Spirepoint Private Client, LLC

13F filer · CIK 0002022908

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$1.23BU.S. long equity reported on 13F

Positions27218 new · 14 closed

Net flow last quarter+$51.8MBuys minus sells

Top 10 positions weight35.1%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 5, 2026272 positions
UPSUnited Parcel Service Inc	$110M	8.92%	0.14%	-0.3%	Q1 2024
AAPLApple Inc.	$49.7M	4.02%	0.00%	-0.3%	Q1 2024
GOOGLAlphabet Inc.	$43.1M	3.49%	0.00%	+24.0%	Q1 2024
AVGOBroadcom Inc.	$42.7M	3.46%	0.00%	+11.4%	Q1 2024
NVDANvidia Corp	$36.1M	2.92%	0.00%	+20.8%	Q1 2024
MSFTMicrosoft Corp	$34.5M	2.80%	0.00%	+12.3%	Q1 2024
CLHClean Harbors Inc	$31.6M	2.56%	0.20%	-0.2%	Q1 2024
PANWPalo Alto Networks Inc	$29.5M	2.39%	0.01%	+20.9%	Q1 2024
AMZNAmazon Com Inc	$28.5M	2.31%	0.00%	+18.0%	Q1 2024
JNJJohnson & Johnson	$27.7M	2.24%	0.00%	-0.4%	Q1 2024
PLTRPalantir Technologies Inc.	$24.3M	1.97%	0.01%	+0.9%	Q1 2024
LLYELI LILLY & Co	$24.2M	1.96%	0.00%	+1.3%	Q1 2024
LRCXLam Research Corp	$19.6M	1.59%	0.00%	+4.4%	Q1 2024
NEENextera Energy Inc	$17.3M	1.40%	0.01%	+1.0%	Q1 2024
GDGeneral Dynamics Corp	$16.7M	1.36%	0.02%	+39.5%	Q1 2025
XOMExxonMobil Holdings Corp	$14.5M	1.18%	0.00%	+0.2%	Q1 2024
AXONAxon Enterprise, Inc.	$14.5M	1.17%	0.03%	+11.3%	Q2 2024
ANETArista Networks, Inc.	$14.3M	1.16%	0.01%	+361.7%	Q2 2024
VVisa Inc.	$13.5M	1.10%	0.00%	+1.9%	Q1 2024
BRK.BBerkshire Hathaway Inc	$13.5M	1.09%	Not reported	+2.0%	Q1 2024
CVXChevron Corp	$13.3M	1.08%	0.00%	+3.5%	Q1 2024
TJXTJX Companies Inc	$13.1M	1.06%	0.01%	+1.0%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13M	1.06%	0.00%	+517.4%	Q3 2025
