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Portfolio (Quarterly) Guide ↗

SPIREPOINT PRIVATE CLIENT, LLC

· CIK 0002022908
13F Portfolio $1.2B AUM 332 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 118 Added 95 Reduced 17 Exited
Page 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 16,181.0 $1.2M 0.09% +379.0 +2.4% $71.25 +3.0%
62 VB VANGUARD INDEX FDS 3,673.0 $1.1M 0.09% +416.0 +12.8% $303.11 +0.5%
63 SOUTHSTATE BK CORP 10,756.0 $1.1M 0.09% +392.0 +3.8% $99.90
64 CRWD CROWDSTRIKE HLDGS INC Technology 1,396.0 $1.1M 0.09% +76.0 +5.8% $190.78 +0.6%
65 AGX ARGAN INC Industrials 1,271.0 $1.0M 0.08% +48.0 +3.9% $798.67 -37.2%
66 VYMI VANGUARD WHITEHALL FDS 9,725.0 $955K 0.08% +675.0 +7.5% $98.20 +7.2%
67 BWXT BWX TECHNOLOGIES INC Industrials 4,790.0 $932K 0.08% +536.0 +12.6% $194.64 -19.5%
68 VBR VANGUARD INDEX FDS 3,826.0 $930K 0.07% +417.0 +12.2% $243.01 +2.5%
69 HDV ISHARES TR 32,980.0 $904K 0.07% +26K +400.1% $27.41 +8.8%
70 RSP INVESCO EXCHANGE TRADED FD T 3,854.0 $820K 0.07% +52.0 +1.4% $212.79 +4.2%
71 VIOO VANGUARD ADMIRAL FDS INC 5,619.0 $773K 0.06% +646.0 +13.0% $137.54 -0.7%
72 HIMS HIMS & HERS HEALTH INC Healthcare 22,002.0 $763K 0.06% +4K +22.0% $34.67 -2.6%
73 PARR PAR PAC HOLDINGS INC Energy 13,570.0 $761K 0.06% +1K +10.1% $56.08 +40.9%
74 VGT VANGUARD WORLD FD 5,920.0 $708K 0.06% +5K +680.0% $119.52 -0.9%
75 AEP AMERICAN ELEC PWR CO INC Utilities 5,169.0 $707K 0.06% +202.0 +4.1% $136.82 -11.6%
76 GE GE AEROSPACE Industrials 1,852.0 $692K 0.06% +97.0 +5.5% $373.74 -6.8%
77 ALL ALLSTATE CORP Financial Services 2,819.0 $671K 0.05% +94.0 +3.5% $237.91 +6.7%
78 WM WASTE MGMT INC DEL Industrials 2,991.0 $667K 0.05% +2K +128.2% $222.88 +0.5%
79 UMBF UMB FINL CORP Financial Services 4,263.0 $609K 0.05% +511.0 +13.6% $142.76 +1.7%
80 USFD US FOODS HLDG CORP Consumer Defensive 5,790.0 $592K 0.05% +908.0 +18.6% $102.25 +7.2%
Page 4 of 6  ·  118 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 33.2%
Industrials 23.1%
Financial Services 9.7%
Consumer Cyclical 8.4%
Healthcare 8.2%
Communication Services 5.3%
Utilities 3.9%
Consumer Defensive 3.7%
Energy 3.3%
Basic Materials 0.8%