SPIREPOINT PRIVATE CLIENT, LLC

CIK: 0002022908SEC EDGAR →

Portfolio Value

$1.0B

Holdings

313

As of

Q4 2025

New Positions

313

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	UPS UNITED PARCEL SERVICE INC	1,026,359	$101.8M	9.73%
2	AAPL APPLE INC	170,031	$46.2M	4.42%
3	VOO VANGUARD INDEX FDS	70,352	$44.1M	4.22%
4	MSFT MICROSOFT CORP	79,362	$38.4M	3.67%
5	PLTR PALANTIR TECHNOLOGIES INC	204,600	$36.4M	3.48%
6	AVGO BROADCOM INC	92,908	$32.2M	3.07%
7	GOOGL ALPHABET INC	94,549	$29.6M	2.83%
8	NVDA NVIDIA CORPORATION	147,074	$27.4M	2.62%
9	CLH CLEAN HARBORS INC	105,852	$24.8M	2.37%
10	JNJ JOHNSON & JOHNSON	106,935	$22.1M	2.12%

Quarterly Changes

Top Buys

UPSNEW

$101.8M

AAPLNEW

$46.2M

VOONEW

$44.1M

MSFTNEW

$38.4M

PLTRNEW

$36.4M

Top Sells

No sells this quarter

New Positions (313)

