Spirepoint Private Client, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Spirepoint Private Client, LLC reported 232 stock positions worth $885.6 million. Its top holding was United Parcel Service Class B (UPS) at 12.5% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Apple (AAPL, 3.3%). Compared with Q1 2025, it opened 25 new positions, sold out of 7, added to 82 and reduced 84. The biggest buy was Arista Networks (ANET, shares +746%) and the biggest sale Proshares S&P 500 Dividend A (NOBL, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- VERO BEACH, FL
- CIK
- 0002022908
- Portfolio Value
- $885.6M (Q2 2025)
- SEC Filing
- 0002033299-25-000005 ↗ filed Jul 16, 2025
Holdings Value
Holdings 232 stocks · $885.6M
| UPS United Parcel Service Class B | 12.47% | 1,093,830 | $110.4M | Add +1.0% |
| MSFT Microsoft Corp. | 4.16% | 74,130 | $36.9M | Add +0.7% |
| AAPL Apple Inc. | 3.34% | 144,013 | $29.5M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 3.19% | 207,182 | $28.2M | Reduce -2.6% |
| AVGO Broadcom Inc. | 2.86% | 91,794 | $25.3M | Add +1.6% |
| CLH Clean Harbors Inc. | 2.85% | 109,120 | $25.2M | Reduce -0.4% |
| NVDA Nvidia Corp. | 2.47% | 138,619 | $21.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.98% | 79,997 | $17.6M | Add +1.4% |
| JNJ Johnson & Johnson | 1.74% | 100,916 | $15.4M | Add +0.1% |
| ANET Arista Networks Inc. | 1.74% | 150,448 | $15.4M | Add +745.6% |
| GOOGL Alphabet Inc. Class A | 1.74% | 87,294 | $15.4M | Add +0.7% |
| AXON Axon Enterprise Inc. | 1.73% | 18,473 | $15.3M | Add +0.1% |
| AMLP Alerian MLP ETF | 1.71% | 309,809 | $15.1M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.59% | 88,224 | $14.1M | Add +0.1% |
| XLK SS Technology Select Sector | 1.56% | 54,565 | $13.8M | Add +1.4% |
| LLY Eli Lilly & Co. | 1.42% | 16,156 | $12.6M | Add +2.4% |
| NEE Nextera Energy Inc. | 1.41% | 180,196 | $12.5M | Reduce -2.1% |
| PANW Palo Alto Networks Inc. | 1.36% | 58,962 | $12.1M | Add +2.5% |
| VIG Vanguard Dividend Apprec ETF | 1.32% | 57,173 | $11.7M | Add +169.2% |
| V Visa Inc. Class A | 1.31% | 32,742 | $11.6M | Add +1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.30% | 140,862 | $11.5M | Add +2.2% |
| RIVN Rivian Automotive Inc. Class A | 1.28% | 827,940 | $11.4M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 22,026 | $10.7M | Add +36.1% |
| XOM Exxon Mobil Corp. | 1.04% | 85,679 | $9.2M | Add +0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.02% | 73,046 | $9.0M | Add +1.4% |
| COST Costco Wholesale Corp. | 1.01% | 9,062 | $9.0M | Add +83.0% |
| CI The Cigna Group | 1.01% | 27,113 | $9.0M | Add +4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.00% | 180,599 | $8.9M | Reduce -3.8% |
| BSX Boston Scientific Corp. | 0.99% | 82,027 | $8.8M | Add +3.0% |
| BND Vanguard Total Bond Market | 0.98% | 118,021 | $8.7M | Add +5.0% |
| CVX Chevron Corp. | 0.95% | 58,523 | $8.4M | Reduce -0.3% |
| WMT Walmart Inc. | 0.94% | 85,347 | $8.3M | Add +3.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.92% | 26,031 | $8.2M | Reduce -8.8% |
| LMT Lockheed Martin Corp. | 0.90% | 17,201 | $8.0M | Add +0.3% |
| NOC Northrop Grumman Corp. | 0.88% | 15,543 | $7.8M | Add +1.7% |
| HD Home Depot Inc. | 0.87% | 21,126 | $7.7M | Reduce -2.0% |
| SO The Southern Co. | 0.86% | 82,844 | $7.6M | Add +1.1% |
| GD General Dynamics Corp. | 0.86% | 26,059 | $7.6M | Add +3.4% |
| GILD Gilead Sciences Inc. | 0.79% | 62,856 | $7.0M | Add +1.7% |
