Spirepoint-Private-Client

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PIPR",
  "STRL",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BRO",
  "BDJ",
  "BSX",
  null,
  "FCX",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "ISRG",
  "ITW",
  "INGR",
  "AMAT",
  "RIVN",
  "EMR",
  "ICE",
  "META",
  "IVW",
  "IJH",
  null,
  "BOE",
  "LRCX",
  "LIN",
  null,
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EXC",
  "ORLY",
  "BX",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  null,
  "PPG",
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SHW",
  "SRE",
  "RTX",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TSN",
  "UBER",
  "UPS",
  "VO",
  "MET",
  "RCL",
  null,
  "SNV",
  "PPC",
  "VIG",
  "MOD",
  null,
  "XLB",
  "IT",
  null,
  null,
  "TT",
  "AON",
  "SSB",
  "AFL",
  "AXON",
  "DOV",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "GSLC",
  "AEP",
  "CMRE",
  "AMZN",
  "HBAN",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "MGK",
  "VTEB",
  "BND",
  "VOT",
  "VOO",
  "VLTO",
  "V",
  "WMT",
  "WING",
  "WDAY",
  "YUM",
  "GRMN",
  "JNPR",
  "NSC",
  "MFC",
  "KDP",
  "SO",
  "PFGC",
  "OTIS",
  "CRM",
  null,
  "DIA",
  "DGRO",
  "EXR",
  "NUE",
  "PAYC",
  "AME",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CARR",
  "CCL",
  "CSL",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CSCO",
  "CLH",
  "KO",
  "CMCSA",
  "CL",
  "CEG",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "FANG",
  "IJT",
  "ADI",
  "MCO",
  "NEE",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "ITRN",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 214
Total Value: 765456378
Accession Number: 0002022908-25-000004
Form Type: 13F-HR
CIK: spirepoint-private-client
Manager Name: Spirepoint-Private-Client

Data Enrichment

93% identified

200 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

214 positions • $765.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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921910816

MGK|921910816

Shares:9.3K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$765.5M)

Alphabet Inc.

GOOG|02079K107

Shares:17.4K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$765.5M)

BlackRock, Inc.

BLK|09290D101

Shares:2.9K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$765.5M)

46434V621

DGRO|46434V621

Shares:40.6K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$765.5M)

19761L706

Shares:71.0K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$765.5M)

Meta Platforms, Inc.

META|30303M102

Shares:4.0K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$765.5M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:1.4K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$765.5M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$765.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.6K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$765.5M)

AMGEN INC

AMGN|031162100

Shares:5.4K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$765.5M)

LAM RESEARCH CORP

LRCX|512807306

Shares:21.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$765.5M)

LINDE PLC

LIN|G54950103

Shares:3.3K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$765.5M)

78464A854

SPLG|78464A854

Shares:21.9K

Value:$1.4M