SPIREPOINT PRIVATE CLIENT, LLC
Top Portfolio Positions
260 positions ·
$863,418,581 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 | 11.69% | |
| AAPL |
Apple Inc.
Technology
|
172,126 | $43,683,857 | 5.06% | |
| AVGO |
Broadcom Inc.
Technology
|
101,558 | $31,433,216 | 3.64% | |
| MSFT |
Microsoft Corp
Technology
|
82,374 | $30,492,383 | 3.53% | |
| CLH |
Clean Harbors Inc
Industrials
|
106,046 | $30,406,569 | 3.52% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
206,589 | $30,219,838 | 3.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
97,182 | $27,945,655 | 3.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
109,419 | $26,746,380 | 3.10% | |
| NVDA |
Nvidia Corp
Technology
|
149,346 | $26,045,942 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,239 | $21,085,046 | 2.44% |
Portfolio Trend
9 quarters · across all stocks
Holdings in DLY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $184,440 | 13,250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $163,575 | 11,250 | Shares | Sole | 2026-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||