| ABBV Abbvie Inc. | 0.79% | 37,505 | $7.0M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.78% | 12,300 | $6.9M | Add +1.8% |
| TSN Tyson Foods Inc. Class A | 0.72% | 113,454 | $6.3M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.70% | 8,758 | $6.2M | Add +252.6% |
| MRK Merck & Co. Inc. | 0.68% | 75,866 | $6.0M | Add +0.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.67% | 18,634 | $6.0M | Add +3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 10,770 | $5.9M | Add +5.1% |
| UBER Uber Technologies Inc. | 0.65% | 61,374 | $5.7M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 0.62% | 18,824 | $5.5M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 0.61% | 9,552 | $5.4M | Add +8.1% |
| FTNT Fortinet Inc. | 0.61% | 51,148 | $5.4M | Add +4.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.59% | 90,440 | $5.2M | New |
| ORLY O'reilly Automotive Inc. | 0.58% | 56,940 | $5.1M | Add +170.6% |
| INGR Ingredion Inc. | 0.57% | 37,003 | $5.0M | Reduce -0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 86,071 | $4.8M | Add +382.5% |
| FANG Diamondback Energy Inc. | 0.53% | 34,145 | $4.7M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.53% | 11,483 | $4.7M | Add +2.4% |
| OTIS Otis Worldwide Corp. | 0.44% | 38,931 | $3.9M | Add +3.8% |
| VLTO Veralto Corp. | 0.41% | 36,253 | $3.7M | Add +2.1% |
| SGI Somnigroup International Inc. | 0.41% | 53,479 | $3.6M | Add +819.4% |
| XYZ Block Inc. | 0.40% | 52,531 | $3.6M | New |
| ACN Accenture PLC Class A | 0.40% | 11,909 | $3.6M | Add +608.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 5,488 | $3.4M | Reduce -1.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.36% | 8,645 | $3.2M | Reduce -6.8% |
| GOOG Alphabet Inc. Class C | 0.35% | 17,472 | $3.1M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 27,984 | $3.1M | Reduce -9.7% |
| XLE SS Energy Select Sector | 0.35% | 36,086 | $3.1M | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.34% | 4,080 | $3.0M | Add +2.7% |
| BLK BlackRock Inc. | 0.34% | 2,858 | $3.0M | No change |
| IVV iShares Core S&P 500 ETF | 0.33% | 4,749 | $2.9M | Reduce -10.8% |
| EMR Emerson Electric Co. | 0.33% | 21,870 | $2.9M | Add +407.2% |
| DGRO iShares Core Dividend Growth | 0.30% | 41,108 | $2.6M | Add +1.3% |
| VFLO Victoryshares Free Cash Flow | 0.30% | 74,149 | $2.6M | New |
| NKE Nike Inc. Class B | 0.29% | 35,987 | $2.6M | New |
| RECS Columbia Resear Enh Cor ETF | 0.27% | 64,672 | $2.4M | Reduce -8.9% |
| IWF iShares Russell 1000 Growth | 0.27% | 5,589 | $2.4M | Reduce -38.5% |
| FISV Fiserv Inc. | 0.25% | 12,930 | $2.2M | New |
| ORCL Oracle Corp. | 0.24% | 9,688 | $2.1M | Reduce -0.1% |
| LRCX Lam Research Corp. | 0.23% | 21,346 | $2.1M | Add +0.0% |
| ITW Illinois Tool Works | 0.22% | 8,025 | $2.0M | Add +134.4% |
| ADP Automatic Data Processing | 0.22% | 6,200 | $1.9M | Reduce -0.0% |
| NOBL Proshares S&P 500 Dividend A | 0.19% | 16,485 | $1.7M | Reduce -81.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 22,145 | $1.6M | Add +1.3% |
| UL Unilever PLC | 0.18% | 26,181 | $1.6M | New |
| LIN Linde PLC | 0.17% | 3,283 | $1.5M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.17% | 5,433 | $1.5M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.16% | 20,768 | $1.4M | Reduce -0.1% |
| AXP American Express Co. | 0.16% | 4,408 | $1.4M | New |
| SRE Sempra | 0.16% | 18,467 | $1.4M | Add +4.7% |
| ABT Abbott Laboratories | 0.16% | 10,235 | $1.4M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 22,340 | $1.4M | Add +2.2% |
