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Portfolio (Quarterly) Guide ↗

SPIREPOINT PRIVATE CLIENT, LLC

· CIK 0002022908
13F Portfolio $1.1B AUM 322 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 115 Added 108 Reduced 21 Exited
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGR PROGRESSIVE CORP Financial Services 4,411.0 $874K 0.08% +119.0 +2.8% $198.24 -1.2%
62 BWXT BWX TECHNOLOGIES INC Industrials 4,254.0 $870K 0.08% +931.0 +28.0% $204.47 -2.5%
63 VB VANGUARD INDEX FDS 3,257.0 $853K 0.08% +832.0 +34.3% $261.95 +12.4%
64 VTI VANGUARD INDEX FDS 2,491.0 $799K 0.08% +29.0 +1.2% $320.81 +15.8%
65 GLD SPDR GOLD TR Financial Services 1,856.0 $799K 0.08% +151.0 +8.9% $430.29 -4.0%
66 MU MICRON TECHNOLOGY INC Technology 2,320.0 $784K 0.07% +475.0 +25.8% $337.84 +178.5%
67 PARR PAR PAC HOLDINGS INC Energy 12,328.0 $772K 0.07% +5K +65.6% $62.64 -10.1%
68 VBR VANGUARD INDEX FDS 3,409.0 $741K 0.07% +874.0 +34.5% $217.22 +8.6%
69 RSP INVESCO EXCHANGE TRADED FD T 3,802.0 $730K 0.07% +2K +160.1% $191.92 +8.8%
70 SBUX STARBUCKS CORP Consumer Cyclical 7,818.0 $700K 0.07% +187.0 +2.5% $89.59 +13.4%
71 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,762.0 $690K 0.07% +20.0 +1.1% $391.76 +130.0%
72 WFC WELLS FARGO & CO Financial Services 8,593.0 $684K 0.07% +858.0 +11.1% $79.61 -4.8%
73 XLV SELECT SECTOR SPDR TR 4,644.0 $681K 0.07% +29.0 +0.6% $146.61 +2.9%
74 AEP AMERICAN ELEC PWR CO INC Utilities 4,967.0 $651K 0.06% +113.0 +2.3% $131.09 -2.2%
75 BX BLACKSTONE INC Financial Services 5,363.0 $617K 0.06% +662.0 +14.1% $114.99 +1.4%
76 AMAT APPLIED MATLS INC Technology 1,748.0 $597K 0.06% +82.0 +4.9% $341.79 +33.6%
77 VIOO VANGUARD ADMIRAL FDS INC 4,973.0 $571K 0.05% +2K +57.2% $114.83 +12.0%
78 RMT ROYCE MICRO-CAP TR INC Financial Services 47,862.0 $541K 0.05% +7K +15.8% $11.31 +23.8%
79 CRWD CROWDSTRIKE HLDGS INC Technology 1,320.0 $515K 0.05% +114.0 +9.4% $390.41 +72.1%
80 RVT ROYCE SMALL CAP TRUST INC Financial Services 29,225.0 $485K 0.05% +6K +23.6% $16.60 +12.3%
Page 4 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Industrials 24.2%
Healthcare 10.9%
Financial Services 10.6%
Consumer Cyclical 8.5%
Communication Services 4.7%
Energy 4.6%
Utilities 4.5%
Consumer Defensive 4.4%
Basic Materials 0.6%