Filed: 1/27/2025ACC: 0002022908-25-000001
📋 What this filing means
SPIREPOINT PRIVATE CLIENT, LLC filed this quarterly 13F‑HR report disclosing 220 equity positions with a total reported market value of $797.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
220
Positions
$797.89M
Total AUM (reported)
6.37M
Total Shares
Allocation by class
COM$452.59M56.7%
CL B$137.69M17.3%
CL A$32.91M4.1%
COM CL A$23.27M2.9%
CAP STK CL A$16.22M2.0%
ALERIAN MLP$13.53M1.7%
TECHNOLOGY$12.35M1.5%
Portfolio Concentration
Top 3$204.00M25.6%
4–10$128.68M16.1%
11–25$167.46M21.0%
Rest$297.76M37.3%
Top 3 weight
25.6%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 6.37M
Sole
Full voting authority
6.37M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole220
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings220
Rows:
UNITED PARCEL SERVICE INC
SOLEShares1.09M
TypeSH
Market value$136.83M
17.15%
Sole
1.09M
Shared
0.00
None
0.00
APPLE INC
SOLEShares145.43K
TypeSH
Market value$36.42M
4.56%
Sole
145.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares72.95K
TypeSH
Market value$30.75M
3.85%
Sole
72.95K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares109.56K
TypeSH
Market value$25.22M
3.16%
Sole
109.56K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares87.57K
TypeSH
Market value$20.30M
2.54%
Sole
87.57K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares138.48K
TypeSH
Market value$18.60M
2.33%
Sole
138.48K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares224.50K
TypeSH
Market value$16.98M
2.13%
Sole
224.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares77.09K
TypeSH
Market value$16.91M
2.12%
Sole
77.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.66K
TypeSH
Market value$16.22M
2.03%
Sole
85.66K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares86.23K
TypeSH
Market value$14.46M
1.81%
Sole
86.23K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares97.12K
TypeSH
Market value$14.04M
1.76%
Sole
97.12K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares280.99K
TypeSH
Market value$13.53M
1.70%
Sole
280.99K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares56.46K
TypeSH
Market value$13.02M
1.63%
Sole
56.46K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares174.57K
TypeSH
Market value$12.51M
1.57%
Sole
174.57K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares53.13K
TypeSH
Market value$12.35M
1.55%
Sole
53.13K
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares927.87K
TypeSH
Market value$12.34M
1.55%
Sole
927.87K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares15.12K
TypeSH
Market value$11.67M
1.46%
Sole
15.12K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares12.29K
TypeSH
Market value$11.26M
1.41%
Sole
12.29K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares209.57K
TypeSH
Market value$10.51M
1.32%
Sole
209.57K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares56.88K
TypeSH
Market value$10.35M
1.30%
Sole
56.88K
Shared
0.00
None
0.00
VISA INC
SOLEShares32.32K
TypeSH
Market value$10.21M
1.28%
Sole
32.32K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares16.12K
TypeSH
Market value$9.58M
1.20%
Sole
16.12K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares115.70K
TypeSH
Market value$8.76M
1.10%
Sole
115.70K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares81K
TypeSH
Market value$8.71M
1.09%
Sole
81K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares16.98K
TypeSH
Market value$8.59M
1.08%
Sole
16.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INCSOLE | CL B | 1.09M | SH | $136.83M 17.15% | 1.09M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 145.43K | SH | $36.42M 4.56% | 145.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 72.95K | SH | $30.75M 3.85% | 72.95K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 109.56K | SH | $25.22M 3.16% | 109.56K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 87.57K | SH | $20.30M 2.54% | 87.57K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 138.48K | SH | $18.60M 2.33% | 138.48K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 224.50K | SH | $16.98M 2.13% | 224.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 77.09K | SH | $16.91M 2.12% | 77.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 85.66K | SH | $16.22M 2.03% | 85.66K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 86.23K | SH | $14.46M 1.81% | 86.23K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 97.12K | SH | $14.04M 1.76% | 97.12K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 280.99K | SH | $13.53M 1.70% | 280.99K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 56.46K | SH | $13.02M 1.63% | 56.46K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 174.57K | SH | $12.51M 1.57% | 174.57K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 53.13K | SH | $12.35M 1.55% | 53.13K | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 927.87K | SH | $12.34M 1.55% | 927.87K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 15.12K | SH | $11.67M 1.46% | 15.12K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 12.29K | SH | $11.26M 1.41% | 12.29K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 209.57K | SH | $10.51M 1.32% | 209.57K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 56.88K | SH | $10.35M 1.30% | 56.88K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 32.32K | SH | $10.21M 1.28% | 32.32K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 16.12K | SH | $9.58M 1.20% | 16.12K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 115.70K | SH | $8.76M 1.10% | 115.70K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 81K | SH | $8.71M 1.09% | 81K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 16.98K | SH | $8.59M 1.08% | 16.98K | 0.00 | 0.00 |
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