ArchPoint Investors

CIK

1483472

Location

CORAL GABLES, FL

Portfolio Value

Small $341,076,366

Diversification

Diversified

Filing Date

Global Rank

#3,417 / 8,517 ▲ 66

Top Industry

Internet Content & Information 38.4%

3Y Alpha vs SPY

+8.9%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+117.8%

SPY

+75.3%

Annualised alpha

+9.0%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

35.3%

+4.1 pts

Top 5

60.5%

+4.6 pts

Top 10

73.5%

+3.2 pts

HHI

1,491

Diversified+265

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	40.2%	$137,258,725	4
Consumer Cyclical	14.2%	$48,377,598	7
Technology	10.7%	$36,550,060	7
Industrials	9.2%	$31,502,947	3
Energy	7.4%	$25,407,193	7
Healthcare	5.6%	$19,037,753	7
Unclassified	4.9%	$16,543,380	7
Financial Services	4.7%	$16,047,207	8
Basic Materials	1.5%	$5,163,682	3
Real Estate	1.1%	$3,664,500	2
Consumer Defensive	0.4%	$1,523,321	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BXSL	Blackstone Secured Lending Fund	+84,300	105,300	$2,496,663
IRDM	Iridium Communications Inc.	+33,730	230,796	$12,659,160
CLYM	Climb Bio, Inc.	+7,500	128,900	$1,680,856
META	Meta Platforms, Inc.	+725	3,100	$1,746,199
NVDA	Nvidia Corp	+2	31,992	$6,401,279
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
DMLP	Dorchester Minerals, L.P.	−185,714	314,184	$7,933,146
LZB	La-Z-Boy Inc	−75,200	277,796	$11,145,175
EPD	Enterprise Products Partners L.P.	−71,896	100,100	$3,679,676
OKE	Oneok Inc /New/	−13,305	23,010	$2,000,489
MO	Altria Group, Inc.	−11,800	18,317	$1,317,908
BX	Blackstone Inc.	−9,800	9,800	$1,153,166
CSCO	Cisco Systems, Inc.	−1,925	128,650	$15,111,229
CSGP	Costar Group, Inc.	−1,000	126,000	$3,568,320
MSFT	Microsoft Corp	−914	24,067	$8,977,472
GOOGL	Alphabet Inc.	−330	336,735	$120,338,986
CW	Curtiss Wright Corp	−300	33,500	$25,384,960
JNJ	Johnson & Johnson	−289	25,165	$6,391,155
SPY	Spdr S&P 500 ETF Trust	−250	11,386	$8,502,723
CMI	Cummins Inc	−163	5,000	$3,566,050
GPC	Genuine Parts Co	−149	18,040	$2,128,359
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
PSN	Parsons Corp	70,000	$3,667,300
ALM	Almonty Industries Inc.	20,000	$331,200
SLDB	Solid Biosciences Inc.	31,326	$312,946
BTI	British American Tobacco p.l.c.	3,326	$205,413
FRMI	Fermi Inc.	10,500	$96,180
IVVD	Invivyd, Inc.	23,000	$20,056
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MPLX	Mplx LP	62,977	$3,594,097
ET	Energy Transfer LP	181,126	$3,495,731
IBIT	iShares Bitcoin Trust ETF	5,589	$214,729
BORR	Borr Drilling Ltd	12,500	$72,125
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $341,076,366 total · filing declares 80 positions · $473,354,990 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	336,735	-330	$120,338,986	+24.2%	35.28%
AMZN	Amazon Com Inc Consumer Cyclical	Held	138,210	0	$32,940,971	+14.4%	9.66%
CW	Curtiss Wright Corp Industrials	Reduced	33,500	-300	$25,384,960	+10.3%	7.44%
CSCO	Cisco Systems, Inc. Technology	Reduced	128,650	-1,925	$15,111,229	+49.2%	4.43%
IRDM	Iridium Communications Inc. Communication Services	Added	230,796	+33,730	$12,659,160	+131.6%	3.71%
LZB	La-Z-Boy Inc Consumer Cyclical	Reduced	277,796	-75,200	$11,145,175	−1.8%	3.27%
MSFT	Microsoft Corp Technology	Reduced	24,067	-914	$8,977,472	−2.9%	2.63%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,386	-250	$8,502,723	+12.4%	2.49%