WMTWalmart Inc.	$12.3M	1.00%	0.00%	+0.7%	Q1 2024
KLACKla Corp	$11.9M	0.97%	0.00%	+6.8%	Q3 2025
GILDGilead Sciences, Inc.	$10.3M	0.83%	0.01%	+1.1%	Q1 2025
SOSouthern Co	$10.1M	0.82%	0.01%	+1.4%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$10M	0.81%	Not reported	+4.6%	Q1 2024
JPMJPMorgan Chase & Co	$9.47M	0.77%	0.00%	-0.9%	Q1 2024
NOCNorthrop Grumman Corp	$8.92M	0.72%	0.01%	+0.2%	Q1 2024
GSGoldman Sachs Group Inc	$8.88M	0.72%	0.00%	-0.2%	Q2 2024
MAMastercard Inc	$8.33M	0.67%	0.00%	+3.1%	Q1 2024
CBChubb Ltd	$7.66M	0.62%	0.01%	+1761.9%	Q1 2024
UBERUber Technologies, Inc	$7.56M	0.61%	0.01%	+5.0%	Q4 2024
GOOGAlphabet Inc.	$7.54M	0.61%	Not reported	+0.5%	Q1 2024
RIVNRivian Automotive, Inc. / DE	$7.5M	0.61%	0.03%	+0.1%	Q1 2024
PGPROCTER & GAMBLE Co	$7.49M	0.61%	0.00%	+0.2%	Q1 2024
COSTCostco Wholesale Corp	$7.4M	0.60%	0.00%	-4.8%	Q1 2024
MSGEMadison Square Garden Entertainment Corp.	$7.28M	0.59%	Not reported	+9.5%	Q1 2026
PEverpure, Inc.	$7.13M	0.58%	0.03%	+0.1%	Q2 2025
ABBVAbbVie Inc.	$6.74M	0.55%	0.00%	-45.9%	Q1 2024
NOWServiceNow, Inc.	$6.49M	0.53%	0.01%	New	Q2 2026
DUKDuke Energy CORP	$6.23M	0.50%	0.01%	+12.4%	Q3 2025
RCLRoyal Caribbean Cruises Ltd	$6.2M	0.50%	0.01%	-4.2%	Q1 2024
ORLYO Reilly Automotive Inc	$5.2M	0.42%	0.01%	-0.1%	Q1 2024
METAMeta Platforms, Inc.	$4.81M	0.39%	Not reported	+63.4%	Q1 2024
SGISomnigroup International Inc.	$4.64M	0.38%	0.03%	+1.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$4.14M	0.34%	Not reported	+8.6%	Q1 2024
XYZBlock, Inc.	$3.99M	0.32%	Not reported	Not reported	Q2 2025
KTOSKratos Defense & Security Solutions, Inc.	$3.42M	0.28%	0.04%	+35.6%	Q4 2025

