SPIREPOINT PRIVATE CLIENT, LLC

Q2 2026 13F-HR Holdings

Location
Vero Beach, FL
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
332
Total value ($000)
$1,234,530
Net value change ($000)
+183,186 (17.4%)
New positions
27
Sold out positions
17
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 18,009 157.1%
SOXX 16,906 NEW
GOOGL 15,132 54.1%
ANET 12,097 538.8%
TSM 11,553 772.3%
AVGO 11,304 36.0%
VOO 11,209 35.3%
LRCX 10,334 111.7%
NVDA 10,043 38.6%
UPS 9,090 9.0%
Top Reduces (Value $000, Stocks/ETFs)
TMO -8,118 -85.5%
BSX -6,348 -95.7%
PLTR -5,909 -19.6%
AJG -4,580 -87.2%
ABBV -4,020 -37.4%
ARES -3,973 -100.0%
OTIS -3,623 -90.4%
XOM -3,471 -19.3%
SOFI -3,201 -100.0%
NOC -3,008 -25.2%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type