Portfolio (Quarterly)
Guide ↗
SPIREPOINT PRIVATE CLIENT, LLC
· CIK 0002022908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | FORTINET INC | — | 51,738 | $4.1M | 0.39% | SOLD |
| 2 | DXPE | DXP ENTERPRISES INC | Industrials | 3,937 | $432K | 0.04% | SOLD |
| 3 | LRN | STRIDE INC | Consumer Defensive | 6,326 | $411K | 0.04% | SOLD |
| 4 | WDAY | WORKDAY INC | Technology | 1,425 | $306K | 0.03% | SOLD |
| 5 | — | PIPER SANDLER COMPANIES | — | 898 | $305K | 0.03% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 1,042 | $276K | 0.03% | SOLD |
| 7 | INGR | INGREDION INC | Consumer Defensive | 2,429 | $268K | 0.03% | SOLD |
| 8 | EFX | EQUIFAX INC | Industrials | 1,162 | $252K | 0.02% | SOLD |
| 9 | EXC | EXELON CORP | Utilities | 5,689 | $248K | 0.02% | SOLD |
| 10 | IT | GARTNER INC | Technology | 978 | $247K | 0.02% | SOLD |
| 11 | SAP | SAP SE | Technology | 1,015 | $247K | 0.02% | SOLD |
| 12 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 1,688 | $243K | 0.02% | SOLD |
| 13 | GM | GENERAL MTRS CO | Consumer Cyclical | 2,869 | $233K | 0.02% | SOLD |
| 14 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 502 | $228K | 0.02% | SOLD |
| 15 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 722 | $226K | 0.02% | SOLD |
| 16 | CVS | CVS HEALTH CORP | Healthcare | 2,631 | $209K | 0.02% | SOLD |
| 17 | — | SYNOVUS FINL CORP | — | 4,121 | $206K | 0.02% | SOLD |
| 18 | INTU | INTUIT | Technology | 311 | $206K | 0.02% | SOLD |
| 19 | LII | LENNOX INTL INC | Industrials | 418 | $203K | 0.02% | SOLD |
| 20 | IAU | ISHARES GOLD TR | Financial Services | 2,464 | $200K | 0.02% | SOLD |
Sector Allocation
Technology
26.7%
Industrials
24.2%
Healthcare
10.9%
Financial Services
10.6%
Consumer Cyclical
8.5%
Communication Services
4.7%
Energy
4.6%
Utilities
4.5%
Consumer Defensive
4.4%
Basic Materials
0.6%