Q1 2026Reported Apr 22, 2026267 positions
UPSUnited Parcel Service Inc	$101M	9.60%	0.14%	Not reported	Q1 2024
AAPLApple Inc.	$43.7M	4.16%	0.00%	+1.2%	Q1 2024
AVGOBroadcom Inc.	$31.4M	2.99%	0.00%	+9.3%	Q1 2024
MSFTMicrosoft Corp	$30.5M	2.90%	0.00%	+3.8%	Q1 2024
CLHClean Harbors Inc	$30.4M	2.89%	0.20%	+0.2%	Q1 2024
PLTRPalantir Technologies Inc.	$30.2M	2.87%	0.01%	+1.0%	Q1 2024
GOOGLAlphabet Inc.	$27.9M	2.66%	0.00%	+2.8%	Q1 2024
JNJJohnson & Johnson	$26.7M	2.54%	0.00%	+2.3%	Q1 2024
NVDANvidia Corp	$26M	2.48%	0.00%	+1.5%	Q1 2024
AMZNAmazon Com Inc	$21.1M	2.01%	0.00%	+6.4%	Q1 2024
LLYELI LILLY & Co	$18.3M	1.74%	0.00%	+5.0%	Q1 2024
NEENextera Energy Inc	$18.1M	1.72%	0.01%	+4.0%	Q1 2024
XOMExxonMobil Holdings Corp	$18M	1.71%	0.00%	+3.2%	Q1 2024
CVXChevron Corp	$16.1M	1.53%	0.00%	+8.6%	Q1 2024
TJXTJX Companies Inc	$13.6M	1.30%	0.01%	+3.4%	Q1 2024
WMTWalmart Inc.	$13.5M	1.28%	0.00%	+5.3%	Q1 2024
BRK.BBerkshire Hathaway Inc	$12.7M	1.20%	Not reported	+9.1%	Q1 2024
NOCNorthrop Grumman Corp	$11.9M	1.13%	0.01%	+3.7%	Q1 2024
VVisa Inc.	$11.7M	1.11%	0.00%	+4.7%	Q1 2024
GDGeneral Dynamics Corp	$11.6M	1.11%	0.01%	+7.2%	Q1 2025
PANWPalo Alto Networks Inc	$11.5M	1.09%	0.01%	+7.2%	Q1 2024
GILDGilead Sciences, Inc.	$11.2M	1.07%	0.01%	+5.3%	Q1 2025
ABBVAbbVie Inc.	$10.8M	1.02%	0.00%	+3.2%	Q1 2024
SOSouthern Co	$10.1M	0.96%	0.01%	+7.0%	Q1 2024
AXONAxon Enterprise, Inc.	$9.84M	0.94%	0.03%	+14.2%	Q2 2024
TMOThermo Fisher Scientific Inc.	$9.5M	0.90%	0.01%	+50.5%	Q1 2024
LRCXLam Research Corp	$9.25M	0.88%	0.00%	+110.1%	Q1 2024
JPMJPMorgan Chase & Co	$8.59M	0.82%	0.00%	-1.3%	Q1 2024
COSTCostco Wholesale Corp	$8.28M	0.79%	0.00%	-4.4%	Q1 2024
MAMastercard Inc	$7.86M	0.75%	0.00%	+8.0%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$7.52M	0.72%	Not reported	0.0%	Q1 2024
GSGoldman Sachs Group Inc	$7.44M	0.71%	0.00%	+0.1%	Q2 2024
PGPROCTER & GAMBLE Co	$7.36M	0.70%	0.00%	+0.4%	Q1 2024
UBERUber Technologies, Inc	$7.18M	0.68%	0.00%	+14.3%	Q4 2024
BSXBoston Scientific Corp	$6.63M	0.63%	0.01%	+12.3%	Q1 2024
RIVNRivian Automotive, Inc. / DE	$6.5M	0.62%	0.03%	Not reported	Q1 2024
GOOGAlphabet Inc.	$6.09M	0.58%	Not reported	+4.5%	Q1 2024
DUKDuke Energy CORP	$5.73M	0.55%	0.01%	+2360.0%	Q3 2025
RCLRoyal Caribbean Cruises Ltd	$5.6M	0.53%	0.01%	-9.0%	Q1 2024
KLACKla Corp	$5.45M	0.52%	0.00%	+1636.6%	Q3 2025
PEverpure, Inc.	$5.34M	0.51%	0.03%	Not reported	Q2 2025
AJGArthur J. Gallagher & Co.	$5.25M	0.50%	0.01%	+10.4%	Q1 2024
ORLYO Reilly Automotive Inc	$5.22M	0.50%	0.01%	0.0%	Q1 2024
MSGEMadison Square Garden Entertainment Corp.	$4.84M	0.46%	Not reported	New	Q1 2026
SGISomnigroup International Inc.	$4.29M	0.41%	0.03%	+2.1%	Q2 2024
OTISOtis Worldwide Corp	$4.01M	0.38%	0.01%	+17.6%	Q1 2025
ARESAres Management Corp	$3.97M	0.38%	0.01%	New	Q1 2026
KTOSKratos Defense & Security Solutions, Inc.	$3.56M	0.34%	0.03%	+1172.4%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$3.32M	0.32%	Not reported	-4.5%	Q1 2024
SOFISoFi Technologies, Inc.	$3.2M	0.30%	0.02%	New	Q1 2026

