SPIREPOINT PRIVATE CLIENT, LLC
•CIK: 2022908•Filing: Q4 2025
**SPIREPOINT PRIVATE CLIENT, LLC** manages $1.0B across a diversified portfolio of 313 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with top holdings including UPS at $101.8M and AAPL at $46.2M. Further notable allocations include VOO ($44.1M), MSFT ($38.4M), and PLTR ($36.4M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$1.0B
QoQ Performance
+10.0%
Positions
279
Top 10 Concentration
39.7%
Latest Filing
Q4 2025
Top Holdings Allocation
UPS
UPS9.7%
AAPL4.4%
VOO4.2%
MSFT3.7%
PLTR3.5%
AVGO3.1%
GOOGL2.8%
NVDA2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.9%
Technology19.4%
Industrial11.3%
Healthcare7.5%
Consumer6.6%
Financial5.8%
ETF5.1%
Utilities2.3%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW5 new positions
↑138 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024