SPIREPOINT PRIVATE CLIENT, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$885.6B
Holdings
232
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UPSUNITED PARCEL SERVICE INC | 1,093,830 | $110.4B | 12.47% | |
| 2 | MSFTMICROSOFT CORP | 74,130 | $36.9B | 4.16% | |
| 3 | AAPLAPPLE INC | 144,013 | $29.5B | 3.34% | |
| 4 | PLTRPALANTIR TECHNOLOGIES INC | 207,182 | $28.2B | 3.19% | |
| 5 | AVGOBROADCOM INC | 91,794 | $25.3B | 2.86% | |
| 6 | CLHCLEAN HARBORS INC | 109,120 | $25.2B | 2.85% | |
| 7 | NVDANVIDIA CORPORATION | 138,619 | $21.9B | 2.47% | |
| 8 | AMZNAMAZON COM INC | 79,997 | $17.6B | 1.98% | |
| 9 | JNJJOHNSON & JOHNSON | 100,916 | $15.4B | 1.74% | |
| 10 | ANETARISTA NETWORKS INC | 150,448 | $15.4B | 1.74% | |
| 11 | GOOGLALPHABET INC | 87,294 | $15.4B | 1.74% | |
| 12 | AXONAXON ENTERPRISE INC | 18,473 | $15.3B | 1.73% | |
| 13 | AMLPALPS ETF TR | 309,809 | $15.1B | 1.71% | |
| 14 | PGPROCTER AND GAMBLE CO | 88,224 | $14.1B | 1.59% | |
| 15 | XLKSELECT SECTOR SPDR TR | 54,565 | $13.8B | 1.56% | |
| 16 | LLYELI LILLY & CO | 16,156 | $12.6B | 1.42% | |
| 17 | NEENEXTERA ENERGY INC | 180,196 | $12.5B | 1.41% | |
| 18 | PANWPALO ALTO NETWORKS INC | 58,962 | $12.1B | 1.36% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 57,173 | $11.7B | 1.32% | |
| 20 | VVISA INC | 32,742 | $11.6B | 1.31% | |
| 21 | XLUSELECT SECTOR SPDR TR | 140,862 | $11.5B | 1.30% | |
| 22 | RIVNRIVIAN AUTOMOTIVE INC | 827,940 | $11.4B | 1.28% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,026 | $10.7B | 1.21% | |
| 24 | XOMEXXON MOBIL CORP | 85,679 | $9.2B | 1.04% | |
| 25 | TJXTJX COS INC NEW | 73,046 | $9.0B | 1.02% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 9,062 | $9.0B | 1.01% | |
| 27 | CITHE CIGNA GROUP | 27,113 | $9.0B | 1.01% | |
| 28 | VTEBVANGUARD MUN BD FDS | 180,599 | $8.9B | 1.00% | |
| 29 | BSXBOSTON SCIENTIFIC CORP | 82,027 | $8.8B | 0.99% | |
| 30 | BNDVANGUARD BD INDEX FDS | 118,021 | $8.7B | 0.98% | |
| 31 | CVXCHEVRON CORP NEW | 58,523 | $8.4B | 0.95% | |
| 32 | WMTWALMART INC | 85,347 | $8.3B | 0.94% | |
| 33 | RCLROYAL CARIBBEAN GROUP | 26,031 | $8.2B | 0.92% | |
| 34 | LMTLOCKHEED MARTIN CORP | 17,201 | $8.0B | 0.90% | |
| 35 | NOCNORTHROP GRUMMAN CORP | 15,543 | $7.8B | 0.88% | |
| 36 | HDHOME DEPOT INC | 21,126 | $7.7B | 0.87% | |
| 37 | SOSOUTHERN CO | 82,844 | $7.6B | 0.86% | |
| 38 | GDGENERAL DYNAMICS CORP | 26,059 | $7.6B | 0.86% | |
| 39 | GILDGILEAD SCIENCES INC | 62,856 | $7.0B | 0.79% | |
| 40 | ABBVABBVIE INC | 37,505 | $7.0B | 0.79% | |
| 41 | MAMASTERCARD INCORPORATED | 12,300 | $6.9B | 0.78% | |
| 42 | TSNTYSON FOODS INC | 113,454 | $6.3B | 0.72% | |
| 43 | GSGOLDMAN SACHS GROUP INC | 8,758 | $6.2B | 0.70% | |
| 44 | MRKMERCK & CO INC | 75,866 | $6.0B | 0.68% | |
| 45 | AJGGALLAGHER ARTHUR J & CO | 18,634 | $6.0B | 0.67% | |
| 46 | NDQINVESCO QQQ TR | 10,770 | $5.9B | 0.67% | |
| 47 | UBERUBER TECHNOLOGIES INC | 61,374 | $5.7B | 0.65% | |
| 48 | JPMJPMORGAN CHASE & CO. | 18,824 | $5.5B | 0.62% | |