Q4 2025Reported Jan 22, 2026262 positions
UPSUnited Parcel Service Inc	$102M	9.73%	0.14%	-0.3%	Q1 2024
AAPLApple Inc.	$46.2M	4.42%	0.00%	+10.5%	Q1 2024
MSFTMicrosoft Corp	$38.4M	3.67%	0.00%	+7.1%	Q1 2024
PLTRPalantir Technologies Inc.	$36.4M	3.48%	0.01%	+2.0%	Q1 2024
AVGOBroadcom Inc.	$32.2M	3.07%	0.00%	+1.3%	Q1 2024
GOOGLAlphabet Inc.	$29.6M	2.83%	0.00%	+5.2%	Q1 2024
NVDANvidia Corp	$27.4M	2.62%	0.00%	+3.9%	Q1 2024
CLHClean Harbors Inc	$24.8M	2.37%	0.20%	+1.4%	Q1 2024
JNJJohnson & Johnson	$22.1M	2.12%	0.00%	+3.5%	Q1 2024
AMZNAmazon Com Inc	$22M	2.10%	0.00%	+12.6%	Q1 2024
LLYELI LILLY & Co	$20.4M	1.95%	0.00%	+12.5%	Q1 2024
NEENextera Energy Inc	$15M	1.44%	0.01%	+7.0%	Q1 2024
VVisa Inc.	$13M	1.24%	0.00%	+8.6%	Q1 2024
TJXTJX Companies Inc	$12.7M	1.21%	0.01%	+10.1%	Q1 2024
XOMExxonMobil Holdings Corp	$12.4M	1.18%	0.00%	+9.0%	Q1 2024
PANWPalo Alto Networks Inc	$12.3M	1.17%	0.01%	+10.2%	Q1 2024
BRK.BBerkshire Hathaway Inc	$12.2M	1.16%	Not reported	+9.6%	Q1 2024
AXONAxon Enterprise, Inc.	$11.5M	1.10%	0.03%	+5.3%	Q2 2024
WMTWalmart Inc.	$11.5M	1.09%	0.00%	+10.9%	Q1 2024
ABBVAbbVie Inc.	$10.9M	1.05%	0.00%	+10.7%	Q1 2024
CVXChevron Corp	$10.9M	1.04%	0.00%	+11.1%	Q1 2024
GDGeneral Dynamics Corp	$10.6M	1.02%	0.01%	+15.4%	Q1 2025
NOCNorthrop Grumman Corp	$9.62M	0.92%	0.01%	+7.7%	Q1 2024
JPMJPMorgan Chase & Co	$9.53M	0.91%	0.00%	+13.2%	Q1 2024
GILDGilead Sciences, Inc.	$9.37M	0.90%	0.01%	+16.4%	Q1 2025
BSXBoston Scientific Corp	$8.97M	0.86%	0.01%	+9.3%	Q1 2024
RIVNRivian Automotive, Inc. / DE	$8.51M	0.81%	0.03%	-40.8%	Q1 2024
SOSouthern Co	$8.51M	0.81%	0.01%	+13.3%	Q1 2024
MAMastercard Inc	$8.31M	0.79%	0.00%	+12.9%	Q1 2024
LMTLockheed Martin Corp	$8.11M	0.78%	0.01%	-3.7%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$8.01M	0.77%	Not reported	+5.9%	Q1 2024
GSGoldman Sachs Group Inc	$7.72M	0.74%	0.00%	+0.1%	Q2 2024
COSTCostco Wholesale Corp	$7.5M	0.72%	0.00%	+2.3%	Q1 2024
TMOThermo Fisher Scientific Inc.	$7.44M	0.71%	0.00%	+10.9%	Q1 2024
PGPROCTER & GAMBLE Co	$7.28M	0.70%	0.00%	-44.0%	Q1 2024
UBERUber Technologies, Inc	$7.13M	0.68%	0.00%	+16.7%	Q4 2024
GOOGAlphabet Inc.	$6.38M	0.61%	Not reported	+14.8%	Q1 2024
RCLRoyal Caribbean Cruises Ltd	$6.24M	0.60%	0.01%	-6.1%	Q1 2024
PEverpure, Inc.	$6.06M	0.58%	0.03%	Not reported	Q2 2025
AJGArthur J. Gallagher & Co.	$5.69M	0.54%	0.01%	+14.6%	Q1 2024
ORLYO Reilly Automotive Inc	$5.16M	0.49%	0.01%	Not reported	Q1 2024
SGISomnigroup International Inc.	$5.08M	0.49%	0.03%	+6.4%	Q2 2024
FTNTFortinet, Inc.	$4.11M	0.39%	0.01%	-12.9%	Q1 2025
OTISOtis Worldwide Corp	$3.86M	0.37%	0.01%	+2.6%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$3.65M	0.35%	Not reported	-2.2%	Q1 2024
LRCXLam Research Corp	$3.53M	0.34%	0.00%	+0.1%	Q1 2024
XYZBlock, Inc.	$3.42M	0.33%	Not reported	Not reported	Q2 2025
METAMeta Platforms, Inc.	$3.41M	0.33%	Not reported	+5.9%	Q1 2024
CMGChipotle Mexican Grill Inc	$3.18M	0.30%	0.01%	-0.1%	Q2 2024
ACNAccenture plc	$3.18M	0.30%	0.00%	-0.3%	Q1 2024

