SP
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SPIREPOINT PRIVATE CLIENT, LLC13F | |
| SPIREPOINT PRIVATE CLIENT, LLC | |
| Last update 2025-07-16 | 232 Stocks (25 new) |
| Value $886.00 Mil | Turnover 10 % |
SPIREPOINT PRIVATE CLIENT, LLC... Top Holdings of 2025-06-30
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| 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 | +4.54% | -18.91% | 83,981.2 | Transportation | |
MSFT | Microsoft Corp | 74,130 | 36,872.9 | +0.65% | 4.160 | +0.03% | 0.000 | +38.92% | +21.46% | 3,790,597.4 | Software | |
AAPL | Apple Inc | 144,013 | 29,547.1 | -0.12% | 3.340 | 0% | 0.000 | +7.36% | -15.45% | 3,154,595.8 | 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 | +66.34% | +23.05% | 1,334,609.9 | 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 | +69.79% | +28.33% | 4,202,222.4 | Semiconductors | |
AMZN | Amazon.com Inc | 79,997 | 17,550.5 | +1.44% | 1.980 | +0.03% | 0.000 | +31.05% | +3.11% | 2,401,525.1 | Retail - Cyclical | |
JNJ | Johnson & Johnson | 100,916 | 15,414.9 | +0.09% | 1.740 | 0% | 0.000 | +4.82% | +15.05% | 393,765.9 | Drug Manufacturers | |
ANET | Arista Networks Inc | 150,448 | 15,392.3 | +745.64% | 1.740 | +1.53% | 0.010 | +57.60% | +1.52% | 140,926.9 | Hardware |
SPIREPOINT PRIVATE CLIENT, LLC's Historical Top Holdings Breakdowns
SPIREPOINT PRIVATE CLIENT, LLC's Top Stock Picks
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| 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 | $112.21 | 29.90% | 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 | $58.22 | 17.21% | 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 | $708.30 | 22.35% | Add 252.58% | 8,758 | 6,274 | |
COST | Costco Wholesale Corp | 2025-06-30 | Add Add | +0.46% | 908.13 ($993.18) 1056.85 | $950.51 | -4.30% | Add 83% | 9,062 | 4,110 | |
CMG | Chipotle Mexican Grill Inc | 2025-06-30 | Add Add | +0.44% | 45.98 ($50.86) 56.15 | $53.82 | 5.82% | 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 | $72.67 | 25.03% | New holding | 52,531 | 52,531 | |
ORLY | O'Reilly Automotive Inc | 2025-06-30 | Add Add | +0.37% | 87.68 ($91.25) 96.13 | $92.35 | 1.21% | Add 170.56% | 56,940 | 35,895 |
SPIREPOINT PRIVATE CLIENT, LLC Total Holding History ($B)
SPIREPOINT PRIVATE CLIENT, LLC's Asset Allocation
SPIREPOINT PRIVATE CLIENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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SPIREPOINT PRIVATE CLIENT, LLC's Holdings Bubble Chart
SPIREPOINT PRIVATE CLIENT, LLC News
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