Filed: 4/23/2025ACC: 0002022908-25-000004
📋 What this filing means
SPIREPOINT PRIVATE CLIENT, LLC filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $765.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$765.46M
Total AUM (reported)
6.60M
Total Shares
Allocation by class
COM$429.94M56.2%
CL B$119.65M15.6%
CL A$36.65M4.8%
COM CL A$22.15M2.9%
ALERIAN MLP$16.10M2.1%
CAP STK CL A$13.40M1.8%
TECHNOLOGY$11.11M1.5%
Portfolio Concentration
Top 3$178.80M23.4%
4–10$117.51M15.4%
11–25$164.67M21.5%
Rest$304.47M39.8%
Top 3 weight
23.4%
Top 10 weight
38.7%
Voting Authority Distribution
Total shares with voting rights: 6.60M
Sole
Full voting authority
6.60M
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)
Sole214
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings214
Rows:
UNITED PARCEL SERVICE INC
SOLEShares1.08M
TypeSH
Market value$119.13M
15.56%
Sole
1.08M
Shared
0.00
None
0.00
APPLE INC
SOLEShares144.18K
TypeSH
Market value$32.03M
4.18%
Sole
144.18K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares73.65K
TypeSH
Market value$27.65M
3.61%
Sole
73.65K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares109.56K
TypeSH
Market value$21.60M
2.82%
Sole
109.56K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares212.72K
TypeSH
Market value$17.95M
2.35%
Sole
212.72K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares100.83K
TypeSH
Market value$16.72M
2.18%
Sole
100.83K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares309.90K
TypeSH
Market value$16.10M
2.10%
Sole
309.90K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares90.30K
TypeSH
Market value$15.12M
1.98%
Sole
90.30K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares88.16K
TypeSH
Market value$15.02M
1.96%
Sole
88.16K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares78.86K
TypeSH
Market value$15.00M
1.96%
Sole
78.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares138.27K
TypeSH
Market value$14.99M
1.96%
Sole
138.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.66K
TypeSH
Market value$13.40M
1.75%
Sole
86.66K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares184.15K
TypeSH
Market value$13.05M
1.71%
Sole
184.15K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares15.77K
TypeSH
Market value$13.03M
1.70%
Sole
15.77K
Shared
0.00
None
0.00
VISA INC
SOLEShares32.33K
TypeSH
Market value$11.33M
1.48%
Sole
32.33K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares53.79K
TypeSH
Market value$11.11M
1.45%
Sole
53.79K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares137.79K
TypeSH
Market value$10.86M
1.42%
Sole
137.79K
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares827.86K
TypeSH
Market value$10.31M
1.35%
Sole
827.86K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares85.06K
TypeSH
Market value$10.12M
1.32%
Sole
85.06K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares58.73K
TypeSH
Market value$9.82M
1.28%
Sole
58.73K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares57.52K
TypeSH
Market value$9.82M
1.28%
Sole
57.52K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares18.46K
TypeSH
Market value$9.71M
1.27%
Sole
18.46K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares187.79K
TypeSH
Market value$9.32M
1.22%
Sole
187.79K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares88.45K
TypeSH
Market value$9.04M
1.18%
Sole
88.45K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares72.07K
TypeSH
Market value$8.78M
1.15%
Sole
72.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INCSOLE | CL B | 1.08M | SH | $119.13M 15.56% | 1.08M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 144.18K | SH | $32.03M 4.18% | 144.18K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 73.65K | SH | $27.65M 3.61% | 73.65K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 109.56K | SH | $21.60M 2.82% | 109.56K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 212.72K | SH | $17.95M 2.35% | 212.72K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 100.83K | SH | $16.72M 2.18% | 100.83K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 309.90K | SH | $16.10M 2.10% | 309.90K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 90.30K | SH | $15.12M 1.98% | 90.30K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 88.16K | SH | $15.02M 1.96% | 88.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.86K | SH | $15.00M 1.96% | 78.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 138.27K | SH | $14.99M 1.96% | 138.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 86.66K | SH | $13.40M 1.75% | 86.66K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 184.15K | SH | $13.05M 1.71% | 184.15K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 15.77K | SH | $13.03M 1.70% | 15.77K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 32.33K | SH | $11.33M 1.48% | 32.33K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 53.79K | SH | $11.11M 1.45% | 53.79K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 137.79K | SH | $10.86M 1.42% | 137.79K | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 827.86K | SH | $10.31M 1.35% | 827.86K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 85.06K | SH | $10.12M 1.32% | 85.06K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 58.73K | SH | $9.82M 1.28% | 58.73K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 57.52K | SH | $9.82M 1.28% | 57.52K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 18.46K | SH | $9.71M 1.27% | 18.46K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 187.79K | SH | $9.32M 1.22% | 187.79K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 88.45K | SH | $9.04M 1.18% | 88.45K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 72.07K | SH | $8.78M 1.15% | 72.07K | 0.00 | 0.00 |
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