BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ASML ASML HLDG NV Technology 194.0 $386K 0.03% +12.0 +6.6% $1989.44 -11.3%
102 DHR DANAHER CORP DEL Healthcare 1,867.0 $356K 0.03% +82.0 +4.6% $190.48 +14.9%
103 CMI CUMMINS INC Industrials 476.0 $339K 0.03% +10.0 +2.1% $713.21 -17.6%
104 SHOP SHOPIFY INC Technology 2,887.0 $330K 0.03% +621.0 +27.4% $114.18 +30.7%
105 OKLO OKLO INC Utilities 6,199.0 $324K 0.03% +1K +29.1% $52.33 -19.6%
106 LEU CENTRUS ENERGY CORP Energy 1,926.0 $323K 0.03% +181.0 +10.4% $167.87 +11.0%
107 AVAV AEROVIRONMENT INC Industrials 1,908.0 $315K 0.03% +355.0 +22.9% $165.07 -2.9%
108 PIPR PIPER SANDLER COMPANIES Financial Services 4,221.0 $305K 0.03% +231.0 +5.8% $72.35 +3.7%
109 IRM IRON MTN INC DEL Real Estate 2,219.0 $280K 0.02% +22.0 +1.0% $126.34 -3.4%
110 EMC GLOBAL X FDS 7,422.0 $279K 0.02% +746.0 +11.2% $37.64 -1.6%
111 TIGR UP FINTECH HLDG LTD Financial Services 63,312.0 $279K 0.02% +18K +38.6% $4.40 +21.1%
112 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,228.0 $274K 0.02% +12.0 +0.5% $123.11 +31.0%
113 WEC WEC ENERGY GROUP INC Utilities 2,327.0 $272K 0.02% +41.0 +1.8% $116.77 -9.2%
114 VO VANGUARD INDEX FDS 3,280.0 $264K 0.02% +3K +363.3% $80.56 +3.0%
115 CMRE COSTAMARE INC Industrials 18,171.0 $255K 0.02% +2K +14.1% $14.02 +11.4%
116 AON AON PLC Financial Services 740.0 $245K 0.02% +5.0 +0.7% $331.69 +7.1%
117 TEL TE CONNECTIVITY PLC Technology 1,033.0 $208K 0.02% +10.0 +1.0% $201.61 +1.0%
118 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 19,780.0 $204K 0.02% +166.0 +0.8% $10.31 +4.4%
Page 6 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%