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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 6,692.0 $576K 0.05% +6K +545.3% $86.14 +1.6%
82 SPXC SPX TECHNOLOGIES INC Industrials 2,351.0 $576K 0.05% +293.0 +14.2% $245.17 -15.5%
83 GEV GE VERNOVA INC Utilities 484.0 $568K 0.05% +93.0 +23.8% $1174.25 -18.5%
84 ZION ZIONS BANCORPORATION NATL AS Financial Services 7,996.0 $553K 0.04% +1K +18.3% $69.19 -1.5%
85 PKG PACKAGING CORP AMER Consumer Cyclical 2,319.0 $553K 0.04% +295.0 +14.6% $238.27 +6.1%
86 BURL BURLINGTON STORES INC Consumer Cyclical 1,672.0 $530K 0.04% +210.0 +14.4% $316.80 +3.1%
87 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 17,380.0 $522K 0.04% +2K +16.8% $30.03 +1.5%
88 CCJ CAMECO CORP Energy 4,961.0 $505K 0.04% +816.0 +19.7% $101.86 +0.6%
89 DIA STATE STR SPDR DOW JONES IND Financial Services 956.0 $499K 0.04% +449.0 +88.6% $522.39 +1.9%
90 IOT SAMSARA INC Technology 14,898.0 $483K 0.04% +2K +19.8% $32.43 +23.2%
91 MFC MANULIFE FINL CORP Financial Services 11,926.0 $483K 0.04% +606.0 +5.3% $40.51 +4.9%
92 MLI MUELLER INDS INC Industrials 3,898.0 $479K 0.04% +544.0 +16.2% $122.92 -48.6%
93 THC TENET HEALTHCARE CORP Healthcare 2,488.0 $465K 0.04% +368.0 +17.4% $187.08 +50.1%
94 LIFE360 INC 8,170.0 $452K 0.04% +1K +16.3% $55.36
95 DKNG DRAFTKINGS INC NEW Consumer Cyclical 17,731.0 $448K 0.04% +2K +15.0% $25.26 +3.6%
96 FANG DIAMONDBACK ENERGY INC Energy 2,521.0 $443K 0.04% +27.0 +1.1% $175.76 +19.9%
97 HOOD ROBINHOOD MKTS INC Financial Services 4,237.0 $425K 0.03% +525.0 +14.1% $100.28 +7.8%
98 IDCC INTERDIGITAL INC Technology 1,497.0 $424K 0.03% +231.0 +18.2% $283.19 +20.9%
99 ACM AECOM Industrials 5,607.0 $391K 0.03% +1K +21.9% $69.80 -7.2%
100 VIRTUS ARTIFICIAL INTELLIGEN 13,933.0 $391K 0.03% +1K +9.9% $28.07
Page 5 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%