| ETN Eaton Corp. PLC | 0.15% | 3,821 | $1.4M | Reduce -0.1% |
| VONG Vanguard Russell 1000 Growth | 0.15% | 12,287 | $1.3M | New |
| SYK Stryker Corp. | 0.15% | 3,326 | $1.3M | Reduce -0.9% |
| PZA Invesco National Amt-Free Mu | 0.15% | 58,550 | $1.3M | New |
| ROK Rockwell Automation Inc. | 0.15% | 3,940 | $1.3M | Reduce -0.0% |
| HON Honeywell International Inc. | 0.15% | 5,616 | $1.3M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.14% | 5,675 | $1.3M | Reduce -0.8% |
| PAYC Paycom Software Inc. | 0.14% | 5,334 | $1.2M | No change |
| IJR iShares Core S&P Small-Cap E | 0.14% | 11,280 | $1.2M | Add +2.8% |
| SHW The Sherwin-Williams Co. | 0.13% | 3,423 | $1.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| NOBL Proshares S&P 500 Dividend A | Reduce -81.4% | 0.19% | −0.99 |
| AAPL Apple Inc. | Reduce -0.1% | 3.34% | −0.85 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.41 |
| AMLP Alerian MLP ETF | Reduce -0.0% | 1.71% | −0.39 |
| CVX Chevron Corp. | Reduce -0.3% | 0.95% | −0.34 |
| NEE Nextera Energy Inc. | Reduce -2.1% | 1.41% | −0.29 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.8% | 1.00% | −0.22 |
| FANG Diamondback Energy Inc. | Reduce -2.1% | 0.53% | −0.20 |
| IWF iShares Russell 1000 Growth | Reduce -38.5% | 0.27% | −0.16 |
| HD Home Depot Inc. | Reduce -2.0% | 0.87% | −0.16 |
| INGR Ingredion Inc. | Reduce -0.1% | 0.57% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -10.8% | 0.33% | −0.06 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.17% | −0.05 |
| TCHP T Rowe Price Blue Chip Growt | Sold out | 0.00% | −0.05 |
| RECS Columbia Resear Enh Cor ETF | Reduce -8.9% | 0.27% | −0.04 |
| MCD McDonald's Corp. | Reduce -5.7% | 0.11% | −0.03 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.14% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.0% | 0.22% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -18.6% | 0.06% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.7% | 0.35% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.03 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.03 |
| LIN Linde PLC | Reduce -0.4% | 0.17% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -7.3% | 0.07% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 0.38% | −0.03 |
| PFE Pfizer Inc. | Reduce -15.4% | 0.05% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.16% | −0.02 |
| PLD Prologis Inc. | Reduce -12.5% | 0.05% | −0.02 |
| ADBE Adobe Inc. | Reduce -10.4% | 0.07% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 0.07% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -18.6% | 0.05% | −0.02 |
| PAYX Paychex Inc. | Reduce -1.4% | 0.07% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.0% | 0.07% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -6.8% | 0.36% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.9% | 0.03% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -29.0% | 0.04% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -4.6% | 0.06% | −0.02 |
| SYK Stryker Corp. | Reduce -0.9% | 0.15% | −0.01 |
| URI United Rentals Inc. | Reduce -19.4% | 0.08% | −0.01 |
| SPGI S&P Global Inc. | Reduce -1.6% | 0.11% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.2% | 0.06% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -1.1% | 0.04% | −0.01 |
| AME Ametek Inc. | Reduce -0.0% | 0.10% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -2.9% | 0.11% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -3.9% | 0.03% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -0.1% | 0.11% | −0.01 |
