SPIREPOINT PRIVATE CLIENT, LLC
Top Portfolio Positions
259 positions ·
$851,142,227 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
1,026,359 | $100,973,198 | 11.86% | |
| AAPL |
Apple Inc.
Technology
|
172,126 | $43,683,857 | 5.13% | |
| AVGO |
Broadcom Inc.
Technology
|
101,558 | $31,433,216 | 3.69% | |
| MSFT |
Microsoft Corp
Technology
|
82,374 | $30,492,383 | 3.58% | |
| CLH |
Clean Harbors Inc
Industrials
|
106,046 | $30,406,569 | 3.57% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
206,589 | $30,219,838 | 3.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
97,182 | $27,945,655 | 3.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
109,419 | $26,746,380 | 3.14% | |
| NVDA |
Nvidia Corp
Technology
|
149,346 | $26,045,942 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,239 | $21,085,046 | 2.48% |
Portfolio Trend
Holdings in BALY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,800 | 20,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $330,400 | 20,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $222,000 | 20,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $191,600 | 20,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $246,000 | 20,000 | Shares | Sole | 2025-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||