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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 14 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 W WAYFAIR INC Consumer Cyclical 3,730.0 $281K 0.03% NEW $75.21 -2.6%
262 DVY ISHARES TR 1,838.0 $278K 0.03% -15.0 -0.8% $151.41 +2.7%
263 RDDT REDDIT INC Communication Services 2,027.0 $273K 0.03% NEW $134.65 +16.3%
264 JCI JOHNSON CONTROLS INTERNATION Industrials 2,074.0 $272K 0.03% -319.0 -13.3% $130.95 +3.6%
265 VIRTUS ARTIFICIAL INTELLIGEN 12,674.0 $271K 0.03% +3K +30.2% $21.41
266 MRSH MARSH & MCLENNAN COS INC Financial Services 1,561.0 $271K 0.03% -1K -48.8% $173.45 -7.0%
267 LPLA LPL FINL HLDGS INC Financial Services 896.0 $270K 0.03% -167.0 -15.7% $300.85 -10.1%
268 CMRE COSTAMARE INC Industrials 15,920.0 $269K 0.03% +325.0 +2.1% $16.90 -5.6%
269 SHOP SHOPIFY INC Technology 2,266.0 $269K 0.03% -180.0 -7.4% $118.62 -7.2%
270 WEC WEC ENERGY GROUP INC Utilities 2,286.0 $265K 0.03% -53.0 -2.3% $115.77 -2.1%
271 MTB M & T BK CORP Financial Services 1,270.0 $263K 0.03% +49.0 +4.0% $206.72 +3.6%
272 GLW CORNING INC Technology 1,910.0 $260K 0.03% NEW $135.97 +39.1%
273 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,688.0 $259K 0.03% $96.47 +3.3%
274 HOOD ROBINHOOD MKTS INC Financial Services 3,712.0 $257K 0.02% +2K +75.8% $69.30 +12.3%
275 VFH VANGUARD WORLD FD 2,127.0 $257K 0.02% $120.81 +4.2%
276 ALLE ALLEGION PLC Industrials 1,765.0 $256K 0.02% -261.0 -12.9% $145.31 -10.3%
277 TDY TELEDYNE TECHNOLOGIES INC Technology 422.0 $255K 0.02% -34.0 -7.5% $605.01 +2.6%
278 ROL ROLLINS INC Consumer Cyclical 4,768.0 $255K 0.02% -189.0 -3.8% $53.41 -6.5%
279 WMB WILLIAMS COS INC Energy 3,482.0 $253K 0.02% NEW $72.78 +1.3%
280 VHT VANGUARD WORLD FD 925.0 $252K 0.02% $272.33 +3.1%
Page 14 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%