StockDriftsStockDriftsTop 50 Archpoint Investors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 25.42% | 336.7K | $120.3M | -0.10%(-330) | $152.09(+126.65%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.96% | 138.2K | $32.9M | +0.00%(+0) | $171.66(+52.94%) | 2026-06-30 | |
| CW | CURTISS WRIGHT CORP | 5.36% | 33.5K | $25.4M | -0.89%(-300) | $76.90(+809.35%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.14% | 65.7K | $24.3M | +0.00%(+0) | $248.56(+54.23%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 4.76% | 272.5K | $22.5M | +0.00%(+0) | $47.96(+75.36%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.37% | 30.1K | $20.7M | +24.52%(+5.93K) | $501.90(+42.00%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.19% | 128.7K | $15.1M | -1.47%(-1.93K) | $47.92(+136.95%) | 2026-06-30 | |
| IRDM | IRIDIUM COMMUNICATIONS INC | 2.67% | 230.8K | $12.7M | +17.12%(+33.73K) | $28.31(+77.33%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.4% | 117.8K | $11.4M | +0.00%(+0) | $74.56(+35.90%) | 2026-06-30 | |
| LZB | LA Z BOY INC | 2.35% | 277.8K | $11.1M | -21.30%(-75.20K) | $14.00(+195.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.81% | +89.77% | +9.41% | +56.81% |
| Top 20 Holdings Unweighted | +16.53% | +58.23% | +4.52% | +24.72% |
Archpoint Investors reports $473.35M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (25.4%), AMZN (7.0%) and CW (5.4%). The top 20 holdings account for 79.43% of reported assets. Its disclosed equity book has returned +89.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Archpoint Investors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1483472). View Archpoint Investors’s 13F filings on SEC