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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 14 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLP SELECT SECTOR SPDR TR 3,872.0 $322K 0.03% -1K -23.2% $83.07 +3.5%
262 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,106.0 $321K 0.03% $290.59 -8.2%
263 DIS DISNEY WALT CO Communication Services 3,277.0 $315K 0.03% -730.0 -18.2% $96.25 +12.0%
264 AVAV AEROVIRONMENT INC Industrials 1,908.0 $315K 0.03% +355.0 +22.9% $165.07 -2.9%
265 AZO AUTOZONE INC Consumer Cyclical 97.0 $310K 0.03% -1.0 -1.0% $3195.94 -7.4%
266 PIPR PIPER SANDLER COMPANIES Financial Services 4,221.0 $305K 0.03% +231.0 +5.8% $72.35 +3.7%
267 MTB M & T BK CORP Financial Services 1,264.0 $301K 0.02% $238.01 +1.0%
268 EEM ISHARES TR 4,310.0 $295K 0.02% $68.41 -1.9%
269 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,678.0 $294K 0.02% $109.77 -0.4%
270 JCI JOHNSON CONTROLS INTERNATION Industrials 1,993.0 $291K 0.02% -81.0 -3.9% $146.11 -2.1%
271 DVY ISHARES TR 1,838.0 $287K 0.02% $156.30 +5.0%
272 TTMI TTM TECHNOLOGIES INC Technology 1,525.0 $285K 0.02% NEW $187.02 -40.9%
273 BSX BOSTON SCIENTIFIC CORP Healthcare 6,675.0 $285K 0.02% -99K -93.7% $42.68 +18.0%
274 T AT&T INC Communication Services 13,547.0 $280K 0.02% -643.0 -4.5% $20.70 +22.3%
275 IRM IRON MTN INC DEL Real Estate 2,219.0 $280K 0.02% +22.0 +1.0% $126.34 -3.4%
276 PAYX PAYCHEX INC Industrials 2,850.0 $280K 0.02% -1K -28.2% $98.33 +26.6%
277 ULS UL SOLUTIONS INC Industrials 2,750.0 $280K 0.02% -21.0 -0.8% $101.85 -26.3%
278 VFH VANGUARD WORLD FD 2,127.0 $280K 0.02% $131.60 +6.9%
279 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,084.0 $280K 0.02% NEW $90.76 +3.2%
280 EMC GLOBAL X FDS 7,422.0 $279K 0.02% +746.0 +11.2% $37.64 -1.6%
Page 14 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%