We are live on
!
Find out more
SPC
Spirepoint Private Client Portfolio holdings
AUM
$1.05B
1-Year Est. Return
22.43%
This Fund
S&P 500
This Quarter
Est. Return
+4.45%
1 Year Est. Return
+22.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.05B
AUM Growth
+$95.2M
(+10%)
Cap. Flow
+$67.6M
Cap. Flow
% of AUM
6.46%
Top 10 Holdings %
Top 10 Hldgs %
38.52%
Holding
325
New
45
Increased
175
Reduced
55
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$33.3M |
| 2 |
Apple
AAPL
|
+$4.34M |
| 3 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$3.46M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.28M |
| 5 |
Vanguard Total Bond Market
BND
|
+$2.93M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cigna
CI
|
+$7.46M |
| 2 |
Procter & Gamble
PG
|
+$5.89M |
| 3 |
Home Depot
HD
|
+$5.52M |
| 4 |
Rivian
RIVN
|
+$4.73M |
| 5 |
Sprouts Farmers Market
SFM
|
+$4.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.31% |
| 2 | Industrials | 18.79% |
| 3 | Healthcare | 8.46% |
| 4 | Financials | 7.86% |
| 5 | Consumer Discretionary | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Credo Technology Group
CRDO
$39.7B
| $243K | 0.02% |
1,688
+105
| +7% | +$16.1K |
|
277
TE Connectivity
TEL
$58.8B
| $241K | 0.02% |
1,059
+134
| +14% | +$31K |
|
278
Cummins
CMI
$91.7B
| $240K | 0.02% |
+470
| New | +$220K |
|
279
State Street SPDR S&P Dividend ETF
SDY
$21.9B
| $239K | 0.02% |
+1,717
| New | +$239K |
|
280
Robinhood
HOOD
$85.2B
| $239K | 0.02% |
2,112
+206
| +11% | +$26.8K |
|
281
Carlisle Companies
CSL
$13.6B
| $237K | 0.02% |
742
| – | – |
|
282
General Motors
GM
$74.7B
| $233K | 0.02% |
+2,869
| New | +$202K |
|
283
Teledyne Technologies
TDY
$30.4B
| $233K | 0.02% |
+456
| New | +$240K |
|
|
LIF
284
Life360
LIF
$3.96B
| $231K | 0.02% |
+3,595
| New | +$299K |
|
285
Vertex Pharmaceuticals
VRTX
$121B
| $228K | 0.02% |
+502
| New | +$216K |
|
286
Aflac
AFL
$63.9B
| $227K | 0.02% |
2,062
-23
| -1% | -$2.53K |
|
287
UL Solutions
ULS
$17.2B
| $227K | 0.02% |
+2,873
| New | +$231K |
|
288
Cadence Design Systems
CDNS
$90B
| $226K | 0.02% |
722
+32
| +5% | +$10.4K |
|
289
PPG Industries
PPG
$25.9B
| $221K | 0.02% |
2,154
+175
| +9% | +$17.6K |
|
290
Yum! Brands
YUM
$41B
| $215K | 0.02% |
1,424
| – | – |
|
|
SCHW
291
Charles Schwab
SCHW
$177B
| $215K | 0.02% |
+2,151
| New | +$204K |
|
|
AIO
292
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$882M
| $212K | 0.02% |
+9,733
| New | +$227K |
|
293
CVS Health
CVS
$137B
| $209K | 0.02% |
+2,631
| New | +$207K |
|
294
Duke Energy
DUK
$102B
| $209K | 0.02% |
1,780
-20
| -1% | -$2.44K |
|
|
SNV
295
DELISTED
Synovus
SNV
| $206K | 0.02% |
4,121
-159
| -4% | -$7.64K |
|
296
Intuit
INTU
$81.1B
| $206K | 0.02% |
+311
| New | +$206K |
|
|
OKLO
297
Oklo
OKLO
$7B
| $206K | 0.02% |
+2,869
| New | +$320K |
|
298
Vanguard Mid-Cap ETF
VO
$106B
| $205K | 0.02% |
2,832
| – | – |
|
299
Iron Mountain
IRM
$38.2B
| $204K | 0.02% |
2,455
+68
| +3% | +$6.36K |
|
300
iShares MSCI Israel ETF
EIS
$879M
| $204K | 0.02% |
+1,850
| New | +$193K |
|
Similar funds
LAM
HW
NRG
ECM
CIA
SFP
MWA
AA
Spirepoint Private Client's Q4 2025 Portfolio in Review
As of Q4 2025, Spirepoint Private Client held 325 positions worth $1.05B, up 10% from $951M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Spirepoint Private Client deployed $67.6M of net new capital in Q4 2025, opening 45 new positions and adding to 175 existing holdings. Its largest new stake was iShares S&P 500 Value ETF: 2,925 shares worth $620K.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Cigna, an estimated $7.46M trimmed.
- Spirepoint Private Client's largest Q4 2025 buy was iShares S&P 500 Value ETF: 2,925 shares worth $620K.
- Spirepoint Private Client added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $33.3M increase.
- Spirepoint Private Client's biggest Q4 2025 reduction was Cigna, cutting an estimated $7.46M.
- Spirepoint Private Client fully exited Sprouts Farmers Market in Q4 2025, selling an estimated $4.31M.
- Spirepoint Private Client's ten largest holdings make up 39% of its $1.05B portfolio in Q4 2025.
- Spirepoint Private Client opened 45 new positions and closed 12 in Q4 2025.
- Spirepoint Private Client's portfolio value rose 10% quarter-over-quarter to $1.05B.
Based on Spirepoint Private Client's 13F filing for Q4 2025, filed 22 Jan 2026.