SPIREPOINT PRIVATE CLIENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, SPIREPOINT PRIVATE CLIENT, LLC held in its portfolio 312 assets valued at $1,046,297,826 (i.e. $1.05B).
The most valuable assets in the portfolio included: UNITED PARCEL SERVICE INC ($101.81M), APPLE INC ($46.23M), and VANGUARD INDEX FDS ($44.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 312 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SPIREPOINT PRIVATE CLIENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 1026359 | 101804535 | CL B |
| APPLE INC | 170031 | 46224750 | COM |
| VANGUARD INDEX FDS | 70352 | 44119870 | S&P 500 ETF SHS |
| MICROSOFT CORP | 79362 | 38380914 | COM |
| PALANTIR TECHNOLOGIES INC | 204600 | 36367591 | CL A |
| BROADCOM INC | 92908 | 32155336 | COM |
| ALPHABET INC | 94549 | 29593846 | CAP STK CL A |
| NVIDIA CORPORATION | 147074 | 27429216 | COM |
| CLEAN HARBORS INC | 105852 | 24820177 | COM |
| JOHNSON & JOHNSON | 106935 | 22130265 | COM |
| AMAZON COM INC | 95138 | 21959753 | COM |
| ELI LILLY & CO | 18950 | 20365267 | COM |
| SELECT SECTOR SPDR TR | 123220 | 17739989 | STATE STREET TEC |
| ALPS ETF TR | 373406 | 17557540 | ALERIAN MLP |
| SELECT SECTOR SPDR TR | 392441 | 16753296 | STATE STREET UTI |
| NEXTERA ENERGY INC | 187246 | 15032101 | COM |
| VANGUARD SPECIALIZED FUNDS | 62502 | 13736794 | DIV APP ETF |
| VISA INC | 37009 | 12979379 | COM CL A |
| VANGUARD BD INDEX FDS | 174580 | 12931145 | TOTAL BND MRKT |
| TJX COS INC NEW | 82646 | 12695249 | COM |
| EXXON MOBIL CORP | 102787 | 12369359 | COM |
| PALO ALTO NETWORKS INC | 66729 | 12291482 | COM |
| BERKSHIRE HATHAWAY INC DEL | 24214 | 12171167 | CL B NEW |
| AXON ENTERPRISE INC | 20295 | 11525949 | COM |
| WALMART INC | 102822 | 11455389 | COM |
| ABBVIE INC | 47916 | 10948356 | COM |
| CHEVRON CORP NEW | 71511 | 10899046 | COM |
| GENERAL DYNAMICS CORP | 31585 | 10633489 | COM |
| VANGUARD MUN BD FDS | 191675 | 9639336 | TAX EXEMPT BD |
| NORTHROP GRUMMAN CORP | 16868 | 9618140 | COM |
| JPMORGAN CHASE & CO. | 29562 | 9525410 | COM |
| GILEAD SCIENCES INC | 76346 | 9370692 | COM |
| BOSTON SCIENTIFIC CORP | 94084 | 8970941 | COM |
| RIVIAN AUTOMOTIVE INC | 431960 | 8513932 | COM CL A |
| SOUTHERN CO | 97631 | 8513455 | COM |
| MASTERCARD INCORPORATED | 14558 | 8310735 | CL A |
| LOCKHEED MARTIN CORP | 16771 | 8111712 | COM |
| INVESCO QQQ TR | 13031 | 8005344 | UNIT SER 1 |
| GOLDMAN SACHS GROUP INC | 8788 | 7724652 | COM |
| COSTCO WHSL CORP NEW | 8694 | 7496845 | COM |
| THERMO FISHER SCIENTIFIC INC | 12841 | 7440446 | COM |
| PROCTER AND GAMBLE CO | 50768 | 7275585 | COM |
