1y return+15.2%S&P 500 +20.9%
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 March 31, 2024: $125 against $143 in the S&P 500.2
Spirepoint Private Client, LLCS&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 |
|---|---|---|---|
| UPSUnited Parcel Svcs Inc | $110.1M | 8.9% | |
| AAPLApple Inc | $49.7M | 4.0% | |
| GOOGLAlphabet Inc | $43.1M | 3.5% | +24.0% |
| VOOVanguard Index Fds | $43.0M | 3.5% | +17.7% |
| AVGOBroadcom Inc | $42.7M | 3.5% | +11.4% |
| NVDANvidia Corporation | $36.1M | 2.9% | +20.8% |
| MSFTMicrosoft Corp | $34.5M | 2.8% | +12.3% |
| CLHClean Harbors Inc | $31.6M | 2.6% | |
| PANWPalo Alto Networks Inc | $29.5M | 2.4% | +20.9% |
| AMZNAmazon Com Inc | $28.5M | 2.3% | +18.0% |
| JNJJohnson & Johnson | $27.7M | 2.2% | |
| XLKSelect Sector Spdr Tr | $25.3M | 2.0% | +1.2% |
| PLTRPalantir Technologies Inc | $24.3M | 2.0% | |
| LLYEli Lilly & Co | $24.2M | 2.0% | +1.3% |
| AMLPAlps Etf Tr | $23.3M | 1.9% | +5.6% |
| LRCXLam Research Corp | $19.6M | 1.6% | +4.4% |
| NEENextera Energy Inc | $17.3M | 1.4% | |
| SOXXIshares Tr | $16.9M | 1.4% | New |
| GDGeneral Dynamics Corp | $16.7M | 1.4% | +39.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $14.5M | 1.2% | |
| AXONAxon Enterprise Inc | $14.5M | 1.2% | +11.3% |
| ANETArista Networks Inc | $14.3M | 1.2% | +361.7% |
| VVisa Inc | $13.5M | 1.1% | +1.9% |
| BRK/BBerkshire Hathaway Inc Del | $13.5M | 1.1% | +1.9% |
| CVXChevron Corporation | $13.3M | 1.1% | +3.4% |
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 |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $19.6M |
| PLTRPalantir Technologies Inc | March 31, 2024 | +407.0% | $24.3M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $42.7M |
| PANWPalo Alto Networks Inc | March 31, 2024 | +140.0% | $29.5M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $43.1M |
| GSGoldman Sachs Group Inc | June 30, 2024 | +123.6% | $8.9M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $36.1M |
| AXONAxon Enterprise Inc | June 30, 2024 | +90.5% | $14.5M |
| WMTWalmart Inc | March 31, 2024 | +88.2% | $12.3M |
| XLKSelect Sector Spdr Tr | March 31, 2024 | +83.0% | $25.3M |
Sold off last quarter
- ARESAres Management Corporation was $4.0M
- SOFISofi Technologies Inc was $3.2M
- Honeywell Intl IncCUSIP 438516106 was $1.1M
- SPGIS&p Global Inc was $621K
- LYFTLyft Inc was $445K
- Medtronic PLCCUSIP G5960L103 was $352K
- Carnival CorpCUSIP 143658300 was $304K
- ROLRollins Inc was $255K
- SCHWSchwab Charles Corp was $232K
- Astrazeneca PLCCUSIP G0593M107 was $224K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Spirepoint Private Client, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2022908&type=13F-HR&dateb=&owner=include&count=40CIK 2022908
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2022908/000202290826000003/Filed August 5, 2026 · accession 0002022908-26-000003