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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 10 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 USFD US FOODS HLDG CORP Consumer Defensive 5,790.0 $592K 0.05% +908.0 +18.6% $102.25 +7.2%
182 GSY INVESCO ACTIVELY MANAGED EXC 11,688.0 $586K 0.05% $50.15 +0.3%
183 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 6,732.0 $586K 0.05% -95.0 -1.4% $87.04 +7.8%
184 VUG VANGUARD INDEX FDS 6,692.0 $576K 0.05% +6K +545.3% $86.14 +1.6%
185 SPXC SPX TECHNOLOGIES INC Industrials 2,351.0 $576K 0.05% +293.0 +14.2% $245.17 -15.5%
186 GEV GE VERNOVA INC Utilities 484.0 $568K 0.05% +93.0 +23.8% $1174.25 -18.5%
187 TFLO ISHARES TR 11,199.0 $567K 0.05% $50.63 -0.0%
188 XLV SELECT SECTOR SPDR TR 3,543.0 $562K 0.05% -1K -23.7% $158.66 +10.1%
189 HONEYWELL INTL INC 2,506.0 $561K 0.04% NEW $223.90
190 HONEYWELL AEROSPACE INC 2,506.0 $554K 0.04% NEW $221.08
191 ZION ZIONS BANCORPORATION NATL AS Financial Services 7,996.0 $553K 0.04% +1K +18.3% $69.19 -1.5%
192 PKG PACKAGING CORP AMER Consumer Cyclical 2,319.0 $553K 0.04% +295.0 +14.6% $238.27 +6.1%
193 PNC PNC FINL SVCS GROUP INC Financial Services 2,229.0 $549K 0.04% $246.22 -1.3%
194 INTC INTEL CORP Technology 3,908.0 $546K 0.04% NEW $139.63 -35.5%
195 RVT ROYCE SMALL CAP TRUST INC Financial Services 29,243.0 $540K 0.04% $18.47 +1.3%
196 BX BLACKSTONE INC Financial Services 4,562.0 $537K 0.04% -801.0 -14.9% $117.67 +21.8%
197 BURL BURLINGTON STORES INC Consumer Cyclical 1,672.0 $530K 0.04% +210.0 +14.4% $316.80 +3.1%
198 MCO MOODYS CORP Financial Services 1,164.0 $527K 0.04% -14.0 -1.2% $452.98 +11.1%
199 IEMG ISHARES INC 6,340.0 $525K 0.04% $82.84 -1.5%
200 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 17,380.0 $522K 0.04% +2K +16.8% $30.03 +1.5%
Page 10 of 17  ·  332 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%