| 49 | VOOVANGUARD INDEX FDS | 9,552 | $5.4B | 0.61% | |
| 50 | FTNTFORTINET INC | 51,148 | $5.4B | 0.61% | |
| 51 | PSTGPURE STORAGE INC | 90,440 | $5.2B | 0.59% | |
| 52 | ORLYOREILLY AUTOMOTIVE INC | 56,940 | $5.1B | 0.58% | |
| 53 | INGRINGREDION INC | 37,003 | $5.0B | 0.57% | |
| 54 | CMGCHIPOTLE MEXICAN GRILL INC | 86,071 | $4.8B | 0.55% | |
| 55 | FANGDIAMONDBACK ENERGY INC | 34,145 | $4.7B | 0.53% | |
| 56 | TMOTHERMO FISHER SCIENTIFIC INC | 11,483 | $4.7B | 0.53% | |
| 57 | OTISOTIS WORLDWIDE CORP | 38,931 | $3.9B | 0.44% | |
| 58 | VLTOVERALTO CORP | 36,253 | $3.7B | 0.41% | |
| 59 | TPDSOMNIGROUP INTERNATIONAL INC | 53,479 | $3.6B | 0.41% | |
| 60 | XYZBLOCK INC | 52,531 | $3.6B | 0.40% | |
| 61 | ACNACCENTURE PLC IRELAND | 11,909 | $3.6B | 0.40% | |
| 62 | SPYSPDR S&P 500 ETF TR | 5,488 | $3.4B | 0.38% | |
| 63 | MGKVANGUARD WORLD FD | 8,645 | $3.2B | 0.36% | |
| 64 | GOOGALPHABET INC | 17,472 | $3.1B | 0.35% | |
| 65 | IVWISHARES TR | 27,984 | $3.1B | 0.35% | |
| 66 | XLESELECT SECTOR SPDR TR | 36,086 | $3.1B | 0.35% | |
| 67 | METAMETA PLATFORMS INC | 4,080 | $3.0B | 0.34% | |
| 68 | BLKBLACKROCK INC | 2,858 | $3.0B | 0.34% | |
| 69 | IVVISHARES TR | 4,749 | $2.9B | 0.33% | |
| 70 | EMREMERSON ELEC CO | 21,870 | $2.9B | 0.33% | |
| 71 | DGROISHARES TR | 41,108 | $2.6B | 0.30% | |
| 72 | VFLOVICTORY PORTFOLIOS II | 74,149 | $2.6B | 0.30% | |
| 73 | NKENIKE INC | 35,987 | $2.6B | 0.29% | |
| 74 | RECSCOLUMBIA ETF TR I | 64,672 | $2.4B | 0.27% | |
| 75 | IWFISHARES TR | 5,589 | $2.4B | 0.27% | |
| 76 | FISVFISERV INC | 12,930 | $2.2B | 0.25% | |
| 77 | ORCLORACLE CORP | 9,688 | $2.1B | 0.24% | |
| 78 | LRCXLAM RESEARCH CORP | 21,346 | $2.1B | 0.23% | |
| 79 | ITWILLINOIS TOOL WKS INC | 8,025 | $2.0B | 0.22% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 6,200 | $1.9B | 0.22% | |
| 81 | NOBLPROSHARES TR | 16,485 | $1.7B | 0.19% | |
| 82 | SPYMSPDR SERIES TRUST | 22,145 | $1.6B | 0.18% | |
| 83 | ULUNILEVER PLC | 26,181 | $1.6B | 0.18% | |
| 84 | LINLINDE PLC | 3,283 | $1.5B | 0.17% | |
| 85 | AMGNAMGEN INC | 5,433 | $1.5B | 0.17% | |
| 86 | CSCOCISCO SYS INC | 20,768 | $1.4B | 0.16% | |
| 87 | AXPAMERICAN EXPRESS CO | 4,408 | $1.4B | 0.16% | |
| 88 | SRESEMPRA | 18,467 | $1.4B | 0.16% | |
| 89 | ABTABBOTT LABS | 10,235 | $1.4B | 0.16% | |
| 90 | IJHISHARES TR | 22,340 | $1.4B | 0.16% | |
| 91 | ETNEATON CORP PLC | 3,821 | $1.4B | 0.15% | |
| 92 | VONGVANGUARD SCOTTSDALE FDS | 12,287 | $1.3B | 0.15% | |
| 93 | SYKSTRYKER CORPORATION | 3,326 | $1.3B | 0.15% | |
| 94 | PZAINVESCO EXCH TRADED FD TR II | 58,550 | $1.3B | 0.15% | |
| 95 | ROKROCKWELL AUTOMATION INC | 3,940 | $1.3B | 0.15% | |
| 96 | HONHONEYWELL INTL INC | 5,616 | $1.3B | 0.15% | |
| 97 | LOWLOWES COS INC | 5,675 | $1.3B | 0.14% | |
| 98 | PAYCPAYCOM SOFTWARE INC | 5,334 | $1.2B | 0.14% | |
| 99 | IJRISHARES TR | 11,280 | $1.2B | 0.14% | |
| 100 | SHWSHERWIN WILLIAMS CO | 3,423 | $1.2B | 0.13% |
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