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Portfolio (Quarterly) Guide ↗

ArchPoint Investors

· CIK 0001483472
13F Portfolio $422M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GPC GENUINE PARTS CO Consumer Cyclical 37,740.0 $4.7M 1.11% NEW $123.99 -21.7%
22 XBI SPDR SERIES TRUST 29,875.0 $3.6M 0.86% NEW $121.93 +9.4%
23 MSFT MICROSOFT CORP Technology 7,457.0 $3.6M 0.85% NEW $483.59 -14.0%
24 SPUS TIDAL TRUST I 69,666.0 $3.6M 0.84% NEW $51.07 +13.2%
25 VUG VANGUARD INDEX FDS 7,220.0 $3.5M 0.83% NEW $487.86 -81.9%
26 KWEB KRANESHARES TRUST 102,375.0 $3.5M 0.83% NEW $34.05 -19.9%
27 IRIDIUM COMMUNICATIONS INC 197,066.0 $3.4M 0.81% NEW $17.38
28 MPLX MPLX LP Energy 62,977.0 $3.4M 0.80% NEW $53.37 +5.8%
29 RGNX REGENXBIO INC Healthcare 222,278.0 $3.2M 0.76% NEW $14.40 -56.2%
30 XOP SPDR SERIES TRUST 24,933.0 $3.1M 0.75% NEW $126.26 +31.6%
31 VNQ VANGUARD INDEX FDS 34,136.0 $3.0M 0.72% NEW $88.49 +9.8%
32 CVX CHEVRON CORP NEW Energy 19,610.0 $3.0M 0.71% NEW $152.41 +21.2%
33 ET ENERGY TRANSFER L P Energy 181,126.0 $3.0M 0.71% NEW $16.49 +18.8%
34 GLD SPDR GOLD TR Financial Services 7,362.0 $2.9M 0.69% NEW $396.31 +4.5%
35 BIDU BAIDU INC Communication Services 22,000.0 $2.9M 0.68% NEW $130.66 -3.0%
36 IBB ISHARES TR 16,750.0 $2.8M 0.67% NEW $168.77 +0.4%
37 POOL POOL CORP Industrials 11,875.0 $2.7M 0.64% NEW $228.75 -20.3%
38 EMLP FIRST TR EXCHANGE-TRADED FD 71,081.0 $2.7M 0.64% NEW $37.87 +16.6%
39 OKE ONEOK INC NEW Energy 36,315.0 $2.7M 0.63% NEW $73.50 +23.1%
40 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 17,850.0 $2.6M 0.62% NEW $146.58 -11.7%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 38.6%
Consumer Cyclical 15.2%
Energy 12.9%
Financial Services 10.5%
Industrials 10.0%
Healthcare 6.0%
Technology 5.6%
Consumer Defensive 0.6%
Basic Materials 0.6%