| UBER TECHNOLOGIES INC | 87287 | 7132248 | COM |
| J P MORGAN EXCHANGE TRADED F | 123180 | 7050818 | EQUITY PREMIUM |
| ALPHABET INC | 20316 | 6375165 | CAP STK CL C |
| ROYAL CARIBBEAN GROUP | 22373 | 6240291 | COM |
| PURE STORAGE INC | 90440 | 6060384 | CL A |
| ISHARES TR | 12563 | 5946072 | RUS 1000 GRW ETF |
| GALLAGHER ARTHUR J & CO | 21973 | 5686519 | COM |
| OREILLY AUTOMOTIVE INC | 56520 | 5155189 | COM |
| SOMNIGROUP INTERNATIONAL INC | 56911 | 5081040 | COM |
| FORTINET INC | 51738 | 4108541 | COM |
| OTIS WORLDWIDE CORP | 44243 | 3864626 | COM |
| VANGUARD WORLD FD | 8973 | 3703804 | MEGA GRWTH IND |
| SPDR S&P 500 ETF TR | 5347 | 3646226 | TR UNIT |
| ISHARES TR | 5249 | 3595416 | CORE S&P500 ETF |
| LAM RESEARCH CORP | 20619 | 3529547 | COM NEW |
| ISHARES TR | 28237 | 3480523 | S&P 500 GRWT ETF |
| BLOCK INC | 52531 | 3419243 | CL A |
| META PLATFORMS INC | 5173 | 3414716 | CL A |
| CHIPOTLE MEXICAN GRILL INC | 85869 | 3177153 | COM |
| ACCENTURE PLC IRELAND | 11841 | 3176940 | SHS CLASS A |
| VICTORY PORTFOLIOS II | 80339 | 3163733 | SHARES FREE CASH |
| ISHARES TR | 44371 | 3080211 | CORE DIV GRWTH |
| BLACKROCK INC | 2746 | 2939154 | COM |
| EMERSON ELEC CO | 22082 | 2930723 | COM |
| SELECT SECTOR SPDR TR | 65025 | 2907269 | STATE STREET ENE |
| SPROTT ASSET MANAGEMENT LP | 86865 | 2868282 | PHYSICAL GOLD TR |
| COLUMBIA ETF TR I | 70002 | 2858887 | RESH ENHNC COR |
| CITIGROUP INC | 21771 | 2540452 | COM NEW |
| ARISTA NETWORKS INC | 18257 | 2392215 | COM SHS |
| HOME DEPOT INC | 6922 | 2381860 | COM |
| NIKE INC | 36130 | 2301842 | CL B |
| SPROTT ASSET MANAGEMENT LP | 96200 | 2275130 | PHYSICAL SILVER |
| ISHARES TR | 10595 | 2228552 | RUS 1000 VAL ETF |
| ORACLE CORP | 11109 | 2165274 | COM |
| SPDR SERIES TRUST | 25102 | 2114863 | STATE STREET SPD |
| AMERICAN EXPRESS CO | 5441 | 2012905 | COM |
| ILLINOIS TOOL WKS INC | 8100 | 1995030 | COM |
| AMGEN INC | 5882 | 1925237 | COM |
| TESLA INC | 3920 | 1762902 | COM |
| BANK AMERICA CORP | 31704 | 1743721 | COM |
| CISCO SYS INC | 22312 | 1718693 | COM |
| UNILEVER PLC | 25596 | 1674008 | SPON ADR NEW |
| APPLOVIN CORP | 2453 | 1652880 | COM CL A |
| PHILIP MORRIS INTL INC | 10198 | 1635779 | COM |
| SEMPRA | 18240 | 1610410 | COM |
| PROSHARES TR | 15340 | 1596448 | S&P 500 DV ARIST |
| AUTOMATIC DATA PROCESSING IN | 6206 | 1596369 | COM |
| VANGUARD SCOTTSDALE FDS | 13075 | 1591898 | VNG RUS1000GRW |
| ISHARES TR | 24057 | 1587751 | CORE S&P MCP ETF |
| VICTORIAS SECRET AND CO | 28799 | 1560042 | COMMON STOCK |
| ROCKWELL AUTOMATION INC | 3940 | 1532936 | COM |
| PEPSICO INC | 10623 | 1524613 | COM |
