1y return+36.0%S&P 500 +20.9%
3y return+84.6%S&P 500 +68.5%
5y return+53.9%S&P 500 +74.5%
10y return+211.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $312 against $357 in the S&P 500.2
ArchPoint InvestorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $120.3M | 25.4% | |
| AMZNAmazon Com Inc | $32.9M | 7.0% | |
| CWCurtiss Wright Corp | $25.4M | 5.4% | |
| VTIVanguard Index Fds | $24.3M | 5.1% | |
| VOOGVanguard Admiral Fds Inc | $22.5M | 4.8% | |
| VOOVanguard Index Fds | $20.7M | 4.4% | +24.5% |
| CSCOCisco Sys Inc | $15.1M | 3.2% | −1.5% |
| IRDMIridium Communications Inc | $12.7M | 2.7% | +17.1% |
| IEFAIshares Tr | $11.4M | 2.4% | |
| LZBLa Z Boy Inc | $11.1M | 2.4% | −21.3% |
| VTVVanguard Index Fds | $10.6M | 2.2% | +41.1% |
| MSFTMicrosoft Corp | $9.0M | 1.9% | −3.7% |
| SPYState Str Spdr S&p 500 Etf T | $8.5M | 1.8% | −2.1% |
| QLTYGmo Etf Trust | $8.5M | 1.8% | |
| DMLPDorchester Minerals L P | $7.9M | 1.7% | −37.2% |
| LNGCheniere Energy Inc | $7.6M | 1.6% | |
| PHYSSprott Asset Management LP | $7.5M | 1.6% | |
| TMOThermo Fisher Scientific Inc | $7.1M | 1.5% | |
| NVDANvidia Corporation | $6.4M | 1.4% | |
| JNJJohnson & Johnson | $6.4M | 1.4% | −1.1% |
| XBISpdr Series Trust | $4.7M | 1.0% | |
| SPUSTidal Trust I | $4.3M | 0.9% | +6.2% |
| XOPSpdr Series Trust | $3.8M | 0.8% | |
| VUGVanguard Index Fds | $3.7M | 0.8% | |
| EPDEnterprise Prods Partners L | $3.7M | 0.8% | −41.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CWCurtiss Wright Corp | June 30, 2020 | +748.7% | $25.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $120.3M |
| CMICummins Inc | June 30, 2020 | +311.7% | $3.6M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $6.4M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $15.1M |
| AMLPAlps Etf Tr | June 30, 2020 | +110.1% | $2.4M |
| EPDEnterprise Prods Partners L | June 30, 2020 | +102.3% | $3.7M |
| DMLPDorchester Minerals L P | June 30, 2020 | +97.6% | $7.9M |
| CVXChevron Corporation | June 30, 2020 | +85.8% | $3.3M |
| IRDMIridium Communications Inc | June 30, 2025 | +81.8% | $12.7M |
Sold off last quarter
- MPLXMplx LP was $3.6M
- ETEnergy Transfer L P was $3.5M
- DHSWisdomtree Tr was $1.1M
- IBITIshares Bitcoin Trust Etf was $215K
- Borr Drilling LtdCUSIP G1466R173 was $72K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +8.8% | +2.4% |
| September 30, 2025 | +10.4% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −5.9% | −4.6% |
| December 31, 2024 | +3.3% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +7.1% | +11.2% |
| September 30, 2023 | +1.8% | −3.6% |
| June 30, 2023 | +8.3% | +8.3% |
| March 31, 2023 | +9.1% | +7.0% |
| December 31, 2022 | −5.2% | +7.1% |
| September 30, 2022 | +0.1% | −5.3% |
| June 30, 2022 | −18.6% | −16.5% |
| March 31, 2022 | −10.7% | −4.9% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ArchPoint Investors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1483472&type=13F-HR&dateb=&owner=include&count=40CIK 1483472
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1483472/000142050626001569/Filed August 13, 2026 · accession 0001420506-26-001569