Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SPIREPOINT PRIVATE CLIENT, LLC (CIK 2022908) reported $1.05B across 319 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UPS ($101.0M, 9.60%), AAPL ($43.7M, 4.16%), VOO ($31.7M, 3.02%), AVGO ($31.4M, 2.99%), MSFT ($30.5M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SVCS INC | $101.0M | 9.60% | 1.0M | Hold |
| 2 | AAPL | APPLE INC | $43.7M | 4.16% | 172,126 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $31.7M | 3.02% | 53,120 | Trimmed |
| 4 | AVGO | BROADCOM INC | $31.4M | 2.99% | 101,558 | Added |
| 5 | MSFT | MICROSOFT CORP | $30.5M | 2.90% | 82,374 | Added |
| 6 | CLH | CLEAN HARBORS INC | $30.4M | 2.89% | 106,046 | Added |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $30.2M | 2.87% | 206,589 | Added |
| 8 | GOOGL | ALPHABET INC | $27.9M | 2.66% | 97,182 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $26.7M | 2.54% | 109,419 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $26.0M | 2.48% | 149,346 | Added |
| 11 | AMLP | ALPS ETF TR | $22.4M | 2.13% | 424,860 | Added |
| 12 | AMZN | AMAZON COM INC | $21.1M | 2.01% | 101,239 | Added |
| 13 | LLY | ELI LILLY & CO | $18.3M | 1.74% | 19,906 | Added |
| 14 | NEE | NEXTERA ENERGY INC | $18.1M | 1.72% | 194,786 | Added |
| 15 | XOM | EXXON MOBIL CORP | $18.0M | 1.71% | 106,087 | Added |
| 16 | XLK | SELECT SECTOR SPDR TR | $17.4M | 1.66% | 131,150 | Added |
| 17 | CVX | CHEVRON CORPORATION | $16.1M | 1.53% | 77,674 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $15.1M | 1.44% | 205,373 | Added |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $14.3M | 1.36% | 66,284 | Added |
| 20 | TJX | TJX COS INC NEW | $13.6M | 1.30% | 85,442 | Added |
| 21 | WMT | WALMART INC | $13.5M | 1.28% | 108,286 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.7M | 1.20% | 26,425 | Added |
| 23 | NOC | NORTHROP GRUMMAN CORP | $11.9M | 1.13% | 17,490 | Added |
| 24 | V | VISA INC | $11.7M | 1.11% | 38,737 | Added |
| 25 | GD | GENERAL DYNAMICS CORP | $11.6M | 1.11% | 33,863 | Added |
Source: SEC Form 13F filings · as of 2026-03-31