| LINDE PLC | 3519 | 1500466 | SHS |
| ISHARES TR | 11905 | 1430801 | CORE S&P SCP ETF |
| MCDONALDS CORP | 4673 | 1428209 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 4464 | 1356568 | SPONSORED ADS |
| LOWES COS INC | 5623 | 1356043 | COM |
| CELESTICA INC | 4406 | 1302458 | COM |
| ABBOTT LABS | 10364 | 1298515 | COM |
| EATON CORP PLC | 4075 | 1297928 | SHS |
| INTERNATIONAL BUSINESS MACHS | 4299 | 1273407 | COM |
| CATERPILLAR INC | 2141 | 1226515 | COM |
| RTX CORPORATION | 6631 | 1216137 | COM |
| MERCK & CO INC | 11352 | 1194947 | COM |
| STRYKER CORPORATION | 3344 | 1175316 | COM |
| NORFOLK SOUTHN CORP | 4020 | 1160654 | COM |
| COCA COLA CO | 15873 | 1109681 | COM |
| GOLDMAN SACHS ETF TR | 8097 | 1071800 | ACTIVEBETA US LG |
| TOYOTA MOTOR CORP | 5000 | 1070300 | ADS |
| BEST BUY INC | 15524 | 1039021 | COM |
| AMETEK INC | 5045 | 1035805 | COM |
| HONEYWELL INTL INC | 5195 | 1013493 | COM |
| VANGUARD TAX-MANAGED FDS | 15802 | 987151 | VAN FTSE DEV MKT |
| PROGRESSIVE CORP | 4292 | 977374 | COM |
| SOUTHSTATE BK CORP | 10364 | 975356 | COM |
| ANTERO RESOURCES CORP | 28229 | 972771 | COM |
| KKR & CO INC | 7574 | 965534 | COM |
| SHERWIN WILLIAMS CO | 2959 | 958805 | COM |
| INVESCO EXCH TRADED FD TR II | 25814 | 951259 | NASDAQNXTGEN100 |
| S&P GLOBAL INC | 1709 | 893157 | COM |
| TRANE TECHNOLOGIES PLC | 2256 | 878035 | SHS |
| ROYAL BK CDA | 5123 | 873420 | COM |
| FISERV INC | 12930 | 868508 | COM |
| COLGATE PALMOLIVE CO | 10856 | 857841 | COM |
| PAYCOM SOFTWARE INC | 5334 | 850026 | COM |
| STERLING INFRASTRUCTURE INC | 2715 | 831414 | COM |
| VANGUARD INDEX FDS | 2462 | 825435 | TOTAL STK MKT |
| ISHARES TR | 8516 | 819835 | RUS MID CAP ETF |
| THE CAMPBELLS COMPANY | 29069 | 810153 | COM |
| ANALOG DEVICES INC | 2969 | 805193 | COM |
| INVESCO EXCHANGE TRADED FD T | 7579 | 783365 | S&P500 PUR VAL |
| ISHARES TR | 8920 | 769350 | MSCI EAFE MIN VL |
| ISHARES TR | 6279 | 763553 | CORE HIGH DV ETF |
| UNITED RENTALS INC | 939 | 759951 | COM |
| TEXAS INSTRS INC | 4370 | 758151 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| INTUITIVE SURGICAL INC | 1298 | 735135 | COM NEW |
| FREEPORT-MCMORAN INC | 14350 | 728837 | CL B |
| UNITEDHEALTH GROUP INC | 2207 | 728581 | COM |
| BLACKSTONE INC | 4701 | 724612 | COM |
| WELLS FARGO CO NEW | 7735 | 720902 | COM |
| SELECT SECTOR SPDR TR | 4615 | 714402 | STATE STREET HEA |
| PROLOGIS INC. | 5517 | 704272 | COM |
| SPDR GOLD TR | 1705 | 675709 | GOLD SHS |
| CONSTELLATION ENERGY CORP | 1906 | 673333 | COM |
| NUCOR CORP | 4053 | 661085 | COM |
| METLIFE INC | 8146 | 643045 | COM |
