06%	0.05%	Not reported	Q4 2015
IRDMIridium Communications Inc.	$3.42M	0.94%	0.18%	+109.1%	Q2 2025
BABAAlibaba Group Holding Ltd	$3.19M	0.88%	0.00%	-18.7%	Q3 2018
MPLXMPLX LP	$3.11M	0.85%	0.01%	+1.1%	Q1 2017
ETEnergy Transfer LP	$3.08M	0.84%	0.01%	+1.0%	Q2 2013
CVXChevron Corp	$3.05M	0.84%	0.00%	Not reported	Q1 2018
BIDUBaidu, Inc.	$2.9M	0.80%	Not reported	Not reported	Q1 2021
OKEOneok Inc	$2.65M	0.73%	0.01%	Not reported	Q3 2017
GLDSPDR Gold Trust	$2.58M	0.71%	0.00%	+14.1%	Q2 2013
RGNXREGENXBIO Inc.	$2.16M	0.59%	0.44%	+1.4%	Q1 2017
CMICummins Inc	$2.11M	0.58%	0.00%	Not reported	Q1 2019
MOAltria Group, Inc.	$2.02M	0.55%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$1.69M	0.46%	Not reported	Not reported	Q2 2013
MSFTMicrosoft Corp	$1.68M	0.46%	0.00%	+0.1%	Q2 2013
DBLDoubleLine Opportunistic Credit Fund	$1.57M	0.43%	Not reported	Not reported	Q4 2013
NVDANvidia Corp	$1.41M	0.39%	0.00%	Not reported	Q3 2021
FCXFreeport-Mcmoran Inc	$1.38M	0.38%	0.00%	Not reported	Q3 2015
QQQInvesco QQQ Trust, Series 1	$1.3M	0.36%	Not reported	Not reported	Q2 2018
CPNGCoupang, Inc.	$644K	0.18%	Not reported	Not reported	Q4 2021
ABCLAbCellera Biologics Inc.	$579K	0.16%	0.04%	Not reported	Q3 2021
TYGTortoise Energy Infrastructure Corp	$574K	0.16%	Not reported	Not reported	Q4 2015
BXSLBlackstone Secured Lending Fund	$564K	0.15%	0.01%	Not reported	Q3 2022
XOMExxonMobil Holdings Corp	$490K	0.13%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$404K	0.11%	0.00%	Not reported	Q2 2013
VVisa Inc.	$341K	0.09%	0.00%	Not reported	Q4 2015
WMBWilliams Companies, Inc.	$266K	0.07%	0.00%	Not reported	Q1 2017
MOSMosaic Co	$232K	0.06%	0.00%	Not reported	Q2 2013
SSentinelOne, Inc.	$217K	0.06%	Not reported	Not reported	Q4 2021
DSLDoubleLine Income Solutions Fund	$184K	0.05%	Not reported	Not reported	Q4 2013
SFIXStitch Fix, Inc.	$82.7K	0.02%	0.07%	Not reported	Q1 2019
BORRBorr Drilling Ltd	$53.8K	0.01%	0.01%	New	Q3 2025
RCKTRocket Pharmaceuticals, Inc.	$32.6K	0.01%	0.01%	Not reported	Q3 2019

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