SPIREPOINT PRIVATE CLIENT, LLC

Q1 2026 13F-HR Holdings

Location
Vero Beach, FL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
322
Total value ($000)
$1,051,344
Net value change ($000)
+5,046 (0.5%)
New positions
30
Sold out positions
21
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 5,724 162.2%
XOM 5,630 45.5%
CLH 5,587 22.5%
DUK 5,525 2643.5%
KLAC 5,188 2003.1%
CVX 5,172 47.5%
MSGE 4,840 NEW
AMLP 4,807 27.4%
JNJ 4,616 20.9%
ARES 3,973 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLU -13,322 -79.5%
VOO -12,378 -28.1%
MSFT -7,889 -20.6%
LMT -6,920 -85.3%
PLTR -6,148 -16.9%
FTNT -4,109 -100.0%
AAPL -2,541 -5.5%
BSX -2,338 -26.1%
LLY -2,056 -10.1%
RIVN -2,013 -23.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type