| STARBUCKS CORP | 7631 | 642607 | COM |
| VANGUARD INDEX FDS | 2425 | 625640 | SMALL CP ETF |
| MOODYS CORP | 1219 | 622788 | COM |
| ISHARES TR | 2925 | 620401 | S&P 500 VAL ETF |
| MODINE MFG CO | 4587 | 612410 | COM |
| WELLTOWER INC | 3235 | 600411 | COM |
| COINBASE GLOBAL INC | 2608 | 589773 | COM CL A |
| INVESCO ACTIVELY MANAGED EXC | 11688 | 587322 | ULTRA SHRT DUR |
| VANGUARD INDEX FDS | 2098 | 585636 | MCAP GR IDXVIP |
| ALLSTATE CORP | 2774 | 577408 | COM |
| COMFORT SYS USA INC | 616 | 574924 | COM |
| BWX TECHNOLOGIES INC | 3323 | 574388 | COM |
| VANGUARD WORLD FD | 759 | 572119 | INF TECH ETF |
| MARSH & MCLENNAN COS INC | 3048 | 565465 | COM |
| CROWDSTRIKE HLDGS INC | 1206 | 565325 | CL A |
| ISHARES TR | 11199 | 565102 | TRS FLT RT BD |
| GE AEROSPACE | 1829 | 563391 | COM NEW |
| AMERICAN ELEC PWR CO INC | 4854 | 559742 | COM |
| PERFORMANCE FOOD GROUP CO | 6053 | 544286 | COM |
| VANGUARD INDEX FDS | 2535 | 536794 | SM CP VAL ETF |
| MICRON TECHNOLOGY INC | 1845 | 526581 | COM |
| MONDELEZ INTL INC | 9650 | 519483 | CL A |
| AIR PRODS & CHEMS INC | 2072 | 511845 | COM |
| GARMIN LTD | 2523 | 511791 | SHS |
| VANGUARD INDEX FDS | 1037 | 505911 | GROWTH ETF |
| QUALCOMM INC | 2951 | 504769 | COM |
| NETFLIX INC | 5237 | 491021 | COM |
| BOEING CO | 2235 | 485263 | COM |
| UNION PAC CORP | 2081 | 481377 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1742 | 479729 | ORD SHS |
| DIAMONDBACK ENERGY INC | 3177 | 477548 | COM |
| PNC FINL SVCS GROUP INC | 2249 | 469434 | COM |
| QUANTA SVCS INC | 1107 | 467220 | COM |
| ISHARES TR | 5162 | 461793 | CORE MSCI EAFE |
| MEDTRONIC PLC | 4748 | 456096 | SHS |
| DIGITAL RLTY TR INC | 2930 | 453339 | COM |
| PAYCHEX INC | 4040 | 453207 | COM |
| ISHARES INC | 6704 | 450641 | CORE MSCI EMKT |
| INTERACTIVE BROKERS GROUP IN | 6842 | 440029 | COM CL A |
| HUNTINGTON BANCSHARES INC | 25178 | 436838 | COM |
| DXP ENTERPRISES INC | 3937 | 432243 | COM NEW |
| ROYCE MICRO-CAP TR INC | 41317 | 430938 | COM |
| REPUBLIC SVCS INC | 2024 | 428953 | COM |
| APPLIED MATLS INC | 1666 | 428145 | COM |
| DANAHER CORPORATION | 1813 | 415032 | COM |
| STRIDE INC | 6326 | 410747 | COM |
| MANULIFE FINL CORP | 11219 | 407025 | COM |
| CHENIERE ENERGY INC | 2074 | 403165 | COM NEW |
| SELECT SECTOR SPDR TR | 5145 | 399664 | STATE STREET CON |
| DISNEY WALT CO | 3502 | 398423 | COM |
| CHUBB LIMITED | 1276 | 398268 | COM |
| EXTRA SPACE STORAGE INC | 3036 | 395379 | COM |
| SHOPIFY INC | 2446 | 393733 | CL A SUB VTG SHS |
| ARGAN INC | 1231 | 385723 | COM |
| VERIZON COMMUNICATIONS INC | 9411 | 383310 | COM |
