Filed: 1/22/2026ACC: 0002022908-26-000001
📋 What this filing means
SPIREPOINT PRIVATE CLIENT, LLC filed this quarterly 13F‑HR report disclosing 313 equity positions with a total reported market value of $1.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
313
Positions
$1.05B
Total AUM (reported)
7.98M
Total Shares
Allocation by class
COM$563.59M53.9%
CL B$104.84M10.0%
CL A$59.72M5.7%
S&P 500 ETF SHS$44.12M4.2%
CAP STK CL A$29.59M2.8%
COM CL A$25.25M2.4%
STATE STREET TEC$17.74M1.7%
Portfolio Concentration
Top 3$192.15M18.4%
4–10$210.88M20.2%
11–25$221.56M21.2%
Rest$421.71M40.3%
Top 3 weight
18.4%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 7.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole313
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings313
Rows:
UNITED PARCEL SERVICE INC
SOLEShares1.03M
TypeSH
Market value$101.80M
9.73%
Sole
0.00
Shared
0.00
None
1.03M
APPLE INC
SOLEShares170.03K
TypeSH
Market value$46.22M
4.42%
Sole
0.00
Shared
0.00
None
170.03K
VANGUARD INDEX FDS
SOLEShares70.35K
TypeSH
Market value$44.12M
4.22%
Sole
0.00
Shared
0.00
None
70.35K
MICROSOFT CORP
SOLEShares79.36K
TypeSH
Market value$38.38M
3.67%
Sole
0.00
Shared
0.00
None
79.36K
PALANTIR TECHNOLOGIES INC
SOLEShares204.60K
TypeSH
Market value$36.37M
3.48%
Sole
0.00
Shared
0.00
None
204.60K
BROADCOM INC
SOLEShares92.91K
TypeSH
Market value$32.16M
3.07%
Sole
0.00
Shared
0.00
None
92.91K
ALPHABET INC
SOLEShares94.55K
TypeSH
Market value$29.59M
2.83%
Sole
0.00
Shared
0.00
None
94.55K
NVIDIA CORPORATION
SOLEShares147.07K
TypeSH
Market value$27.43M
2.62%
Sole
0.00
Shared
0.00
None
147.07K
CLEAN HARBORS INC
SOLEShares105.85K
TypeSH
Market value$24.82M
2.37%
Sole
0.00
Shared
0.00
None
105.85K
JOHNSON & JOHNSON
SOLEShares106.94K
TypeSH
Market value$22.13M
2.12%
Sole
0.00
Shared
0.00
None
106.94K
AMAZON COM INC
SOLEShares95.14K
TypeSH
Market value$21.96M
2.10%
Sole
0.00
Shared
0.00
None
95.14K
ELI LILLY & CO
SOLEShares18.95K
TypeSH
Market value$20.37M
1.95%
Sole
0.00
Shared
0.00
None
18.95K
SELECT SECTOR SPDR TR
SOLEShares123.22K
TypeSH
Market value$17.74M
1.70%
Sole
0.00
Shared
0.00
None
123.22K
ALPS ETF TR
SOLEShares373.41K
TypeSH
Market value$17.56M
1.68%
Sole
0.00
Shared
0.00
None
373.41K
SELECT SECTOR SPDR TR
SOLEShares392.44K
TypeSH
Market value$16.75M
1.60%
Sole
0.00
Shared
0.00
None
392.44K
NEXTERA ENERGY INC
SOLEShares187.25K
TypeSH
Market value$15.03M
1.44%
Sole
0.00
Shared
0.00
None
187.25K
VANGUARD SPECIALIZED FUNDS
SOLEShares62.50K
TypeSH
Market value$13.74M
1.31%
Sole
0.00
Shared
0.00
None
62.50K
VISA INC
SOLEShares37.01K
TypeSH
Market value$12.98M
1.24%
Sole
0.00
Shared
0.00
None
37.01K
VANGUARD BD INDEX FDS
SOLEShares174.58K
TypeSH
Market value$12.93M
1.24%
Sole
0.00
Shared
0.00
None
174.58K
TJX COS INC NEW
SOLEShares82.65K
TypeSH
Market value$12.70M
1.21%
Sole
0.00
Shared
0.00
None
82.65K
