SPIREPOINT PRIVATE CLIENT, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$1.0T
Holdings
313
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (313 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UPSUNITED PARCEL SERVICE INC | 1,026,359 | $101.8B | 9.73% | |
| 2 | AAPLAPPLE INC | 170,031 | $46.2B | 4.42% | |
| 3 | VOOVANGUARD INDEX FDS | 70,352 | $44.1B | 4.22% | |
| 4 | MSFTMICROSOFT CORP | 79,362 | $38.4B | 3.67% | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 204,600 | $36.4B | 3.48% | |
| 6 | AVGOBROADCOM INC | 92,908 | $32.2B | 3.07% | |
| 7 | GOOGLALPHABET INC | 94,549 | $29.6B | 2.83% | |
| 8 | NVDANVIDIA CORPORATION | 147,074 | $27.4B | 2.62% | |
| 9 | CLHCLEAN HARBORS INC | 105,852 | $24.8B | 2.37% | |
| 10 | JNJJOHNSON & JOHNSON | 106,935 | $22.1B | 2.12% | |
| 11 | AMZNAMAZON COM INC | 95,138 | $22.0B | 2.10% | |
| 12 | LLYELI LILLY & CO | 18,950 | $20.4B | 1.95% | |
| 13 | XLKSELECT SECTOR SPDR TR | 123,220 | $17.7B | 1.70% | |
| 14 | AMLPALPS ETF TR | 373,406 | $17.6B | 1.68% | |
| 15 | XLUSELECT SECTOR SPDR TR | 392,441 | $16.8B | 1.60% | |
| 16 | NEENEXTERA ENERGY INC | 187,246 | $15.0B | 1.44% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 62,502 | $13.7B | 1.31% | |
| 18 | VVISA INC | 37,009 | $13.0B | 1.24% | |
| 19 | BNDVANGUARD BD INDEX FDS | 174,580 | $12.9B | 1.24% | |
| 20 | TJXTJX COS INC NEW | 82,646 | $12.7B | 1.21% | |
| 21 | XOMEXXON MOBIL CORP | 102,787 | $12.4B | 1.18% | |
| 22 | PANWPALO ALTO NETWORKS INC | 66,729 | $12.3B | 1.17% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 24,214 | $12.2B | 1.16% | |
| 24 | AXONAXON ENTERPRISE INC | 20,295 | $11.5B | 1.10% | |
| 25 | WMTWALMART INC | 102,822 | $11.5B | 1.09% | |
| 26 | ABBVABBVIE INC | 47,916 | $10.9B | 1.05% | |
| 27 | CVXCHEVRON CORP NEW | 71,511 | $10.9B | 1.04% | |
| 28 | GDGENERAL DYNAMICS CORP | 31,585 | $10.6B | 1.02% | |
| 29 | VTEBVANGUARD MUN BD FDS | 191,675 | $9.6B | 0.92% | |
| 30 | NOCNORTHROP GRUMMAN CORP | 16,868 | $9.6B | 0.92% | |
| 31 | JPMJPMORGAN CHASE & CO. | 29,562 | $9.5B | 0.91% | |
| 32 | GILDGILEAD SCIENCES INC | 76,346 | $9.4B | 0.90% | |
| 33 | BSXBOSTON SCIENTIFIC CORP | 94,084 | $9.0B | 0.86% | |
| 34 | SOSOUTHERN CO | 97,631 | $8.5B | 0.81% | |
| 35 | RIVNRIVIAN AUTOMOTIVE INC | 431,960 | $8.5B | 0.81% | |
| 36 | MAMASTERCARD INCORPORATED | 14,558 | $8.3B | 0.79% | |
| 37 | LMTLOCKHEED MARTIN CORP | 16,771 | $8.1B | 0.78% | |
| 38 | NDQINVESCO QQQ TR | 13,031 | $8.0B | 0.77% | |
| 39 | GSGOLDMAN SACHS GROUP INC | 8,788 | $7.7B | 0.74% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 8,694 | $7.5B | 0.72% | |
| 41 | TMOTHERMO FISHER SCIENTIFIC INC | 12,841 | $7.4B | 0.71% | |
| 42 | PGPROCTER AND GAMBLE CO | 50,768 | $7.3B | 0.70% | |
| 43 | UBERUBER TECHNOLOGIES INC | 87,287 | $7.1B | 0.68% | |
| 44 | JEPIJ P MORGAN EXCHANGE TRADED F | 123,180 | $7.0B | 0.67% | |
| 45 | GOOGALPHABET INC | 20,316 | $6.4B | 0.61% | |
| 46 | RCLROYAL CARIBBEAN GROUP | 22,373 | $6.2B | 0.60% | |
| 47 | PSTGPURE STORAGE INC | 90,440 | $6.1B | 0.58% | |
