SPIREPOINT PRIVATE CLIENT, LLC
SEC Form 13F institutional filer · CIK 0002022908
13F-HR · 200 reported holdings · 2026-03-31
Spirepoint Private Client, LLC is a registered investment advisor.
Reported long-US-equity value
$0.86B
Top-10 concentration
42.9%
SPIREPOINT PRIVATE CLIENT, LLC — $865M AUM allocation strategy
SPIREPOINT PRIVATE CLIENT, LLC files SEC Form 13F and reports $865M of long US equity value across 200 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.7%, followed by Industrials 13.0% and Health Care 5.2%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SPIREPOINT PRIVATE CLIENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$865M
total across 200 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$DUK +42K sh · +$5.52M+$LRCX +22.7K sh · +$5.72M+$UBER +12.5K sh · +$46.9K
Biggest trims (shares)
−$XLU −318K sh · −$13.3M−$VOO −15.4K sh · −$12.2M−$LMT −14.8K sh · −$6.92M
Exited to nil (held last quarter, gone now)
$FTNT ($4.11M last qtr)$WDAY ($306K last qtr)$EFX ($252K last qtr)$EXC ($248K last qtr)$IT ($247K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Air Freight & Logistics11.7%—
- Semiconductors6.6%—
- Pharmaceuticals5.2%—
- Technology Hardware, Storage & Peripherals5.1%—
- Integrated Oil & Gas3.9%—
- Systems Software3.5%—
- Application Software3.5%—
- Interactive Media & Services3.3%—
- Other holdings57.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $UPS | United Parcel Service Inc | 1.03M | $101M | +0 | 11.7% |
| $AAPL | Apple Inc | 172K | $43.7M | +2.1K | 5.1% |
| $AVGO | Broadcom Inc | 102K | $31.4M | +8.65K | 3.6% |
| $MSFT | Microsoft Corporation | 82.4K | $30.5M | +3.01K | 3.5% |
| $PLTR | Palantir Technologies Inc | 207K | $30.2M | +1.99K | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 97.2K | $27.9M | +2.63K | 3.2% |
| $JNJ | Johnson & Johnson | 109K | $26.7M | +2.48K | 3.1% |
| $NVDA | NVIDIA Corporation | 149K | $26M | +2.27K | 3.0% |
| $AMZN | Amazon.com Inc | 101K | $21.1M | +6.1K | 2.4% |
…and 191 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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