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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FITB FIFTH THIRD BANCORP Financial Services 4,052.0 $228K 0.02% NEW $56.37 -2.7%
22 INCY INCYTE CORP Healthcare 1,954.0 $222K 0.02% NEW $113.36 +12.7%
23 VRTX VERTEX PHARMACEUTICALS INC Healthcare 433.0 $215K 0.02% NEW $496.73 +10.3%
24 SPG SIMON PPTY GROUP INC NEW Real Estate 933.0 $209K 0.02% NEW $223.70 -2.4%
25 VOE VANGUARD INDEX FDS 1,035.0 $205K 0.02% NEW $197.60 +5.6%
26 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 10,612.0 $139K 0.01% NEW $13.08 +1.7%
27 MFM ABERDEEN MUN INCOME FD Financial Services 10,083.0 $57K 0.01% NEW $5.62 -5.0%
Page 2 of 2  ·  27 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%