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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 8 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWR ISHARES TR 8,516.0 $939K 0.08% $110.32 +2.8%
142 BWXT BWX TECHNOLOGIES INC Industrials 4,790.0 $932K 0.08% +536.0 +12.6% $194.64 -19.5%
143 VBR VANGUARD INDEX FDS 3,826.0 $930K 0.07% +417.0 +12.2% $243.01 +2.5%
144 HDV ISHARES TR 32,980.0 $904K 0.07% +26K +400.1% $27.41 +8.8%
145 FCX FREEPORT MCMORAN INC Basic Materials 13,929.0 $876K 0.07% $62.89 +21.9%
146 UNH UNITEDHEALTH GROUP INC Healthcare 2,069.0 $860K 0.07% -13.0 -0.6% $415.65 -6.1%
147 TM TOYOTA MOTOR CORP Consumer Cyclical 5,000.0 $842K 0.07% $168.42 +17.2%
148 RPV INVESCO EXCHANGE TRADED FD T 7,256.0 $826K 0.07% -282.0 -3.7% $113.82 +7.6%
149 SYK STRYKER CORPORATION Healthcare 2,623.0 $826K 0.07% -312.0 -10.6% $314.84 +4.6%
150 RSP INVESCO EXCHANGE TRADED FD T 3,854.0 $820K 0.07% +52.0 +1.4% $212.79 +4.2%
151 NUE NUCOR CORP Basic Materials 3,633.0 $809K 0.07% $222.75 +9.4%
152 LMT LOCKHEED MARTIN CORP Industrials 1,539.0 $784K 0.06% -434.0 -22.0% $509.46 +10.6%
153 EFAV ISHARES TR 8,920.0 $782K 0.06% $87.71 +7.9%
154 PWR QUANTA SVCS INC Industrials 1,085.0 $781K 0.06% $720.04 -11.2%
155 VIOO VANGUARD ADMIRAL FDS INC 5,619.0 $773K 0.06% +646.0 +13.0% $137.54 -0.7%
156 AMD ADVANCED MICRO DEVICES INC Technology 1,327.0 $771K 0.06% -63.0 -4.5% $580.91 -18.5%
157 HIMS HIMS & HERS HEALTH INC Healthcare 22,002.0 $763K 0.06% +4K +22.0% $34.67 -2.6%
158 PARR PAR PAC HOLDINGS INC Energy 13,570.0 $761K 0.06% +1K +10.1% $56.08 +40.9%
159 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.06% $748850.00
160 SBUX STARBUCKS CORP Consumer Cyclical 7,064.0 $722K 0.06% -754.0 -9.6% $102.19 +4.8%
Page 8 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%