Spirepoint Private Client, LLC holds a diversified book of 332 stocks worth $1.2B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Semiconductor ETF and trimmed United Parcel Service-CL B. Their largest long position is United Parcel Service-CL B at 9% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Spirepoint Private Client, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Spirepoint Private Client, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $641.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $580.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $424.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $173.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $172.2B |
| UBS Group AG | 80 / 80 | $164.8B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $152.0B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $90.5B |
Ranked by how many of Spirepoint Private Client, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | United Parcel Svcs Inc CL B | $110.1M | 1.02M | 8.9% | ▼−0.2% Reduced · −3K sh | |
| 2 | Apple Inc COM | $49.7M | 171.7K | 4.0% | ▼−0.3% Reduced · −474 sh | |
| 3 | Alphabet Inc CAP STK CL A | $43.1M | 120.5K | 3.5% | ▲+24% Added · +23K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $43.0M | 62.5K | 3.5% | ▲+18% Added · +9K sh | |
| 5 | Broadcom Inc COM | $42.7M | 113.1K | 3.5% | ▲+11% Added · +12K sh | |
| 6 | Nvidia Corporation COM | $36.1M | 180.4K | 2.9% | ▲+21% Added · +31K sh | |
| 7 | Microsoft Corp COM | $34.5M | 92.5K | 2.8% | ▲+12% Added · +10K sh | |
| 8 | Clean Harbors Inc COM | $31.6M | 105.8K | 2.6% | ▼−0.2% Reduced · −208 sh | |
| 9 | Palo Alto Networks Inc COM | $29.5M | 86.4K | 2.4% | ▲+21% Added · +15K sh | |
| 10 | Amazon Com Inc COM | $28.5M | 119.5K | 2.3% | ▲+18% Added · +18K sh | |
| 11 | Johnson & Johnson COM | $27.7M | 109.0K | 2.2% | ▼−0.4% Reduced · −430 sh | |
| 12 | Select Sector SPDR TR ST STR TECHN ETF | $25.3M | 132.7K | 2.0% | ▲+1.2% Added · +2K sh | |
| 13 | Palantir Technologies Inc CL A | $24.3M | 208.4K | 2.0% | ▲+0.9% Added · +2K sh | |
| 14 | Eli Lilly & Co COM | $24.2M | 20.2K | 2.0% | ▲+1.3% Added · +264 sh | |
| 15 | ALPS ETF TR ALERIAN MLP | $23.3M | 448.6K | 1.9% | ▲+5.6% Added · +24K sh | |
| 16 | Lam Research Corp COM NEW | $19.6M | 45.2K | 1.6% | ▲+4.4% Added · +2K sh | |
| 17 | NextEra Energy Inc COM | $17.3M | 196.7K | 1.4% | ▲+1.0% Added · +2K sh | |
| 18 | Ishares TR ISHARES SEMICDTR | $16.9M | 26.4K | 1.4% | ▲New New position | |
| 19 | General Dynamics Corp COM | $16.7M | 47.3K | 1.4% | ▲+40% Added · +13K sh | |
| 20 | Exxon Mobil Corp COM | $14.5M | 106.3K | 1.2% | ▲+0.2% Added · +176 sh | |
| 21 | Axon Enterprise Inc COM | $14.5M | 25.8K | 1.2% | ▲+11% Added · +3K sh | |
| 22 | Arista Networks Inc COM SHS | $14.3M | 84.4K | 1.2% | ▲+362% Added · +66K sh | |
| 23 | Visa Inc COM CL A | $13.5M | 39.5K | 1.1% | ▲+1.9% Added · +750 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $13.5M | 26.9K | 1.1% | ▲+1.9% Added · +514 sh | |
| 25 | Chevron Corporation COM | $13.3M | 80.4K | 1.1% | ▲+3.4% Added · +3K sh | |
| 26 | TJX Cos Inc New COM | $13.1M | 86.3K | 1.1% | ▲+0.9% Added · +814 sh | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $13.0M | 27.3K | 1.1% | ▲+517% Added · +23K sh | |
| 28 | Vanguard BD Index FDS TOTAL BND MRKT | $13.0M | 177.3K | 1.1% | ▼−14% Reduced · −28K sh | |
| 29 | Walmart Inc COM | $12.3M | 109.0K | 1.0% | ▲+0.6% Added · +703 sh | |
| 30 | Vanguard Specialized Funds DIV APP ETF | $12.2M | 51.6K | 1.0% | ▼−22% Reduced · −15K sh | |
| 31 | Kla Corp COM NEW | $11.9M | 39.5K | 1.0% | ▲11× Added · +36K sh | |
| 32 | Vanguard Mun BD FDS TAX EXEMPT BD | $10.9M | 216.5K | 0.9% | ▲+9.3% Added · +19K sh | |
| 33 | Gilead Sciences Inc COM | $10.3M | 81.3K | 0.8% | ▲+1.1% Added · +879 sh | |
| 34 | Southern Co COM | $10.1M | 106.0K | 0.8% | ▲+1.4% Added · +2K sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $10.0M | 13.6K | 0.8% | ▲+4.6% Added · +597 sh | |
| 36 | JPMorgan Chase & Co COM | $9.5M | 28.9K | 0.8% | ▼−0.9% Reduced · −273 sh | |
| 37 | Northrop Grumman Corp COM | $8.9M | 17.5K | 0.7% | ▲+0.2% Added · +32 sh | |
| 38 | Goldman Sachs Group Inc COM | $8.9M | 8.8K | 0.7% | ▼−0.2% Reduced · −15 sh | |
| 39 | Mastercard Incorporated CL A | $8.3M | 16.2K | 0.7% | ▲+3.1% Added · +484 sh | |
| 40 | J P Morgan Exchange Traded F EQUITY PREMIUM | $8.0M | 141.9K | 0.6% | ▲+4.0% Added · +5K sh | |
| 41 | Chubb Limited COM | $7.7M | 22.5K | 0.6% | ▲19× Added · +21K sh | |
| 42 | Uber Technologies Inc COM | $7.6M | 104.8K | 0.6% | ▲+5.0% Added · +5K sh | |
| 43 | Alphabet Inc CAP STK CL C | $7.5M | 21.3K | 0.6% | ▲+0.4% Added · +95 sh | |
| 44 | Rivian Automotive Inc COM CL A | $7.5M | 432.4K | 0.6% | ▲+0.1% Added · +490 sh | |
| 45 | Procter & Gamble Co COM | $7.5M | 51.1K | 0.6% | ▲+0.2% Added · +115 sh | |
| 46 | Costco Wholesale Corporation COM | $7.4M | 7.9K | 0.6% | ▼−4.8% Reduced · −402 sh | |
| 47 | Madison Square Garden Entmt COM CL A | $7.3M | 90.0K | 0.6% | ▲+9.5% Added · +8K sh | |
| 48 | Everpure Inc CL A | $7.1M | 90.5K | 0.6% | ▲~0% Added · +44 sh | |
| 49 | Abbvie Inc COM | $6.7M | 26.8K | 0.5% | ▼−46% Reduced · −23K sh | |
| 50 | Servicenow Inc COM | $6.5M | 65.3K | 0.5% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2022908/holdings"
Use Arkolith to show SPIREPOINT PRIVATE CLIENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 332 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 322 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 313 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 280 | $951.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 232 | $885.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 214 | $765.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 220 | $797.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 211 | $755.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.