StockDriftsStockDriftsTop 50 Spirepoint Private Client LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | 8.92% | 1.02M | $110.1M | -0.25%(-2.52K) | $152.40(-30.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.02% | 171.7K | $49.7M | -0.28%(-474) | $196.50(+56.07%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.49% | 120.5K | $43.1M | +24.04%(+23.36K) | $189.35(+85.62%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.48% | 62.5K | $43.0M | +17.73%(+9.42K) | $599.82(+18.54%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.46% | 113.1K | $42.7M | +11.40%(+11.58K) | $166.79(+152.02%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.92% | 180.4K | $36.1M | +20.77%(+31.02K) | $96.07(+129.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.8% | 92.5K | $34.5M | +12.31%(+10.14K) | $404.42(+24.31%) | 2026-06-30 | |
| CLH | CLEAN HARBORS INC | 2.56% | 105.8K | $31.6M | -0.20%(-208) | $200.74(+55.29%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.39% | 86.4K | $29.5M | +20.85%(+14.91K) | $170.51(+122.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.31% | 119.5K | $28.5M | +17.99%(+18.21K) | $187.02(+47.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.35% |
Spirepoint Private Client LLC reports $1.23B in US-listed equity holdings across 332 positions in its most recent 13F filing. Its largest disclosed positions are UPS (8.9%), AAPL (4.0%) and GOOGL (3.5%). The top 20 holdings account for 53.35% of reported assets. Its disclosed equity book has returned +18.12% cumulatively over 9 quarters. 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 Spirepoint Private Client LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022908). View Spirepoint Private Client LLC’s 13F filings on SEC