| ROYCE SMALL CAP TRUST INC | 23640 | 380602 | COM |
| PARKER-HANNIFIN CORP | 433 | 380590 | COM |
| LPL FINL HLDGS INC | 1063 | 379688 | COM |
| ISHARES TR | 1505 | 370471 | RUSSELL 2000 ETF |
| CARNIVAL CORP | 12066 | 368496 | UNIT 99/99/9999 |
| ADOBE INC | 1020 | 356990 | COM |
| CARRIER GLOBAL CORPORATION | 6682 | 353077 | COM |
| BERKLEY W R CORP | 5014 | 351582 | COM |
| VANGUARD ADMIRAL FDS INC | 3164 | 351078 | SMLLCP 600 IDX |
| INTERCONTINENTAL EXCHANGE IN | 2158 | 349513 | COM |
| CLOUDFLARE INC | 1747 | 344421 | CL A COM |
| T-MOBILE US INC | 1687 | 342528 | COM |
| AT&T INC | 13756 | 341697 | COM |
| ITURAN LOCATION AND CONTROL | 7868 | 338403 | SHS |
| AUTOZONE INC | 99 | 335759 | COM |
| ZIONS BANCORPORATION N A | 5713 | 334442 | COM |
| ECOLAB INC | 1267 | 332613 | COM |
| MORGAN STANLEY | 1871 | 332159 | COM NEW |
| PACKAGING CORP AMER | 1609 | 331824 | COM |
| BALLYS CORPORATION | 20000 | 330400 | COMMON STOCK |
| ISHARES TR | 2336 | 329750 | S&P SML 600 GWT |
| SPX TECHNOLOGIES INC | 1626 | 325298 | COM |
| L3HARRIS TECHNOLOGIES INC | 1108 | 325276 | COM |
| ALLEGION PLC | 2026 | 322590 | ORD SHS |
| CONSOLIDATED EDISON INC | 3226 | 320406 | COM |
| BURLINGTON STORES INC | 1106 | 319468 | COM |
| DRAFTKINGS INC NEW | 9261 | 319134 | COM CL A |
| ALIBABA GROUP HLDG LTD | 2174 | 318665 | SPONSORED ADS |
| THE CIGNA GROUP | 1139 | 313487 | COM |
| HIMS & HERS HEALTH INC | 9570 | 310738 | COM CL A |
| UMB FINL CORP | 2701 | 310723 | COM |
| ADVANCED MICRO DEVICES INC | 1432 | 306677 | COM |
| WORKDAY INC | 1425 | 306061 | CL A |
| TENET HEALTHCARE CORP | 1540 | 306029 | COM NEW |
| PIPER SANDLER COMPANIES | 898 | 304936 | COM |
| BLACKROCK SCIENCE & TECHNOLO | 13380 | 302522 | SHS BEN INT |
| INTERDIGITAL INC | 950 | 302461 | COM |
| DEERE & CO | 649 | 302155 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 3972 | 301515 | COM NEW |
| US FOODS HLDG CORP | 4002 | 301431 | COM |
| DOVER CORP | 1524 | 297546 | COM |
| ROLLINS INC | 4957 | 297495 | COM |
| NORDSON CORP | 1208 | 290455 | COM |
| UP FINTECH HLDG LTD | 30300 | 289668 | SPONSORED ADS |
| JOHNSON CTLS INTL PLC | 2393 | 286562 | SHS |
| VANGUARD WORLD FD | 2127 | 283933 | FINANCIALS ETF |
| INVESCO EXCHANGE TRADED FD T | 1462 | 280061 | S&P500 EQL WGT |
| SALESFORCE INC | 1042 | 276036 | COM |
| AEROVIRONMENT INC | 1140 | 275755 | COM |
| GE VERNOVA INC | 420 | 274336 | COM |
| KIMBERLY-CLARK CORP | 2683 | 270688 | COM |
| WASTE MGMT INC DEL | 1230 | 270243 | COM |
| ZURN ELKAY WATER SOLNS CORP | 5774 | 268416 | COM |
| INGREDION INC | 2429 | 267822 | COM |
| PENGUIN SOLUTIONS INC | 13676 | 267503 | COM |