EXXON MOBIL CORP
SOLEShares102.79K
TypeSH
Market value$12.37M
1.18%
Sole
0.00
Shared
0.00
None
102.79K
PALO ALTO NETWORKS INC
SOLEShares66.73K
TypeSH
Market value$12.29M
1.17%
Sole
0.00
Shared
0.00
None
66.73K
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.21K
TypeSH
Market value$12.17M
1.16%
Sole
0.00
Shared
0.00
None
24.21K
AXON ENTERPRISE INC
SOLEShares20.30K
TypeSH
Market value$11.53M
1.10%
Sole
0.00
Shared
0.00
None
20.30K
WALMART INC
SOLEShares102.82K
TypeSH
Market value$11.46M
1.09%
Sole
0.00
Shared
0.00
None
102.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INCSOLE | CL B | 1.03M | SH | $101.80M 9.73% | 0.00 | 0.00 | 1.03M |
APPLE INCSOLE | COM | 170.03K | SH | $46.22M 4.42% | 0.00 | 0.00 | 170.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 70.35K | SH | $44.12M 4.22% | 0.00 | 0.00 | 70.35K |
MICROSOFT CORPSOLE | COM | 79.36K | SH | $38.38M 3.67% | 0.00 | 0.00 | 79.36K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 204.60K | SH | $36.37M 3.48% | 0.00 | 0.00 | 204.60K |
BROADCOM INCSOLE | COM | 92.91K | SH | $32.16M 3.07% | 0.00 | 0.00 | 92.91K |
ALPHABET INCSOLE | CAP STK CL A | 94.55K | SH | $29.59M 2.83% | 0.00 | 0.00 | 94.55K |
NVIDIA CORPORATIONSOLE | COM | 147.07K | SH | $27.43M 2.62% | 0.00 | 0.00 | 147.07K |
CLEAN HARBORS INCSOLE | COM | 105.85K | SH | $24.82M 2.37% | 0.00 | 0.00 | 105.85K |
JOHNSON & JOHNSONSOLE | COM | 106.94K | SH | $22.13M 2.12% | 0.00 | 0.00 | 106.94K |
AMAZON COM INCSOLE | COM | 95.14K | SH | $21.96M 2.10% | 0.00 | 0.00 | 95.14K |
ELI LILLY & COSOLE | COM | 18.95K | SH | $20.37M 1.95% | 0.00 | 0.00 | 18.95K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 123.22K | SH | $17.74M 1.70% | 0.00 | 0.00 | 123.22K |
ALPS ETF TRSOLE | ALERIAN MLP | 373.41K | SH | $17.56M 1.68% | 0.00 | 0.00 | 373.41K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 392.44K | SH | $16.75M 1.60% | 0.00 | 0.00 | 392.44K |
NEXTERA ENERGY INCSOLE | COM | 187.25K | SH | $15.03M 1.44% | 0.00 | 0.00 | 187.25K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 62.50K | SH | $13.74M 1.31% | 0.00 | 0.00 | 62.50K |
VISA INCSOLE | COM CL A | 37.01K | SH | $12.98M 1.24% | 0.00 | 0.00 | 37.01K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 174.58K | SH | $12.93M 1.24% | 0.00 | 0.00 | 174.58K |
TJX COS INC NEWSOLE | COM | 82.65K | SH | $12.70M 1.21% | 0.00 | 0.00 | 82.65K |
EXXON MOBIL CORPSOLE | COM | 102.79K | SH | $12.37M 1.18% | 0.00 | 0.00 | 102.79K |
PALO ALTO NETWORKS INCSOLE | COM | 66.73K | SH | $12.29M 1.17% | 0.00 | 0.00 | 66.73K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.21K | SH | $12.17M 1.16% | 0.00 | 0.00 | 24.21K |
AXON ENTERPRISE INCSOLE | COM | 20.30K | SH | $11.53M 1.10% | 0.00 | 0.00 | 20.30K |
WALMART INCSOLE | COM | 102.82K | SH | $11.46M 1.09% | 0.00 | 0.00 | 102.82K |
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