SPIREPOINT PRIVATE CLIENT, LLC
Long book
$1.05B
Q1 2026
Positions
322
Top-10 weight
36%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsSPIREPOINT PRIVATE CLIENT, LLC is an institutional manager, running a $1.05B US long book across 322 positions.
The portfolio is moderately concentrated (top 10 ≈ 36% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: UNITED PARCEL SERVICE-CL B, APPLE INC, VANGUARD S&P 500 ETF, BROADCOM INC, MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 2 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
+2.8%
Q2 2024
+5.3%
Q3 2024
+1.0%
Q4 2024
-4.7%
Q1 2025
+7.3%
Q2 2025
+5.6%
Q3 2025
+3.3%
Q4 2025
-2.2%
Q1 2026
+11.7%
Sector allocation
Technology 30%
Industrials 21%
Healthcare 10%
Consumer discretionary 9%
Utilities 8%
Financials 8%
Services media 5%
Energy 4%
Long book by quarter
What does SPIREPOINT PRIVATE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 1.0M | $101.0M | 9.6% | Held |
| AAPL APPLE INC | Technology | 172.1K | $43.7M | 4.2% | +1.2% |
| AVGO BROADCOM INC | Technology | 101.6K | $31.4M | 3.0% | +9.3% |
| MSFT MICROSOFT CORP | Technology | 82.4K | $30.5M | 2.9% | +3.8% |
| CLH CLEAN HARBORS INC | Utilities | 106.0K | $30.4M | 2.9% | +0.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 206.6K | $30.2M | 2.9% | +1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 97.2K | $27.9M | 2.7% | +2.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 109.4K | $26.7M | 2.5% | +2.3% |
| NVDA NVIDIA CORP | Technology | 149.3K | $26.0M | 2.5% | +1.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 101.2K | $21.1M | 2.0% | +6.4% |
| LLY ELI LILLY & CO | Healthcare | 19.9K | $18.3M | 1.7% | +5.0% |
| NEE NEXTERA ENERGY INC | Utilities | 194.8K | $18.1M | 1.7% | +4.0% |
| XOM EXXON MOBIL CORP | Energy | 106.1K | $18.0M | 1.7% | +3.2% |
| CVX CHEVRON CORP | Energy | 77.7K | $16.1M | 1.5% | +8.6% |
| TJX TJX COMPANIES INC | Consumer discretionary | 85.4K | $13.6M | 1.3% | +3.4% |
| WMT WALMART INC | Consumer discretionary | 108.3K | $13.5M | 1.3% | +5.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 26.4K | $12.7M | 1.2% | +9.1% |
| NOC NORTHROP GRUMMAN CORP | Technology | 17.5K | $11.9M | 1.1% | +3.7% |
| V VISA INC-CLASS A SHARES | Services media | 38.7K | $11.7M | 1.1% | +4.7% |
| GD GENERAL DYNAMICS CORP | Industrials | 33.9K | $11.6M | 1.1% | +7.2% |
| PANW PALO ALTO NETWORKS INC | Technology | 71.5K | $11.5M | 1.1% | +7.2% |
| GILD GILEAD SCIENCES INC | Healthcare | 80.4K | $11.2M | 1.1% | +5.3% |
| ABBV ABBVIE INC | Healthcare | 49.5K | $10.8M | 1.0% | +3.2% |
| SO SOUTHERN CO/THE | Utilities | 104.5K | $10.1M | 1.0% | +7.0% |
| AXON AXON ENTERPRISE INC | Industrials | 23.2K | $9.8M | 0.9% | +14.2% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 19.3K | $9.5M | 0.9% | +50.5% |
| LRCX LAM RESEARCH CORP | Industrials | 43.3K | $9.3M | 0.9% | +110.1% |
| JPM JPMORGAN CHASE & CO | Financials | 29.2K | $8.6M | 0.8% | -1.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 8.3K | $8.3M | 0.8% | -4.4% |
| MA MASTERCARD INC - A | Services media | 15.7K | $7.9M | 0.7% | +8.0% |
| GS GOLDMAN SACHS GROUP INC | Financials | 8.8K | $7.4M | 0.7% | +0.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 51.0K | $7.4M | 0.7% | +0.4% |
| UBER UBER TECHNOLOGIES INC | Services media | 99.8K | $7.2M | 0.7% | +14.3% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 105.7K | $6.6M | 0.6% | +12.3% |
| RIVN RIVIAN AUTOMOTIVE INC-A | Industrials | 432.0K | $6.5M | 0.6% | Held |
| GOOG ALPHABET INC-CL C | Technology | 21.2K | $6.1M | 0.6% | +4.5% |
| DUK DUKE ENERGY CORP | Utilities | 43.8K | $5.7M | 0.5% | +2360.0% |
| RCL ROYAL CARIBBEAN CRUISES LTD | Industrials | 20.4K | $5.6M | 0.5% | -9.0% |
| KLAC KLA CORP | Other | 3.7K | $5.4M | 0.5% | +1636.6% |
| P EVERPURE INC-A | Technology | 90.4K | $5.3M | 0.5% | Held |
| AJG ARTHUR J GALLAGHER & CO | Financials | 24.2K | $5.3M | 0.5% | +10.3% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 56.5K | $5.2M | 0.5% | 0.0% |
| MSGE MADISON SQUARE GARDEN ENTERT | Services media | 82.2K | $4.8M | 0.5% | New |
| SGI SOMNIGROUP INTERNATIONAL INC | Other | 58.1K | $4.3M | 0.4% | +2.1% |
| OTIS OTIS WORLDWIDE CORP | Industrials | 52.0K | $4.0M | 0.4% | +17.6% |
| ARES ARES MANAGEMENT CORP - A | Financials | 36.4K | $4.0M | 0.4% | New |
| KTOS KRATOS DEFENSE & SECURITY | Industrials | 50.5K | $3.6M | 0.3% | +1172.4% |
| SOFI SOFI TECHNOLOGIES INC | Financials | 201.6K | $3.2M | 0.3% | New |
| XYZ BLOCK INC | Technology | 52.5K | $3.2M | 0.3% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 5.2K | $3.0M | 0.3% | +1.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 322 | $1.05B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 22, 2026 | 313 | $1.05B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 280 | $951.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 232 | $885.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 214 | $765.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 220 | $797.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 211 | $755.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 207 | $705.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 201 | $656.6M | canonical | SEC ↗ |
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