Filed: 7/16/2025ACC: 0002033299-25-000005
📋 What this filing means
SPIREPOINT PRIVATE CLIENT, LLC filed this quarterly 13F‑HR report disclosing 232 equity positions with a total reported market value of $885.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
232
Positions
$885.55M
Total AUM (reported)
7.34M
Total Shares
Allocation by class
COM$500.99M56.6%
CL B$113.57M12.8%
CL A$55.83M6.3%
COM CL A$23.67M2.7%
COM SHS$19.05M2.2%
CAP STK CL A$15.38M1.7%
ALERIAN MLP$15.14M1.7%
Portfolio Concentration
Top 3$176.83M20.0%
4–10$149.03M16.8%
11–25$186.02M21.0%
Rest$373.67M42.2%
Top 3 weight
20.0%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 7.34M
Sole
Full voting authority
7.34M
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)
Sole232
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings232
Rows:
UNITED PARCEL SERVICE INC
SOLEShares1.09M
TypeSH
Market value$110.41M
12.47%
Sole
1.09M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares74.13K
TypeSH
Market value$36.87M
4.16%
Sole
74.13K
Shared
0.00
None
0.00
APPLE INC
SOLEShares144.01K
TypeSH
Market value$29.55M
3.34%
Sole
144.01K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares207.18K
TypeSH
Market value$28.24M
3.19%
Sole
207.18K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares91.79K
TypeSH
Market value$25.30M
2.86%
Sole
91.79K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares109.12K
TypeSH
Market value$25.23M
2.85%
Sole
109.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares138.62K
TypeSH
Market value$21.90M
2.47%
Sole
138.62K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares80K
TypeSH
Market value$17.55M
1.98%
Sole
80K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares100.92K
TypeSH
Market value$15.41M
1.74%
Sole
100.92K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares150.45K
TypeSH
Market value$15.39M
1.74%
Sole
150.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares87.29K
TypeSH
Market value$15.38M
1.74%
Sole
87.29K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares18.47K
TypeSH
Market value$15.29M
1.73%
Sole
18.47K
Shared
0.00
None
0.00
ALPS ETF TR
SOLEShares309.81K
TypeSH
Market value$15.14M
1.71%
Sole
309.81K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares88.22K
TypeSH
Market value$14.06M
1.59%
Sole
88.22K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares54.56K
TypeSH
Market value$13.82M
1.56%
Sole
54.56K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares16.16K
TypeSH
Market value$12.59M
1.42%
Sole
16.16K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares180.20K
TypeSH
Market value$12.51M
1.41%
Sole
180.20K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares58.96K
TypeSH
Market value$12.07M
1.36%
Sole
58.96K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares57.17K
TypeSH
Market value$11.70M
1.32%
Sole
57.17K
Shared
0.00
None
0.00
VISA INC
SOLEShares32.74K
TypeSH
Market value$11.62M
1.31%
Sole
32.74K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares140.86K
TypeSH
Market value$11.50M
1.30%
Sole
140.86K
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares827.94K
TypeSH
Market value$11.38M
1.28%
Sole
827.94K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.03K
TypeSH
Market value$10.70M
1.21%
Sole
22.03K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares85.68K
TypeSH
Market value$9.24M
1.04%
Sole
85.68K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares73.05K
TypeSH
Market value$9.02M
1.02%
Sole
73.05K
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 | $110.41M 12.47% | 1.09M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 74.13K | SH | $36.87M 4.16% | 74.13K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 144.01K | SH | $29.55M 3.34% | 144.01K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 207.18K | SH | $28.24M 3.19% | 207.18K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 91.79K | SH | $25.30M 2.86% | 91.79K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 109.12K | SH | $25.23M 2.85% | 109.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 138.62K | SH | $21.90M 2.47% | 138.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 80K | SH | $17.55M 1.98% | 80K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 100.92K | SH | $15.41M 1.74% | 100.92K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 150.45K | SH | $15.39M 1.74% | 150.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 87.29K | SH | $15.38M 1.74% | 87.29K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 18.47K | SH | $15.29M 1.73% | 18.47K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 309.81K | SH | $15.14M 1.71% | 309.81K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 88.22K | SH | $14.06M 1.59% | 88.22K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 54.56K | SH | $13.82M 1.56% | 54.56K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 16.16K | SH | $12.59M 1.42% | 16.16K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 180.20K | SH | $12.51M 1.41% | 180.20K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 58.96K | SH | $12.07M 1.36% | 58.96K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 57.17K | SH | $11.70M 1.32% | 57.17K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 32.74K | SH | $11.62M 1.31% | 32.74K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 140.86K | SH | $11.50M 1.30% | 140.86K | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 827.94K | SH | $11.38M 1.28% | 827.94K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.03K | SH | $10.70M 1.21% | 22.03K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 85.68K | SH | $9.24M 1.04% | 85.68K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 73.05K | SH | $9.02M 1.02% | 73.05K | 0.00 | 0.00 |
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