Q3 2025Reported Oct 22, 2025236 positions
UPSUnited Parcel Service Inc	$86M	9.04%	0.14%	-5.9%	Q1 2024
AAPLApple Inc.	$39.2M	4.12%	0.00%	+6.8%	Q1 2024
MSFTMicrosoft Corp	$38.4M	4.04%	0.00%	0.0%	Q1 2024
PLTRPalantir Technologies Inc.	$36.6M	3.85%	0.01%	-3.2%	Q1 2024
AVGOBroadcom Inc.	$30.3M	3.18%	0.00%	-0.1%	Q1 2024
NVDANvidia Corp	$26.4M	2.78%	0.00%	+2.1%	Q1 2024
CLHClean Harbors Inc	$24.2M	2.55%	0.20%	-4.3%	Q1 2024
GOOGLAlphabet Inc.	$21.8M	2.30%	0.00%	+3.0%	Q1 2024
JNJJohnson & Johnson	$19.2M	2.01%	0.00%	+2.4%	Q1 2024
AMZNAmazon Com Inc	$18.6M	1.95%	0.00%	+5.6%	Q1 2024
PGPROCTER & GAMBLE Co	$13.9M	1.47%	0.00%	+2.8%	Q1 2024
AXONAxon Enterprise, Inc.	$13.8M	1.45%	0.02%	+4.4%	Q2 2024
NEENextera Energy Inc	$13.2M	1.39%	0.01%	-2.9%	Q1 2024
LLYELI LILLY & Co	$12.9M	1.35%	0.00%	+4.3%	Q1 2024
PANWPalo Alto Networks Inc	$12.3M	1.30%	0.01%	+2.7%	Q1 2024
VVisa Inc.	$11.6M	1.22%	0.00%	+4.1%	Q1 2024
BRK.BBerkshire Hathaway Inc	$11.1M	1.17%	Not reported	+0.3%	Q1 2024
TJXTJX Companies Inc	$10.9M	1.14%	0.01%	+2.8%	Q1 2024
RIVNRivian Automotive, Inc. / DE	$10.7M	1.13%	0.06%	-11.8%	Q1 2024
XOMExxonMobil Holdings Corp	$10.6M	1.12%	0.00%	+10.1%	Q1 2024
ABBVAbbVie Inc.	$10M	1.05%	0.00%	+15.4%	Q1 2024
CVXChevron Corp	$10M	1.05%	0.00%	+10.0%	Q1 2024
WMTWalmart Inc.	$9.56M	1.00%	0.00%	+8.7%	Q1 2024
NOCNorthrop Grumman Corp	$9.54M	1.00%	0.01%	+0.7%	Q1 2024
GDGeneral Dynamics Corp	$9.34M	0.98%	0.01%	+5.1%	Q1 2025
HDHome Depot, Inc.	$8.92M	0.94%	0.00%	+4.2%	Q1 2024
LMTLockheed Martin Corp	$8.69M	0.91%	0.01%	+1.3%	Q1 2024
BSXBoston Scientific Corp	$8.4M	0.88%	0.01%	+4.9%	Q1 2024
JPMJPMorgan Chase & Co	$8.24M	0.87%	0.00%	+38.7%	Q1 2024
SOSouthern Co	$8.17M	0.86%	0.01%	+4.0%	Q1 2024
CICigna Group	$8M	0.84%	0.01%	+2.4%	Q1 2024
COSTCostco Wholesale Corp	$7.86M	0.83%	0.00%	-6.3%	Q1 2024
RCLRoyal Caribbean Cruises Ltd	$7.71M	0.81%	0.01%	-8.5%	Q1 2024
PEverpure, Inc.	$7.58M	0.80%	0.03%	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$7.39M	0.78%	Not reported	+14.3%	Q1 2024
MAMastercard Inc	$7.34M	0.77%	0.00%	+4.9%	Q1 2024
UBERUber Technologies, Inc	$7.33M	0.77%	0.00%	+21.9%	Q4 2024
GILDGilead Sciences, Inc.	$7.28M	0.77%	0.01%	+4.3%	Q1 2025
GSGoldman Sachs Group Inc	$6.99M	0.74%	0.00%	+0.3%	Q2 2024
ORLYO Reilly Automotive Inc	$6.09M	0.64%	0.01%	-0.7%	Q1 2024
AJGArthur J. Gallagher & Co.	$5.94M	0.62%	0.01%	+2.9%	Q1 2024
TMOThermo Fisher Scientific Inc.	$5.62M	0.59%	0.00%	+0.8%	Q1 2024
FTNTFortinet, Inc.	$5M	0.53%	0.01%	+16.2%	Q1 2025
INGRIngredion Inc	$4.51M	0.47%	0.06%	-0.1%	Q1 2024
SGISomnigroup International Inc.	$4.51M	0.47%	0.03%	Not reported	Q2 2024
GOOGAlphabet Inc.	$4.31M	0.45%	Not reported	+1.3%	Q1 2024
SFMSprouts Farmers Market, Inc.	$4.31M	0.45%	0.04%	New	Q3 2025
OTISOtis Worldwide Corp	$3.94M	0.41%	0.01%	+10.8%	Q1 2025
XYZBlock, Inc.	$3.8M	0.40%	Not reported	Not reported	Q2 2025
VLTOVeralto Corp	$3.66M	0.39%	0.01%	-5.2%	Q1 2024

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