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Portfolio (Quarterly) Guide ↗

SPIREPOINT PRIVATE CLIENT, LLC

· CIK 0002022908
13F Portfolio $1.1B AUM 322 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 115 Added 108 Reduced 21 Exited
Page 8 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FCX FREEPORT MCMORAN INC Basic Materials 13,929.0 $819K 0.08% -421.0 -2.9% $58.78 +6.4%
142 EFAV ISHARES TR 8,920.0 $815K 0.08% $91.37 -0.8%
143 RPV INVESCO EXCHANGE TRADED FD T 7,538.0 $810K 0.08% -41.0 -0.5% $107.39 +10.4%
144 VTI VANGUARD INDEX FDS 2,491.0 $799K 0.08% +29.0 +1.2% $320.81 +15.2%
145 GLD SPDR GOLD TR Financial Services 1,856.0 $799K 0.08% +151.0 +8.9% $430.29 -12.9%
146 MU MICRON TECHNOLOGY INC Technology 2,320.0 $784K 0.07% +475.0 +25.8% $337.84 +187.4%
147 PARR PAR PAC HOLDINGS INC Energy 12,328.0 $772K 0.07% +5K +65.6% $62.64 +28.4%
148 VBR VANGUARD INDEX FDS 3,409.0 $741K 0.07% +874.0 +34.5% $217.22 +12.1%
149 RSP INVESCO EXCHANGE TRADED FD T 3,802.0 $730K 0.07% +2K +160.1% $191.92 +10.9%
150 FISV FISERV INC Technology 12,945.0 $722K 0.07% $55.80 -9.3%
151 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.07% $718140.00
152 SBUX STARBUCKS CORP Consumer Cyclical 7,818.0 $700K 0.07% +187.0 +2.5% $89.59 +16.6%
153 KKR KKR & CO INC Financial Services 7,510.0 $695K 0.07% -64.0 -0.8% $92.50 +5.0%
154 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,762.0 $690K 0.07% +20.0 +1.1% $391.76 +127.6%
155 URI UNITED RENTALS INC Industrials 939.0 $684K 0.07% $728.56 +39.1%
156 WFC WELLS FARGO & CO Financial Services 8,593.0 $684K 0.07% +858.0 +11.1% $79.61 +10.2%
157 XLV SELECT SECTOR SPDR TR 4,644.0 $681K 0.07% +29.0 +0.6% $146.61 +9.3%
158 PLD PROLOGIS INC. Real Estate 5,047.0 $667K 0.06% -470.0 -8.5% $132.18 +13.4%
159 AGX ARGAN INC Industrials 1,223.0 $666K 0.06% -8.0 -0.7% $544.72 +11.2%
160 AEP AMERICAN ELEC PWR CO INC Utilities 4,967.0 $651K 0.06% +113.0 +2.3% $131.09 -0.5%
Page 8 of 17  ·  322 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
Technology 26.2%
Industrials 24.3%
Healthcare 11.0%
Financial Services 10.7%
Consumer Cyclical 8.6%
Communication Services 4.7%
Utilities 4.6%
Energy 4.6%
Consumer Defensive 4.4%
Basic Materials 0.6%