Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| United Parcel Svcs Inc.CL B | CL B | $110M | 8.9% |
| Apple Inc.COM | COM | $49.7M | 4.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $43.1M | 3.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $43M | 3.5% |
| Broadcom Inc.COM | COM | $42.7M | 3.5% |
| Nvidia CorporationCOM | COM | $36.1M | 2.9% |
| Microsoft Corp.COM | COM | $34.5M | 2.8% |
| Clean Harbors Inc.COM | COM | $31.6M | 2.6% |
| Palo Alto Networks Inc.COM | COM | $29.5M | 2.4% |
| Amazon Com Inc.COM | COM | $28.5M | 2.3% |
| Johnson & JohnsonCOM | COM | $27.7M | 2.2% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $25.3M | 2.0% |
| Palantir Technologies Inc.CL A | CL A | $24.3M | 2.0% |
| Eli Lilly & COCOM | COM | $24.2M | 2.0% |
| Alps ETF TRALERIAN MLP | ALERIAN MLP | $23.3M | 1.9% |
| Lam Research Corp.COM NEW | COM NEW | $19.6M | 1.6% |
| Nextera Energy Inc.COM | COM | $17.3M | 1.4% |
| iShares TRISHARES SEMICDTR | ISHARES SEMICDTR | $16.9M | 1.4% |
| General Dynamics Corp.COM | COM | $16.7M | 1.4% |
| Exxon Mobil Corp.COM | COM | $14.5M | 1.2% |
| Axon Enterprise Inc.COM | COM | $14.5M | 1.2% |
| Arista Networks Inc.COM SHS | COM SHS | $14.3M | 1.2% |
| Visa Inc.COM CL A | COM CL A | $13.5M | 1.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $13.5M | 1.1% |
| Chevron CorporationCOM | COM | $13.3M | 1.1% |
| TJX Cos Inc. NewCOM | COM | $13.1M | 1.1% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $13M | 1.1% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $13M | 1.1% |
| Walmart Inc.COM | COM | $12.3M | 1.0% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $12.2M | 1.0% |
| KLA Corp.COM NEW | COM NEW | $11.9M | 1.0% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $10.9M | 0.9% |
| Gilead Sciences Inc.COM | COM | $10.3M | 0.8% |
| Southern COCOM | COM | $10.1M | 0.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $10M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $9.47M | 0.8% |
| Northrop Grumman Corp.COM | COM | $8.92M | 0.7% |
| Goldman Sachs Group Inc.COM | COM | $8.88M | 0.7% |
| Mastercard IncorporatedCL A | CL A | $8.33M | 0.7% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $8.01M | 0.6% |
| Chubb LimitedCOM | COM | $7.66M | 0.6% |
| Uber Technologies Inc.COM | COM | $7.56M | 0.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $7.54M | 0.6% |
| Rivian Automotive Inc.COM CL A | COM CL A | $7.5M | 0.6% |
| Procter & Gamble COCOM | COM | $7.49M | 0.6% |
| Costco Wholesale CorporationCOM | COM | $7.4M | 0.6% |
| Madison Square Garden EntmtCOM CL A | COM CL A | $7.28M | 0.6% |
| Everpure Inc.CL A | CL A | $7.13M | 0.6% |
| Abbvie Inc.COM | COM | $6.74M | 0.5% |
| Servicenow Inc.COM | COM | $6.49M | 0.5% |
United Parcel Svcs Inc.CL B$110M
- Class
- CL B
- Share
- 8.9%
Apple Inc.COM$49.7M
- Class
- COM
- Share
- 4.0%
Alphabet Inc.CAP STK CL A$43.1M
- Class
- CAP STK CL A
- Share
- 3.5%
Vanguard Index FdsS&P 500 ETF SHS$43M
- Class
- S&P 500 ETF SHS
- Share
- 3.5%
Broadcom Inc.COM$42.7M
- Class
- COM
- Share
- 3.5%
Nvidia CorporationCOM$36.1M
- Class
- COM
- Share
- 2.9%
Microsoft Corp.COM$34.5M
- Class
- COM
- Share
- 2.8%
Clean Harbors Inc.COM$31.6M
- Class
- COM
- Share
- 2.6%
Palo Alto Networks Inc.COM$29.5M
- Class
- COM
- Share
- 2.4%
Amazon Com Inc.COM$28.5M
- Class
- COM
- Share
- 2.3%
Johnson & JohnsonCOM$27.7M
- Class
- COM
- Share
- 2.2%
Select Sector SPDR TRST STR TECHN ETF$25.3M
- Class
- ST STR TECHN ETF
