ArchPoint Investors
Top Portfolio Positions
52 positions ·
$307,608,139 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
337,065 | $96,926,411 | 31.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
138,210 | $28,784,996 | 9.36% | |
| CW |
Curtiss Wright Corp
Industrials
|
33,800 | $23,021,856 | 7.48% | |
| DMLP |
Dorchester Minerals, L.P.
Energy
|
499,898 | $13,547,235 | 4.40% | |
| LZB |
La-Z-Boy Inc
Consumer Cyclical
|
352,996 | $11,345,291 | 3.69% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
130,575 | $10,131,314 | 3.29% | |
| MSFT |
Microsoft Corp
Technology
|
24,981 | $9,247,216 | 3.01% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
31,950 | $9,066,132 | 2.95% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
249,200 | $8,831,648 | 2.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,636 | $7,567,356 | 2.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ORBS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,620 | 35,000 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||