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Latest SPIREPOINT PRIVATE CLIENT, LLC Stock Portfolio

SPIREPOINT PRIVATE CLIENT, LLC Performance:
2025 Q3: 4.55%YTD: 5.28%2024: 6.59%
Performance for 2025 Q3 is 4.55%, and YTD is 5.28%, and 2024 is 6.59%.

About SPIREPOINT PRIVATE CLIENT, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, SPIREPOINT PRIVATE CLIENT, LLC reported an equity portfolio of $951.1 Millions as of 30 Sep, 2025.

The top stock holdings of SPIREPOINT PRIVATE CLIENT, LLC are UPS, AAPL, MSFT. The fund has invested 9% of it's portfolio in UNITED PARCEL SERVICE INC and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off TYSON FOODS INC (TSN), INVESCO EXCH TRADED FD TR II (CGW) and SOUTHSTATE CORPORATION (SSB) stocks. They significantly reduced their stock positions in ARISTA NETWORKS INC (ANET), DIAMONDBACK ENERGY INC (FANG) and MERCK & CO INC (MRK). SPIREPOINT PRIVATE CLIENT, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPROUTS FMRS MKT INC (SFM) and SPROTT ASSET MANAGEMENT LP (PHYS). The fund showed a lot of confidence in some stocks as they added substantially to CARRIER GLOBAL CORPORATION (CARR), PHILIP MORRIS INTL INC (PM) and COCA COLA CO (KO).

SPIREPOINT PRIVATE CLIENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SPIREPOINT PRIVATE CLIENT, LLC made a return of 4.55% in the last quarter. In trailing 12 months, it's portfolio return was 5.23%.

New Buys

Ticker$ Bought
j p morgan exchange traded f5,537,790
sprouts fmrs mkt inc4,309,570
sprott asset management lp2,127,460
citigroup inc1,647,450
sprott asset management lp1,551,270
southstate bk corp1,024,690
coinbase global inc873,424
spdr gold tr742,221
New stocks bought by SPIREPOINT PRIVATE CLIENT, LLC

Additions

Ticker% Inc.
carrier global corporation547
philip morris intl inc397
coca cola co148
digital rlty tr inc128
vanguard index fds75.62
mondelez intl inc61.09
t-mobile us inc53.11
bank america corp51.48
Additions to existing portfolio by SPIREPOINT PRIVATE CLIENT, LLC

Reductions

Ticker% Reduced
arista networks inc-88.11
diamondback energy inc-86.95
merck & co inc-85.51
verizon communications inc-37.68
unitedhealth group inc-33.86
aflac inc-33.62
comcast corp new-32.78
aon plc-30.13
SPIREPOINT PRIVATE CLIENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
tyson foods inc-6,346,590
invesco exch traded fd tr ii-1,310,940
southstate corporation-937,326
juniper networks inc-253,436
bristol-myers squibb co-265,010
brown & brown inc-211,651
select sector spdr tr-229,541
flutter entmt plc-214,320
SPIREPOINT PRIVATE CLIENT, LLC got rid off the above stocks

Sector Distribution

SPIREPOINT PRIVATE CLIENT, LLC has about 24.3% of it's holdings in Technology sector.

Sector%
Technology24.3
Industrials19.3
Others19.1
Consumer Cyclical8.7
Healthcare8.3
Financial Services5.9
Consumer Defensive5
Communication Services3.3
Utilities2.8
Energy2.4

Market Cap. Distribution

SPIREPOINT PRIVATE CLIENT, LLC has about 78.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP43.4
MEGA-CAP35.2
UNALLOCATED19.1
MID-CAP1.9

Stocks belong to which Index?

About 68.5% of the stocks held by SPIREPOINT PRIVATE CLIENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50068.5
Others30.6
Top 5 Winners (%)%
APP
applovin corp
85.8 %
STX
seagate technology hldngs pl
47.3 %
STRL
sterling infrastructure inc
47.2 %
VSCO
victorias secret and co
46.5 %
PSTG
pure storage inc
45.5 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
9.6 M
AAPL
apple inc
7.1 M
ANET
arista networks inc
6.5 M
GOOG
alphabet inc
5.8 M
AVGO
broadcom inc
5.0 M
Top 5 Losers (%)%
IT
gartner inc
-35.0 %
CMG
chipotle mexican grill inc
-30.2 %
WING
wingstop inc
-24.7 %
FTNT
fortinet inc
-18.1 %
ACN
accenture plc ireland
-17.5 %
Top 5 Losers ($)$
UPS
united parcel service inc
-19.0 M
AXON
axon enterprise inc
-2.0 M
CMG
chipotle mexican grill inc
-1.5 M
CI
the cigna group
-1.1 M
FTNT
fortinet inc
-1.1 M

SPIREPOINT PRIVATE CLIENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SPIREPOINT PRIVATE CLIENT, LLC

SPIREPOINT PRIVATE CLIENT, LLC has 280 stocks in it's portfolio. About 35.8% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for SPIREPOINT PRIVATE CLIENT, LLC last quarter.

Last Reported on: 22 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions