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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 13 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VZ VERIZON COMMUNICATIONS INC Communication Services 6,657.0 $334K 0.03% -3K -29.3% $50.20 -4.4%
242 DKNG DRAFTKINGS INC NEW Consumer Cyclical 15,418.0 $333K 0.03% +6K +66.5% $21.62 +14.9%
243 AZO AUTOZONE INC Consumer Cyclical 98.0 $331K 0.03% -1.0 -1.0% $3377.78 -10.7%
244 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 14,880.0 $330K 0.03% +2K +11.2% $22.15 +36.6%
245 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,613.0 $328K 0.03% +439.0 +20.2% $125.46 +0.1%
246 TMUS T-MOBILE US INC Communication Services 1,549.0 $325K 0.03% -138.0 -8.2% $210.03 -9.8%
247 NDSN NORDSON CORP Industrials 1,180.0 $314K 0.03% -28.0 -2.3% $266.10 +8.3%
248 WRB BERKLEY W R CORP Financial Services 4,690.0 $311K 0.03% -324.0 -6.5% $66.28 -2.5%
249 MS MORGAN STANLEY Financial Services 1,859.0 $306K 0.03% -12.0 -0.6% $164.57 +24.0%
250 PIPR PIPER SANDLER COMPANIES Financial Services 3,990.0 $305K 0.03% NEW $76.55 +3.5%
251 CCL CARNIVAL CORP Consumer Cyclical 11,761.0 $304K 0.03% -305.0 -2.5% $25.88 +8.8%
252 LEU CENTRUS ENERGY CORP Energy 1,745.0 $303K 0.03% NEW $173.59 +5.5%
253 WM WASTE MGMT INC DEL Industrials 1,311.0 $301K 0.03% +81.0 +6.6% $229.79 -6.1%
254 EMXC ISHARES INC 3,743.0 $294K 0.03% NEW $78.66 +28.6%
255 QCOM QUALCOMM INC Technology 2,286.0 $294K 0.03% -665.0 -22.5% $128.78 +93.1%
256 DOV DOVER CORP Industrials 1,406.0 $293K 0.03% -118.0 -7.7% $208.45 +2.1%
257 TIGR UP FINTECH HLDG LTD Financial Services 45,693.0 $288K 0.03% +15K +50.8% $6.30 -20.8%
258 LIFE360 INC 7,027.0 $287K 0.03% +3K +95.5% $40.82
259 AVAV AEROVIRONMENT INC Industrials 1,553.0 $284K 0.03% +413.0 +36.2% $183.05 +16.9%
260 AMD ADVANCED MICRO DEVICES INC Technology 1,390.0 $283K 0.03% -42.0 -2.9% $203.43 +155.7%
Page 13 of 17  ·  322 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%