ArchPoint Investors

CIK

1483472

Location

CORAL GABLES, FL

Portfolio Value

Small $472,954,066

Diversification

Diversified

Filing Date

Global Rank

#3,968 / 8,795 ▼ 132 · as of Jun 2026

Top Industry

Internet Content & Information 38.4%

Period ended 3 months ago

Filed Aug 13, 2026 · 54d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

25.4%

+0.6 pts

Top 5

55.1%

+2.6 pts

Top 10

68.4%

+3.4 pts

HHI

973

Diversified+68

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.4%	$148,421,080	22
Communication Services	29.0%	$137,258,725	4
Consumer Cyclical	10.2%	$48,377,598	7
Technology	7.7%	$36,550,060	7
Industrials	6.7%	$31,502,947	3
Energy	5.4%	$25,407,193	7
Healthcare	4.0%	$19,037,753	7
Financial Services	3.4%	$16,047,207	8
Basic Materials	1.1%	$5,163,682	3
Real Estate	0.8%	$3,664,500	2
Consumer Defensive	0.3%	$1,523,321	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+227,075	272,490	$22,513,123
BXSL	Blackstone Secured Lending Fund	+84,300	105,300	$2,496,663
VB	Vanguard Morningstar Small-Cap ETF	+56,230	187,918	$59,358,623
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+34,750	153,892	$15,141,403
IRDM	Iridium Communications Inc.	+33,730	230,796	$12,659,160
CLYM	Climb Bio, Inc.	+7,500	128,900	$1,680,856
—		+4,330	143,216	$5,718,773
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

16 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
VIG	Vanguard Dividend Appreciation ETF	−3,614	31,565	$3,190,030
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

5 positions

Ticker	Company	Shares	Value
MPLX	Mplx LP	62,977	$3,594,097
ET	Energy Transfer LP	181,126	$3,495,731
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	10,400	$1,135,888
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

72 tracked positions · $472,954,066 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 72 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%	25.44%
VB	Vanguard Morningstar Small-Cap ETF	Added	187,918	+56,230	$59,358,623	+38.6%	12.55%
AMZN	Amazon Com Inc Consumer Cyclical	Held	138,210	0	$32,940,971	+14.4%	6.96%
CW	Curtiss Wright Corp Industrials	Reduced	33,500	-300	$25,384,960	+10.3%	5.37%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	272,490	+227,075	$22,513,123	+629.6%	4.76%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	153,892	+34,750	$15,141,403	—	3.20%
CSCO	Cisco Systems, Inc. Technology	Reduced	128,650	-1,925	$15,111,229	+49.2%	3.20%
IRDM	Iridium Communications Inc. Communication Services	Added	230,796	+33,730	$12,659,160	+131.6%	2.68%
LZB	La-Z-Boy Inc Consumer Cyclical	Reduced	277,796	-75,200	$11,145,175	−1.8%	2.36%
MSFT	Microsoft Corp Technology	Reduced	24,067	-914	$8,977,472	−2.9%	1.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,386	-250	$8,502,723	+12.4%	1.80%
		Held	203,500	0	$8,469,670	+15.0%	1.79%
DMLP	Dorchester Minerals, L.P. Energy	Reduced	314,184	-185,714	$7,933,146	−41.4%	1.68%
LNG	Cheniere Energy, Inc. Energy	Held	31,950	0	$7,636,369	−15.8%	1.61%
PHYS	Sprott Physical Gold Trust Financial Services	Held	249,200	0	$7,518,364	−14.9%	1.59%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	14,095	0	$7,066,669	+2.0%	1.49%
NVDA	Nvidia Corp Technology	Added	31,992	+2	$6,401,279	+14.7%	1.35%
JNJ	Johnson & Johnson Healthcare	Reduced	25,165	-289	$6,391,155	+2.7%	1.35%
		Added	143,216	+4,330	$5,718,773	+21.4%	1.21%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	29,875	0	$4,727,718	+23.9%	1.00%
		Held	24,933	0	$3,846,164	−15.2%	0.81%
EPD	Enterprise Products Partners L.P. Energy	Reduced	100,100	-71,896	$3,679,676	−43.5%	0.78%
PSN	Parsons Corp Technology	NEW	70,000	NEW	$3,667,300	NEW	0.78%
CSGP	Costar Group, Inc. Real Estate	Reduced	126,000	-1,000	$3,568,320	−30.3%	0.75%
CMI	Cummins Inc Industrials	Reduced	5,000	-163	$3,566,050	+28.4%	0.75%
CVX	Chevron Corp Energy	Held	19,610	0	$3,250,553	−19.9%	0.69%
VIG	Vanguard Dividend Appreciation ETF	Reduced	31,565	-3,614	$3,190,030	−1.9%	0.67%
		Held	16,750	0	$3,185,682	+12.6%	0.67%
GLD	Spdr Gold Trust	Held	7,362	0	$2,712,013	−14.4%	0.57%
RGNX	REGENXBIO Inc. Healthcare	Held	222,278	0	$2,662,890	+43.0%	0.56%
JHX	James Hardie Industries plc Basic Materials	Held	100,000	0	$2,618,000	+38.2%	0.55%
POOL	Pool Corp Industrials	Held	11,875	0	$2,551,937	+6.2%	0.54%
BIDU	Baidu, Inc. Communication Services	Held	22,000	0	$2,514,380	+2.6%	0.53%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	105,300	+84,300	$2,496,663	+401.9%	0.53%
		Held	100,875	0	$2,468,411	−13.9%	0.52%
ACES	ALPS Clean Energy ETF	Held	46,325	0	$2,401,951	−1.5%	0.51%
PSLV	Sprott Physical Silver Trust Financial Services	Held	124,364	0	$2,346,748	−22.6%	0.50%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	35,212	0	$2,214,482	+7.0%	0.47%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	18,040	-149	$2,128,359	+10.7%	0.45%
OKE	Oneok Inc /New/ Energy	Reduced	23,010	-13,305	$2,000,489	−39.1%	0.42%
META	Meta Platforms, Inc. Communication Services	Added	3,100	+725	$1,746,199	+28.5%	0.37%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Held	34,614	0	$1,738,661	+0.6%	0.37%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	17,850	0	$1,713,243	−23.5%	0.36%
CLYM	Climb Bio, Inc. Healthcare	Added	128,900	+7,500	$1,680,856	+102.1%	0.36%
AAPL	Apple Inc. Technology	Held	5,586	0	$1,616,364	+14.0%	0.34%
QQQ	Invesco Qqq Trust, Series 1	Held	2,120	0	$1,561,168	+27.6%	0.33%
DBL	DoubleLine Opportunistic Credit Fund Financial Services	Held	100,964	0	$1,451,862	−1.5%	0.31%
MO	Altria Group, Inc. Consumer Defensive	Reduced	18,317	-11,800	$1,317,908	−33.7%	0.28%
BX	Blackstone Inc. Financial Services	Reduced	9,800	-9,800	$1,153,166	−48.8%	0.24%
ABCL	AbCellera Biologics Inc. Healthcare	Held	115,055	0	$903,181	+124.9%	0.19%

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.