13F filer

Spirepoint Private Client

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 2022908 SEC filings ↗

13F Value

$1.23B

Positions

332

Top Position

UPS8.9%

Top 5

23.4%

Latest filing changes

vs Mar 31, 2026

1 ANET Arista Networks +361.7%+$11.2M

2 TSM Taiwan Semiconductor Manufacturing +517.4%+$10.9M

3 KLAC KLA +968.2%+$10.8M

4 GOOGL Alphabet Class A +24.0%+$8.3M

5 CB Chubb >999%+$7.2M

Holdings332

#
1	UPS United Parcel Service	8.9%	$110.1M	-0.2%	1.02M	9.6%	Common Stock
2	AAPL Apple	4.0%	$49.7M	-0.3%	171.7K	4.2%	Common Stock
3	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 120,542 reported quantity $43,078,055 reported value	3.5%	$43.1M	+24.0%	120.5K	2.7%	Common Stock
4	VOO Vanguard 500 Index Fund — ETF Shares	3.5%	$43.0M	+17.7%	62.5K	3.0%	ETF
5	AVGO Broadcom	3.5%	$42.7M	+11.4%	113.1K	3.0%	Common Stock
6	NVDA NVIDIA	2.9%	$36.1M	+20.8%	180.4K	2.5%	Common Stock
7	MSFT Microsoft	2.8%	$34.5M	+12.3%	92.5K	2.9%	Common Stock
8	CLH Clean Harbors	2.6%	$31.6M	-0.2%	105.8K	2.9%	Common Stock
9	PANW Palo Alto Networks	2.4%	$29.5M	+20.9%	86.4K	1.1%	Common Stock
10	AMZN Amazon	2.3%	$28.5M	+18.0%	119.5K	2.0%	Common Stock
11	JNJ Johnson & Johnson	2.2%	$27.7M	-0.4%	109.0K	2.5%	Common Stock
12	XLK State Street(R) Technology Select Sector SPDR(R) ETF	2.0%	$25.3M	+1.2%	132.7K	1.7%	ETF
13	PLTR Palantir Technologies	2.0%	$24.3M	+0.9%	208.4K	2.9%	Common Stock
14	LLY Eli Lilly	2.0%	$24.2M	+1.3%	20.2K	1.7%	Common Stock
15	AMLP Alerian Mlp ETF	1.9%	$23.3M	+5.6%	448.6K	2.1%	ETF
16	LRCX Lam Research Filing details 512807306 Jun 30, 2026 45,202 reported quantity $19,587,509 reported value	1.6%	$19.6M	+4.4%	45.2K	0.9%	Common Stock
17	NEE NextEra Energy	1.4%	$17.3M	+1.0%	196.7K	1.7%	Common Stock
18	SOXX iShares Semiconductor ETF	1.4%	$16.9M	NEW	26.4K	—	ETF
19	GD General Dynamics	1.4%	$16.7M	+39.5%	47.3K	1.1%	Common Stock
20	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 106,263 reported quantity $14,528,343 reported value	1.2%	$14.5M	+0.2%	106.3K	1.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing15

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.