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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 15 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TIGR UP FINTECH HLDG LTD Financial Services 63,312.0 $279K 0.02% +18K +38.6% $4.40 +21.1%
282 VHT VANGUARD WORLD FD 925.0 $277K 0.02% $299.01 +9.6%
283 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,228.0 $274K 0.02% +12.0 +0.5% $123.11 +31.0%
284 BALLYS CORPORATION 20,000.0 $274K 0.02% $13.71
285 W WAYFAIR INC Consumer Cyclical 2,962.0 $274K 0.02% -768.0 -20.6% $92.42 +9.8%
286 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,405.0 $273K 0.02% -43.0 -0.8% $50.53 -3.0%
287 ASX ASE TECHNOLOGY HLDG CO LTD Technology 6,028.0 $272K 0.02% NEW $45.12 -19.1%
288 WEC WEC ENERGY GROUP INC Utilities 2,327.0 $272K 0.02% +41.0 +1.8% $116.77 -9.2%
289 CSL CARLISLE COS INC Industrials 742.0 $269K 0.02% $362.75 +1.4%
290 TDY TELEDYNE TECHNOLOGIES INC Technology 403.0 $269K 0.02% -19.0 -4.5% $666.90 -4.6%
291 COIN COINBASE GLOBAL INC Financial Services 1,838.0 $269K 0.02% -437.0 -19.2% $146.19 +27.6%
292 DOV DOVER CORP Industrials 1,188.0 $266K 0.02% -218.0 -15.5% $224.28 -10.0%
293 VO VANGUARD INDEX FDS 3,280.0 $264K 0.02% +3K +363.3% $80.56 +3.0%
294 PPG PPG INDS INC Basic Materials 2,154.0 $261K 0.02% $121.29 -6.3%
295 TFC TRUIST FINL CORP Financial Services 5,217.0 $260K 0.02% $49.82 +1.2%
296 GWW WW GRAINGER INC Industrials 191.0 $260K 0.02% $1360.40 -3.5%
297 TMUS T-MOBILE US INC Communication Services 1,549.0 $260K 0.02% $167.73 +9.1%
298 CDNS CADENCE DESIGN SYSTEM INC Technology 692.0 $260K 0.02% NEW $375.32 -15.0%
299 MBB ISHARES TR 2,719.0 $257K 0.02% NEW $94.52 -1.5%
300 WMB WILLIAMS COS INC Energy 3,456.0 $257K 0.02% -26.0 -0.8% $74.34 -5.2%
Page 15 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%