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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML HLDG NV Technology 182.0 $240K 0.02% NEW $1320.83 +21.9%
22 AZN ASTRAZENECA PLC Healthcare 1,138.0 $224K 0.02% NEW $197.13 -6.0%
23 PSX PHILLIPS 66 Energy 1,221.0 $222K 0.02% NEW $182.18 -2.9%
24 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 4,298.0 $214K 0.02% NEW $49.85 -10.0%
25 COP CONOCOPHILLIPS Energy 1,621.0 $214K 0.02% NEW $131.98 -13.2%
26 EME EMCOR GROUP INC Industrials 289.0 $213K 0.02% NEW $738.32 +15.6%
27 O REALTY INCOME CORP Real Estate 3,455.0 $211K 0.02% NEW $61.18 +1.5%
28 GWW WW GRAINGER INC Industrials 191.0 $208K 0.02% NEW $1090.81 +14.8%
29 EMC GLOBAL X FDS 6,676.0 $206K 0.02% NEW $30.89 +22.0%
30 PINNACLE FINL PARTNERS INC 2,358.0 $203K 0.02% NEW $86.15
Page 2 of 2  ·  30 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%