| EXR Extra Space Storage Inc. | Reduce -0.1% | 0.04% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| ANET Arista Networks Inc. | Add +745.6% | 1.74% | +1.56 |
| AVGO Broadcom Inc. | Add +1.6% | 2.86% | +0.88 |
| VIG Vanguard Dividend Apprec ETF | Add +169.2% | 1.32% | +0.78 |
| P Everpure Inc. Class A | New | 0.59% | +0.59 |
| MSFT Microsoft Corp. | Add +0.7% | 4.16% | +0.55 |
| GS Goldman Sachs Group Inc. | Add +252.6% | 0.70% | +0.52 |
| NVDA Nvidia Corp. | Add +0.3% | 2.47% | +0.52 |
| AXON Axon Enterprise Inc. | Add +0.1% | 1.73% | +0.46 |
| CMG Chipotle Mexican Grill Inc. | Add +382.5% | 0.55% | +0.43 |
| XYZ Block Inc. | New | 0.40% | +0.40 |
| COST Costco Wholesale Corp. | Add +83.0% | 1.01% | +0.40 |
| SGI Somnigroup International Inc. | Add +819.4% | 0.41% | +0.37 |
| ACN Accenture PLC Class A | Add +608.0% | 0.40% | +0.33 |
| ORLY O'reilly Automotive Inc. | Add +170.6% | 0.58% | +0.32 |
| VFLO Victoryshares Free Cash Flow | New | 0.30% | +0.30 |
| NKE Nike Inc. Class B | New | 0.29% | +0.29 |
| EMR Emerson Electric Co. | Add +407.2% | 0.33% | +0.27 |
| FISV Fiserv Inc. | New | 0.25% | +0.25 |
| UL Unilever PLC | New | 0.18% | +0.18 |
| AXP American Express Co. | New | 0.16% | +0.16 |
| VONG Vanguard Russell 1000 Growth | New | 0.15% | +0.15 |
| PZA Invesco National Amt-Free Mu | New | 0.15% | +0.15 |
| AR Antero Resources Corp. | New | 0.13% | +0.13 |
| PGR Progressive Corp. | New | 0.13% | +0.13 |
| BBY Best Buy Co. Inc. | New | 0.12% | +0.12 |
| ITW Illinois Tool Works | Add +134.4% | 0.22% | +0.11 |
| XLK SS Technology Select Sector | Add +1.4% | 1.56% | +0.11 |
| CPB The Campbell's Company | New | 0.10% | +0.10 |
| GSY Invesco Ultra Short Duration | New | 0.10% | +0.10 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | Add +4.4% | 0.65% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +36.1% | 1.21% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +2.5% | 1.36% | +0.08 |
| VSXY Victoria's Secret & Co. | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.1% | 0.67% | +0.04 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.34% | +0.04 |
| LRCX Lam Research Corp. | Add +0.0% | 0.23% | +0.03 |
| AGX Argan Inc. | New | 0.03% | +0.03 |
| DVY iShares Select Dividend ETF | New | 0.03% | +0.03 |
| SHOP Shopify Inc. Class A | New | 0.03% | +0.03 |
| JCI Johnson Controls Internation | New | 0.03% | +0.03 |
| FLUT Flutter Entertainment PLC-Di | New | 0.02% | +0.02 |
| CDNS Cadence Design SYS Inc. | New | 0.02% | +0.02 |
| DLR Digital Realty Trust Inc. | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +72.9% | 0.05% | +0.02 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.98% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +8.1% | 0.61% | +0.02 |
| CEG Constellation Energy | Add +0.1% | 0.07% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 332 | $1.2B | UPS, AAPL, GOOGL, VOO, AVGO |
| Q1 2026 | 322 | $1.1B | UPS, AAPL, VOO, AVGO, MSFT |
| Q4 2025 | 313 | $1.0B | UPS, AAPL, VOO, MSFT, PLTR |
| Q3 2025 | 280 | $951.1M | UPS, AAPL, MSFT, PLTR, AVGO |
| Q2 2025 | 232 | $885.6M | UPS, MSFT, AAPL, PLTR, AVGO |
| Q1 2025 | 214 | $765.5M | UPS, AAPL, MSFT, CLH, PLTR |
| Q4 2024 | 220 | $797.9M | UPS, AAPL, MSFT, CLH, AVGO |
| Q3 2024 | 211 | $755.3M | UPS, AAPL, MSFT, CLH, NVDA |
| Q2 2024 | 207 | $705.5M | UPS, MSFT, AAPL, RIVN, CLH |
| Q1 2024 | 201 | $656.6M | UPS, MSFT, AAPL, CLH, RIVN |