UPS

$101.8M · 1.0M shares

$46.2M · 170K shares

$44.1M · 70K shares

$38.4M · 79K shares

$36.4M · 205K shares

$32.2M · 93K shares

$29.6M · 95K shares

$27.4M · 147K shares

$24.8M · 106K shares

$22.1M · 107K shares

$22.0M · 95K shares

$20.4M · 19K shares

$17.7M · 123K shares

$17.6M · 373K shares

$16.8M · 392K shares

$15.0M · 187K shares

$13.7M · 63K shares

$13.0M · 37K shares

$12.9M · 175K shares

$12.7M · 83K shares

$12.4M · 103K shares

$12.3M · 67K shares

$12.2M · 24K shares

$11.5M · 20K shares

$11.5M · 103K shares

$10.9M · 48K shares

$10.9M · 72K shares

$10.6M · 32K shares

$9.6M · 192K shares

$9.6M · 17K shares

$9.5M · 30K shares

$9.4M · 76K shares

$9.0M · 94K shares

$8.5M · 98K shares

RIVN

$8.5M · 432K shares

$8.3M · 15K shares

LMT

$8.1M · 17K shares

NDQ

$8.0M · 13K shares

$7.7M · 9K shares

COST

$7.5M · 9K shares

TMO

$7.4M · 13K shares

$7.3M · 51K shares

$7.1M · 87K shares

$7.0M · 123K shares

$6.4M · 20K shares

$6.2M · 22K shares

$6.1M · 90K shares

$5.9M · 13K shares

$5.7M · 22K shares

$5.2M · 57K shares

$5.1M · 57K shares

$4.1M · 52K shares

$3.9M · 44K shares

$3.7M · 9K shares

$3.6M · 5K shares

$3.6M · 5K shares

$3.5M · 21K shares

$3.5M · 28K shares

$3.4M · 53K shares

$3.4M · 5K shares

$3.2M · 86K shares

$3.2M · 12K shares

$3.2M · 80K shares

$3.1M · 44K shares

$2.9M · 3K shares

$2.9M · 22K shares

$2.9M · 65K shares

$2.9M · 87K shares

$2.9M · 70K shares

$2.5M · 22K shares

$2.4M · 18K shares

$2.4M · 7K shares

$2.3M · 36K shares

$2.3M · 96K shares

$2.2M · 11K shares

$2.2M · 11K shares

$2.0M · 5K shares

$2.0M · 8K shares

$1.9M · 6K shares

$1.9M · 23K shares

$1.8M · 4K shares

$1.7M · 32K shares

$1.7M · 22K shares

$1.7M · 26K shares

$1.7M · 2K shares

$1.6M · 10K shares

$1.6M · 18K shares

$1.6M · 6K shares

$1.6M · 15K shares

$1.6M · 13K shares

$1.6M · 24K shares

$1.6M · 29K shares

$1.5M · 4K shares

$1.5M · 11K shares

$1.5M · 4K shares

$1.4M · 12K shares

$1.4M · 5K shares

$1.4M · 4K shares

$1.4M · 6K shares

$1.3M · 4K shares

$1.3M · 10K shares

$1.3M · 4K shares

$1.3M · 4K shares

$1.2M · 2K shares

$1.2M · 7K shares

$1.2M · 11K shares

$1.2M · 3K shares

$1.2M · 4K shares

$1.1M · 16K shares

GSLC

$1.1M · 8K shares

$1.1M · 5K shares

$1.0M · 16K shares

$1.0M · 5K shares

$1.0M · 5K shares

$987K · 16K shares

$977K · 4K shares

$975K · 10K shares

$972K · 28K shares

$965K · 8K shares

$958K · 3K shares

$951K · 26K shares

$893K · 2K shares

$878K · 2K shares

$873K · 5K shares

FISV

$868K · 13K shares

$857K · 11K shares

$850K · 5K shares

$831K · 3K shares

$825K · 2K shares

$819K · 9K shares

$810K · 29K shares

$805K · 3K shares

$783K · 8K shares

$769K · 9K shares

$763K · 6K shares

$759K · 939 shares

$758K · 4K shares

$754K · 1 shares

$735K · 1K shares

$728K · 2K shares

$728K · 14K shares

$724K · 5K shares

$720K · 8K shares

$714K · 5K shares

$704K · 6K shares

$675K · 2K shares

$673K · 2K shares

$661K · 4K shares

$643K · 8K shares

$642K · 8K shares

$625K · 2K shares

$622K · 1K shares

$620K · 3K shares

$612K · 5K shares

$600K · 3K shares

$589K · 3K shares

$587K · 12K shares

$585K · 2K shares

$577K · 3K shares

$574K · 3K shares

$574K · 616 shares

$572K · 759 shares

$565K · 1K shares

$565K · 11K shares

$565K · 3K shares

$563K · 2K shares

AEP

$559K · 5K shares

PFGC

$544K · 6K shares

VBR

$536K · 3K shares

$526K · 2K shares

$519K · 10K shares

$511K · 2K shares

$511K · 3K shares

$505K · 1K shares

$504K · 3K shares

$491K · 5K shares

$485K · 2K shares

$481K · 2K shares

$479K · 2K shares

$477K · 3K shares

$469K · 2K shares

$467K · 1K shares

$461K · 5K shares

$456K · 5K shares

$453K · 4K shares

$453K · 3K shares

$450K · 7K shares

$440K · 7K shares

$436K · 25K shares

$432K · 4K shares

$430K · 41K shares

$428K · 2K shares

$428K · 2K shares

$415K · 2K shares

$410K · 6K shares

$407K · 11K shares

$403K · 2K shares

$399K · 5K shares

$398K · 1K shares

$398K · 4K shares

$395K · 3K shares

$393K · 2K shares

$385K · 1K shares

$383K · 9K shares

$380K · 24K shares

$380K · 433 shares

$379K · 1K shares

$370K · 2K shares

$368K · 12K shares

$356K · 1K shares

$353K · 7K shares

$351K · 3K shares

$351K · 5K shares

$349K · 2K shares

$344K · 2K shares

$342K · 2K shares

$341K · 14K shares

$338K · 8K shares

$335K · 99 shares

$334K · 6K shares

$332K · 1K shares

$332K · 2K shares

$331K · 2K shares

$330K · 20K shares

$329K · 2K shares

$325K · 2K shares

$325K · 1K shares

$322K · 2K shares

$320K · 3K shares

BURL

$319K · 1K shares

DKNG

$319K · 9K shares

BABA

$318K · 2K shares

$313K · 1K shares

$310K · 10K shares

$310K · 3K shares

$306K · 1K shares

$306K · 1K shares

$306K · 2K shares

$304K · 898 shares

$302K · 950 shares

$302K · 13K shares

$302K · 649 shares

$301K · 4K shares

$301K · 4K shares

$297K · 5K shares

$297K · 2K shares

$290K · 1K shares

$289K · 30K shares

$286K · 2K shares

$283K · 2K shares

$280K · 1K shares

$276K · 1K shares

$275K · 1K shares

$274K · 420 shares

$270K · 3K shares

$270K · 1K shares

$268K · 6K shares

$267K · 14K shares

$267K · 2K shares

$266K · 925 shares

$261K · 7K shares

$261K · 2K shares

$259K · 735 shares

$258K · 213 shares

$256K · 5K shares

$254K · 878 shares

$252K · 1K shares

$249K · 3K shares

$248K · 517 shares

$247K · 6K shares

$246K · 1K shares

$246K · 16K shares

$246K · 978 shares

$246K · 2K shares

$246K · 1K shares

$242K · 2K shares

$240K · 1K shares

$239K · 470 shares

$238K · 2K shares

$238K · 2K shares

$237K · 742 shares

$233K · 3K shares

$232K · 456 shares

$230K · 4K shares

$227K · 2K shares

$227K · 502 shares

$226K · 3K shares

$225K · 722 shares

$220K · 2K shares

$215K · 1K shares

$214K · 2K shares

$211K · 10K shares

$208K · 3K shares

$208K · 2K shares

$206K · 4K shares

$206K · 311 shares

$205K · 3K shares

$205K · 708 shares

$203K · 2K shares

$203K · 2K shares

$202K · 418 shares

$200K · 2K shares

$193K · 10K shares

$189K · 19K shares

$163K · 11K shares

$154K · 10K shares

$135K · 10K shares

$130K · 11K shares

$117K · 11K shares

$101K · 11K shares

$98K · 10K shares

$94K · 25K shares

$57K · 16K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	92	$264.3M	25.3%
Technology	55	$244.9M	23.4%
Industrials	49	$198.1M	18.9%
Healthcare	19	$88.5M	8.5%
Consumer Cyclical	26	$75.0M	7.2%
Communication Services	7	$41.0M	3.9%
Unknown	24	$40.2M	3.8%
Consumer Defensive	14	$34.5M	3.3%
Utilities	10	$27.6M	2.6%
Energy	6	$25.4M	2.4%
Basic Materials	7	$4.9M	0.5%
Real Estate	4	$1.9M	0.2%