| VANGUARD WORLD FD | 925 | 266261 | HEALTH CAR ETF |
| PAR PAC HOLDINGS INC | 7444 | 261582 | COM NEW |
| ISHARES TR | 1853 | 261532 | SELECT DIVID ETF |
| AON PLC | 735 | 259367 | SHS CL A |
| KLA CORP | 213 | 258816 | COM NEW |
| TRUIST FINL CORP | 5218 | 256778 | COM |
| TRAVELERS COMPANIES INC | 878 | 254673 | COM |
| EQUIFAX INC | 1162 | 252131 | COM |
| AECOM | 2615 | 249288 | COM |
| SPDR DOW JONES INDL AVERAGE | 517 | 248455 | UT SER 1 |
| EXELON CORP | 5689 | 247984 | COM |
| GARTNER INC | 978 | 246730 | COM |
| WEC ENERGY GROUP INC | 2339 | 246671 | COM |
| SAP SE | 1015 | 246554 | SPON ADR |
| COSTAMARE INC | 15595 | 246245 | SHS |
| M & T BK CORP | 1221 | 246007 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 1688 | 242886 | ORDINARY SHARES |
| TE CONNECTIVITY PLC | 1059 | 240933 | ORD SHS |
| CUMMINS INC | 470 | 239912 | COM |
| ROBINHOOD MKTS INC | 2112 | 238867 | COM CL A |
| CARLISLE COS INC | 742 | 237336 | COM |
| GENERAL MTRS CO | 2869 | 233307 | COM |
| TELEDYNE TECHNOLOGIES INC | 456 | 232893 | COM |
| LIFE360 INC | 3595 | 230583 | COM |
| VERTEX PHARMACEUTICALS INC | 502 | 227587 | COM |
| AFLAC INC | 2062 | 227377 | COM |
| UL SOLUTIONS INC | 2873 | 226582 | CLASS A COM SHS |
| CADENCE DESIGN SYSTEM INC | 722 | 225683 | COM |
| PPG INDS INC | 2154 | 220699 | COM |
| YUM BRANDS INC | 1424 | 215423 | COM |
| SCHWAB CHARLES CORP | 2151 | 214913 | COM |
| VIRTUS ARTIFICIAL INTELLIGEN | 9733 | 211693 | COM |
| CVS HEALTH CORP | 2631 | 208796 | COM |
| DUKE ENERGY CORP NEW | 1780 | 208634 | COM NEW |
| SYNOVUS FINL CORP | 4121 | 206256 | COM NEW |
| INTUIT | 311 | 206013 | COM |
| OKLO INC | 2869 | 205879 | COM CL A |
| VANGUARD INDEX FDS | 708 | 205476 | MID CAP ETF |
| IRON MTN INC DEL | 2455 | 203657 | COM |
| ISHARES INC | 1850 | 203556 | MSCI ISRAEL ETF |
| LENNOX INTL INC | 418 | 202999 | COM |
| ISHARES GOLD TR | 2464 | 200003 | ISHARES NEW |
| PIMCO DYNAMIC INCOME STRATEG | 10321 | 193828 | COM SHS BEN INT |
| ABRDN TOTAL DYNAMIC DIVIDEND | 19462 | 189750 | COM SH BEN INT |
| DOUBLELINE YIELD OPPORTUNITI | 11250 | 163575 | COM |
| BLACKROCK HEALTH SCIENCES TE | 10239 | 154097 | COM SHS |
| BLACKROCK ENERGY & RES TR | 10026 | 135752 | COM |
| BLACKROCK ENHANCED GLOBAL DI | 11156 | 130637 | COM |
| EUROPEAN EQUITY FD INC | 11389 | 117307 | COM |
| EATON VANCE TAX-MANAGED GLOB | 10683 | 101809 | COM |
| BLACKROCK ENHANCED EQUITY DI | 10369 | 98298 | COM |
| ABRDN GLOBAL PREMIER PPTYS F | 24620 | 94541 | COM SH BEN INT |
| MFS HIGH YIELD MUN TR | 16247 | 57027 | SH BEN INT |
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