| 48 | IWFISHARES TR | 12,563 | $5.9B | 0.57% | |
| 49 | AJGGALLAGHER ARTHUR J & CO | 21,973 | $5.7B | 0.54% | |
| 50 | ORLYOREILLY AUTOMOTIVE INC | 56,520 | $5.2B | 0.49% | |
| 51 | TPDSOMNIGROUP INTERNATIONAL INC | 56,911 | $5.1B | 0.49% | |
| 52 | FTNTFORTINET INC | 51,738 | $4.1B | 0.39% | |
| 53 | OTISOTIS WORLDWIDE CORP | 44,243 | $3.9B | 0.37% | |
| 54 | MGKVANGUARD WORLD FD | 8,973 | $3.7B | 0.35% | |
| 55 | SPYSPDR S&P 500 ETF TR | 5,347 | $3.6B | 0.35% | |
| 56 | IVVISHARES TR | 5,249 | $3.6B | 0.34% | |
| 57 | LRCXLAM RESEARCH CORP | 20,619 | $3.5B | 0.34% | |
| 58 | IVWISHARES TR | 28,237 | $3.5B | 0.33% | |
| 59 | XYZBLOCK INC | 52,531 | $3.4B | 0.33% | |
| 60 | METAMETA PLATFORMS INC | 5,173 | $3.4B | 0.33% | |
| 61 | CMGCHIPOTLE MEXICAN GRILL INC | 85,869 | $3.2B | 0.30% | |
| 62 | ACNACCENTURE PLC IRELAND | 11,841 | $3.2B | 0.30% | |
| 63 | VFLOVICTORY PORTFOLIOS II | 80,339 | $3.2B | 0.30% | |
| 64 | DGROISHARES TR | 44,371 | $3.1B | 0.29% | |
| 65 | BLKBLACKROCK INC | 2,746 | $2.9B | 0.28% | |
| 66 | EMREMERSON ELEC CO | 22,082 | $2.9B | 0.28% | |
| 67 | XLESELECT SECTOR SPDR TR | 65,025 | $2.9B | 0.28% | |
| 68 | PHYS/USPROTT ASSET MANAGEMENT LP | 86,865 | $2.9B | 0.27% | |
| 69 | RECSCOLUMBIA ETF TR I | 70,002 | $2.9B | 0.27% | |
| 70 | TRVCCITIGROUP INC | 21,771 | $2.5B | 0.24% | |
| 71 | ANETARISTA NETWORKS INC | 18,257 | $2.4B | 0.23% | |
| 72 | HDHOME DEPOT INC | 6,922 | $2.4B | 0.23% | |
| 73 | NKENIKE INC | 36,130 | $2.3B | 0.22% | |
| 74 | PSLV/USPROTT ASSET MANAGEMENT LP | 96,200 | $2.3B | 0.22% | |
| 75 | IWDISHARES TR | 10,595 | $2.2B | 0.21% | |
| 76 | ORCLORACLE CORP | 11,109 | $2.2B | 0.21% | |
| 77 | AXPAMERICAN EXPRESS CO | 5,441 | $2.0B | 0.19% | |
| 78 | ITWILLINOIS TOOL WKS INC | 8,100 | $2.0B | 0.19% | |
| 79 | AMGNAMGEN INC | 5,882 | $1.9B | 0.18% | |
| 80 | SPYMSPDR SERIES TRUST | 23,385 | $1.9B | 0.18% | |
| 81 | TSLATESLA INC | 3,920 | $1.8B | 0.17% | |
| 82 | BACBANK AMERICA CORP | 31,704 | $1.7B | 0.17% | |
| 83 | CSCOCISCO SYS INC | 22,312 | $1.7B | 0.16% | |
| 84 | ULUNILEVER PLC | 25,596 | $1.7B | 0.16% | |
| 85 | APPAPPLOVIN CORP | 2,453 | $1.7B | 0.16% | |
| 86 | 4I1PHILIP MORRIS INTL INC | 10,198 | $1.6B | 0.16% | |
| 87 | SRESEMPRA | 18,240 | $1.6B | 0.15% | |
| 88 | ADPAUTOMATIC DATA PROCESSING IN | 6,206 | $1.6B | 0.15% | |
| 89 | NOBLPROSHARES TR | 15,340 | $1.6B | 0.15% | |
| 90 | VONGVANGUARD SCOTTSDALE FDS | 13,075 | $1.6B | 0.15% | |
| 91 | IJHISHARES TR | 24,057 | $1.6B | 0.15% | |
| 92 | VSCOVICTORIAS SECRET AND CO | 28,799 | $1.6B | 0.15% | |
| 93 | ROKROCKWELL AUTOMATION INC | 3,940 | $1.5B | 0.15% | |
| 94 | PEPPEPSICO INC | 10,623 | $1.5B | 0.15% | |
| 95 | LINLINDE PLC | 3,519 | $1.5B | 0.14% | |
| 96 | IJRISHARES TR | 11,905 | $1.4B | 0.14% | |
| 97 | MCDMCDONALDS CORP | 4,673 | $1.4B | 0.14% | |
| 98 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,464 | $1.4B | 0.13% | |
| 99 | LOWLOWES COS INC | 5,623 | $1.4B | 0.13% | |
| 100 | CLSCELESTICA INC | 4,406 | $1.3B | 0.12% |
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