- Share
- 2.0%
Palantir Technologies Inc.CL A$24.3M
- Class
- CL A
- Share
- 2.0%
Eli Lilly & COCOM$24.2M
- Class
- COM
- Share
- 2.0%
Alps ETF TRALERIAN MLP$23.3M
- Class
- ALERIAN MLP
- Share
- 1.9%
Lam Research Corp.COM NEW$19.6M
- Class
- COM NEW
- Share
- 1.6%
Nextera Energy Inc.COM$17.3M
- Class
- COM
- Share
- 1.4%
iShares TRISHARES SEMICDTR$16.9M
- Class
- ISHARES SEMICDTR
- Share
- 1.4%
General Dynamics Corp.COM$16.7M
- Class
- COM
- Share
- 1.4%
Exxon Mobil Corp.COM$14.5M
- Class
- COM
- Share
- 1.2%
Axon Enterprise Inc.COM$14.5M
- Class
- COM
- Share
- 1.2%
Arista Networks Inc.COM SHS$14.3M
- Class
- COM SHS
- Share
- 1.2%
Visa Inc.COM CL A$13.5M
- Class
- COM CL A
- Share
- 1.1%
Berkshire Hathaway Inc. DelCL B NEW$13.5M
- Class
- CL B NEW
- Share
- 1.1%
Chevron CorporationCOM$13.3M
- Class
- COM
- Share
- 1.1%
TJX Cos Inc. NewCOM$13.1M
- Class
- COM
- Share
- 1.1%
Taiwan Semiconductor ManufacSPONSORED ADS$13M
- Class
- SPONSORED ADS
- Share
- 1.1%
Vanguard BD Index FdsTOTAL BND MRKT$13M
- Class
- TOTAL BND MRKT
- Share
- 1.1%
Walmart Inc.COM$12.3M
- Class
- COM
- Share
- 1.0%
Vanguard Specialized FundsDIV APP ETF$12.2M
- Class
- DIV APP ETF
- Share
- 1.0%
KLA Corp.COM NEW$11.9M
- Class
- COM NEW
- Share
- 1.0%
Vanguard Mun BD FdsTAX EXEMPT BD$10.9M
- Class
- TAX EXEMPT BD
- Share
- 0.9%
Gilead Sciences Inc.COM$10.3M
- Class
- COM
- Share
- 0.8%
Southern COCOM$10.1M
- Class
- COM
- Share
- 0.8%
Invesco Qqq TRUNIT SER 1$10M
- Class
- UNIT SER 1
- Share
- 0.8%
JPMORGAN Chase & COCOM$9.47M
- Class
- COM
- Share
- 0.8%
Northrop Grumman Corp.COM$8.92M
- Class
- COM
- Share
- 0.7%
Goldman Sachs Group Inc.COM$8.88M
- Class
- COM
- Share
- 0.7%
Mastercard IncorporatedCL A$8.33M
- Class
- CL A
- Share
- 0.7%
J P Morgan Exchange Traded FEQUITY PREMIUM$8.01M
- Class
- EQUITY PREMIUM
- Share
- 0.6%
Chubb LimitedCOM$7.66M
- Class
- COM
- Share
- 0.6%
Uber Technologies Inc.COM$7.56M
- Class
- COM
- Share
- 0.6%
Alphabet Inc.CAP STK CL C$7.54M
- Class
- CAP STK CL C
- Share
- 0.6%
Rivian Automotive Inc.COM CL A$7.5M
- Class
- COM CL A
- Share
- 0.6%
Procter & Gamble COCOM$7.49M
- Class
- COM
- Share
- 0.6%
Costco Wholesale CorporationCOM$7.4M
- Class
- COM
- Share
- 0.6%
Madison Square Garden EntmtCOM CL A$7.28M
- Class
- COM CL A
- Share
- 0.6%
Everpure Inc.CL A$7.13M
- Class
- CL A
- Share
- 0.6%
Abbvie Inc.COM$6.74M
- Class
- COM
- Share
- 0.5%
Servicenow Inc.COM$6.49M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 332 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2022908
- File number
- 028-24128
- Options
- 0 call, 0 put
- In the 25 largest
- 58.9%
- Prior quarter
- $1.05B at 31 March 2026
- Positions opened
- 27
- Positions closed
- 17
Common questions
What are SpirePoint Private Client’s 13F holdings worth?
$1.23 billion across 332 positions for the quarter ended 30 June 2026.
What is SpirePoint Private Client’s largest 13F holding?
UNITED PARCEL SVCS INC (CL B) was the largest position at $110 million, or 8.9% of reported 13F value, as of 30 June 2026.
How concentrated is SpirePoint Private Client’s 13F portfolio?
The ten largest positions accounted for 36.3% of reported value and the twenty-five largest for 58.9%, across 332 positions as of 30 June 2026.
Does Form 13F show everything SpirePoint Private Client manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does SpirePoint Private Client file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.