SP

SPIREPOINT PRIVATE CLIENT, LLC

13F
SPIREPOINT PRIVATE CLIENT, LLC
Last update 2025-07-16 232 Stocks (25 new)
Value $886.00 Mil Turnover 10 %
Countries:
Top Holdings: UPS(12.47%)MSFT(4.16%)AAPL(3.34%)PLTR(3.19%)AVGO(2.86%)
Summary Stock Picks Current Portfolio
SPIREPOINT PRIVATE CLIENT, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UPS
United Parcel Service Inc
1,093,830
110,411.2
+0.99%
12.470
+0.12%
0.130
+4.59%
-18.88%
84,019.3
Transportation
MSFT
Microsoft Corp
74,130
36,872.9
+0.65%
4.160
+0.03%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
144,013
29,547.1
-0.12%
3.340
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
PLTR
Palantir Technologies Inc
207,182
28,243.0
-2.60%
3.190
-0.06%
0.010
+63.70%
+102.99%
362,293.8
Software
AVGO
Broadcom Inc
91,794
25,303.1
+1.65%
2.860
+0.05%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
CLH
Clean Harbors Inc
109,120
25,226.4
-0.41%
2.850
-0.01%
0.200
+10.06%
-1.03%
12,203.3
Waste Management
NVDA
NVIDIA Corp
138,619
21,900.5
+0.25%
2.470
+0.01%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
79,997
17,550.5
+1.44%
1.980
+0.03%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
JNJ
Johnson & Johnson
100,916
15,414.9
+0.09%
1.740
0%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
ANET
Arista Networks Inc
150,448
15,392.3
+745.64%
1.740
+1.53%
0.010
+56.99%
+1.13%
140,386.9
Hardware

SPIREPOINT PRIVATE CLIENT, LLC's Historical Top Holdings Breakdowns

SPIREPOINT PRIVATE CLIENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ANET
Arista Networks Inc
2025-06-30
Add
Add
+1.53%
●
64.37 ($86.38) 102.31
$111.78
29.40%
Add 745.64%
150,448
132,657
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-06-30
Reduce
Reduce
-0.96%
●
90.85 ($98.91) 102.31
$102.50
3.63%
Reduce -81.36%
16,485
-71,966
VIG
Vanguard Dividend Appreciation FTF
2025-06-30
Add
Add
+0.83%
●
173.71 ($193.82) 204.67
$206.10
6.34%
Add 169.16%
57,173
35,932
PSTG
Pure Storage Inc
2025-06-30
New Buy
New Buy
+0.59%
●
37.18 ($49.67) 57.58
$58.12
17.01%
New holding
90,440
90,440
GS
The Goldman Sachs Group Inc
2025-06-30
Add
Add
+0.50%
●
462.22 ($578.93) 707.75
$708.26
22.34%
Add 252.58%
8,758
6,274
COST
Costco Wholesale Corp
2025-06-30
Add
Add
+0.46%
●
908.13 ($993.18) 1056.85
$950.95
-4.25%
Add 83%
9,062
4,110
CMG
Chipotle Mexican Grill Inc
2025-06-30
Add
Add
+0.44%
●
45.98 ($50.86) 56.15
$53.93
6.04%
Add 382.54%
86,071
68,234
COWZ
Pacer US Cash Cows 100 ETF
2025-06-30
Sold Out
Sold Out
-0.41%
●
47.46 ($52.98) 55.3
$55.76
5.25%
Sold Out
0
-57,644
XYZ
Block Inc
2025-06-30
New Buy
New Buy
+0.40%
●
46.53 ($58.12) 67.93
$72.82
25.29%
New holding
52,531
52,531
ORLY
O'Reilly Automotive Inc
2025-06-30
Add
Add
+0.37%
●
87.68 ($91.25) 96.13
$92.34
1.19%
Add 170.56%
56,940
35,895

SPIREPOINT PRIVATE CLIENT, LLC Total Holding History ($B)

To

SPIREPOINT PRIVATE CLIENT, LLC's Asset Allocation

To

SPIREPOINT PRIVATE CLIENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SPIREPOINT PRIVATE CLIENT, LLC's Hypothetical Growth since 2025-06-30

SPIREPOINT PRIVATE CLIENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SPIREPOINT PRIVATE CLIENT, LLC's Holdings Heat Map

Size field:

SPIREPOINT PRIVATE CLIENT, LLC's Holdings Bubble Chart

SPIREPOINT PRIVATE CLIENT, LLC News

  • 1

Discussions on SPIREPOINT PRIVATE CLIENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.