DMLP	Dorchester Minerals, L.P. Energy	Reduced	314,184	-185,714	$7,933,146	−41.4%	2.33%
LNG	Cheniere Energy, Inc. Energy	Held	31,950	0	$7,636,369	−15.8%	2.24%
PHYS	Sprott Physical Gold Trust Financial Services	Held	249,200	0	$7,518,364	−14.9%	2.20%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	14,095	0	$7,066,669	+2.0%	2.07%
NVDA	Nvidia Corp Technology	Added	31,992	+2	$6,401,279	+14.7%	1.88%
JNJ	Johnson & Johnson Healthcare	Reduced	25,165	-289	$6,391,155	+2.7%	1.87%
EPD	Enterprise Products Partners L.P. Energy	Reduced	100,100	-71,896	$3,679,676	−43.5%	1.08%
PSN	Parsons Corp Technology	NEW	70,000	NEW	$3,667,300	NEW	1.08%
CSGP	Costar Group, Inc. Real Estate	Reduced	126,000	-1,000	$3,568,320	−30.3%	1.05%
CMI	Cummins Inc Industrials	Reduced	5,000	-163	$3,566,050	+28.4%	1.05%
CVX	Chevron Corp Energy	Held	19,610	0	$3,250,553	−19.9%	0.95%
IBB	iShares Biotechnology ETF	Held	16,750	0	$3,185,682	+12.6%	0.93%
GLD	Spdr Gold Trust	Held	7,362	0	$2,712,013	−14.4%	0.80%
RGNX	REGENXBIO Inc. Healthcare	Held	222,278	0	$2,662,890	+43.0%	0.78%
JHX	James Hardie Industries plc Basic Materials	Held	100,000	0	$2,618,000	+38.2%	0.77%
POOL	Pool Corp Industrials	Held	11,875	0	$2,551,937	+6.2%	0.75%
BIDU	Baidu, Inc. Communication Services	Held	22,000	0	$2,514,380	+2.6%	0.74%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	105,300	+84,300	$2,496,663	+401.9%	0.73%
PSLV	Sprott Physical Silver Trust Financial Services	Held	124,364	0	$2,346,748	−22.6%	0.69%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	35,212	0	$2,214,482	+7.0%	0.65%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	18,040	-149	$2,128,359	+10.7%	0.62%
OKE	Oneok Inc /New/ Energy	Reduced	23,010	-13,305	$2,000,489	−39.1%	0.59%
META	Meta Platforms, Inc. Communication Services	Added	3,100	+725	$1,746,199	+28.5%	0.51%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	17,850	0	$1,713,243	−23.5%	0.50%
CLYM	Climb Bio, Inc. Healthcare	Added	128,900	+7,500	$1,680,856	+102.1%	0.49%
AAPL	Apple Inc. Technology	Held	5,586	0	$1,616,364	+14.0%	0.47%
QQQ	Invesco Qqq Trust, Series 1	Held	2,120	0	$1,561,168	+27.6%	0.46%
DBL	DoubleLine Opportunistic Credit Fund Financial Services	Held	100,964	0	$1,451,862	−1.5%	0.43%
MO	Altria Group, Inc. Consumer Defensive	Reduced	18,317	-11,800	$1,317,908	−33.7%	0.39%
BX	Blackstone Inc. Financial Services	Reduced	9,800	-9,800	$1,153,166	−48.8%	0.34%
ABCL	AbCellera Biologics Inc. Healthcare	Held	115,055	0	$903,181	+124.9%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Held	4,350	0	$594,732	−19.4%	0.17%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Held	13,329	0	$571,414	−14.0%	0.17%
ARM	Arm Holdings PLC /Uk Technology	Held	1,600	0	$567,312	+134.4%	0.17%
CPNG	Coupang, Inc. Consumer Cyclical	Held	20,000	0	$347,400	−8.0%	0.10%
V	Visa Inc. Financial Services	Held	1,000	0	$343,090	+13.5%	0.10%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	4,000	0	$335,000	+11.5%	0.10%
ALM	Almonty Industries Inc. Basic Materials	NEW	20,000	NEW	$331,200	NEW	0.10%
SLDB	Solid Biosciences Inc. Healthcare	NEW	31,326	NEW	$312,946	NEW	0.09%
WMB	Williams Companies, Inc. Energy	Held	4,200	0	$312,228	+2.1%	0.09%
VIG	Vanguard Dividend Appreciation ETF	Held	1,043	0	$246,794	+10.0%	0.07%
S	SentinelOne, Inc. Technology	Held	12,322	0	$209,104	+31.8%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.