SEC 13F Intelligence

Managers / Q1 2026

SPIREPOINT PRIVATE CLIENT, LLC

CIK 0002022908 · 830 AZALEA LANE, VERO BEACH, FL, 32963 · (772) 316-1271

Reported Value
$1.1B
Q1 2026
Positions
322
Filings on Record
9
2019–present window
Filed
Apr 22, 2026
original filing

Summary

Spirepoint Private Client, Llc reported $1.1B in U.S.-listed holdings across 322 positions for Q1 2026.

Its largest position, UPS, represents 9.6% of the portfolio.

Compared with Q4 2025, the fund opened 30 new positions and exited 21.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $657MQ1 ’24Q2 ’24: $705MQ3 ’24: $755MQ3 ’24Q4 ’24: $798MQ1 ’25: $765MQ1 ’25Q2 ’25: $886MQ3 ’25: $951MQ3 ’25Q4 ’25: $1.0BQ1 ’26: $1.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 78.7%ETP: 18.3%Other: 1.5%Closed-End Fund: 0.8%ADR: 0.4%Other: 0.2%
  • Common Stock · 78.7% · $828M
  • ETP · 18.3% · $192M
  • Other · 1.5% · $16M
  • Closed-End Fund · 0.8% · $8M
  • ADR · 0.4% · $5M
  • Other · 0.2% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B322Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B313Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$951M280Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$886M232Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$765M214Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$798M220Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$755M211Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$705M207Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$657M201May 10, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.