ArchPoint Investors
Long book
$420.0M
Q1 2026
Positions
78
Top-10 weight
59%
concentration
Last quarter
+14.7%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsArchPoint Investors is an institutional manager, running a $420.0M US long book across 78 positions.
The portfolio is concentrated: the top 10 names carry 59% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ALPHABET INC-CL A, AMAZON.COM INC, CURTISS-WRIGHT CORP, VANGUARD TOTAL STOCK MKT ETF, VANGUARD S&P 500 GROWTH ETF.
Over the last 9 quarters its long book ran on average 1.3pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+5.8%
Q3 2024
+4.0%
Q4 2024
-5.5%
Q1 2025
+10.8%
Q2 2025
+10.8%
Q3 2025
+9.3%
Q4 2025
+0.0%
Q1 2026
+14.7%
Sector allocation
Technology 45%
Consumer discretionary 12%
Industrials 10%
Utilities 8%
Energy 8%
Other 7%
Healthcare 3%
Communications 2%
Long book by quarter
What does ArchPoint Investors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 337.1K | $96.9M | 23.1% | 0.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 138.2K | $28.8M | 6.9% | +43.7% |
| CW CURTISS-WRIGHT CORP | Industrials | 33.8K | $23.0M | 5.5% | -19.6% |
| DMLP DORCHESTER MINERALS LP | Energy | 499.9K | $13.5M | 3.2% | -10.6% |
| LZB LA-Z-BOY INC | Other | 353.0K | $11.3M | 2.7% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 130.6K | $10.1M | 2.4% | -0.4% |
| MSFT MICROSOFT CORP | Technology | 25.0K | $9.2M | 2.2% | +235.0% |
| LNG CHENIERE ENERGY INC | Utilities | 31.9K | $9.1M | 2.2% | Held |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 14.1K | $6.9M | 1.7% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 172.0K | $6.5M | 1.5% | +2.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 25.5K | $6.2M | 1.5% | +1.1% |
| NVDA NVIDIA CORP | Technology | 32.0K | $5.6M | 1.3% | +295.4% |
| IRDM IRIDIUM COMMUNICATIONS INC | Communications | 197.1K | $5.5M | 1.3% | Held |
| CSGP COSTAR GROUP INC | Services media | 127.0K | $5.1M | 1.2% | New |
| CVX CHEVRON CORP | Energy | 19.6K | $4.1M | 1.0% | Held |
| MPLX MPLX LP | Energy | 63.0K | $3.6M | 0.9% | Held |
| ET ENERGY TRANSFER LP | Utilities | 181.1K | $3.5M | 0.8% | Held |
| OKE ONEOK INC | Utilities | 36.3K | $3.3M | 0.8% | Held |
| CMI CUMMINS INC | Industrials | 5.2K | $2.8M | 0.7% | +3.3% |
| POOL POOL CORP | Consumer discretionary | 11.9K | $2.4M | 0.6% | Held |
| BX BLACKSTONE INC | Financials | 19.6K | $2.3M | 0.5% | New |
| FCX FREEPORT-MCMORAN INC | Materials | 35.2K | $2.1M | 0.5% | Held |
| MO ALTRIA GROUP INC | Consumer staples | 30.1K | $2.0M | 0.5% | Held |
| GPC GENUINE PARTS CO | Consumer discretionary | 18.2K | $1.9M | 0.5% | -51.8% |
| JHX JAMES HARDIE IND PLC | Industrials | 100.0K | $1.9M | 0.5% | -2.0% |
| RGNX REGENXBIO INC | Healthcare | 222.3K | $1.9M | 0.4% | Held |
| AAPL APPLE INC | Technology | 5.6K | $1.4M | 0.3% | +252.2% |
| META META PLATFORMS INC-CLASS A | Technology | 2.4K | $1.4M | 0.3% | Held |
| CLYM CLIMB BIO INC | Healthcare | 121.4K | $832K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 4.3K | $738K | 0.2% | Held |
| BXSL BLACKSTONE SECURED LENDING F | — | 21.0K | $514K | 0.1% | Held |
| ABCL ABCELLERA BIOLOGICS INC | Healthcare | 115.1K | $402K | 0.1% | Held |
| CPNG COUPANG INC | Consumer discretionary | 20.0K | $378K | 0.1% | Held |
| WMB WILLIAMS COS INC | Utilities | 4.2K | $306K | 0.1% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.0K | $302K | 0.1% | Held |
| S SENTINELONE INC -CLASS A | Technology | 12.3K | $159K | 0.0% | Held |
| BORR BORR DRILLING LTD | Energy | 12.5K | $72K | 0.0% | Held |
| SFIX STITCH FIX INC-CLASS A | Consumer discretionary | 19.0K | $63K | 0.0% | Held |
| ORBS EIGHTCO HOLDINGS INC | Financials | 35.0K | $33K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 78 | $420.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 80 | $421.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 72 | $364.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 69 | $340.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 15, 2025 | 69 | $304.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 66 | $293.9M | SEC ↗ | |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 67 | $304.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 68 | $299.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 71 | $266.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 67 | $239.6M | canonical | SEC ↗ |
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