Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPIREPOINT PRIVATE CLIENT LLC | 08-08-2024 | 06-30-2024 | 207 | 705,480,509 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 1 | $148,063,074 | 1,081,937 | 0.02 | 1,081,937 | +Inf | 06-30-2024 | |
| MICROSOFT CORP | COM | 2 | $29,061,018 | 65,021 | 0.00 | 65,021 | +Inf | 06-30-2024 | |
| APPLE INC | COM | 3 | $28,891,016 | 137,171 | 0.00 | 137,171 | +Inf | 06-30-2024 | |
| RIVIAN AUTOMOTIVE INC | COM CL A | 4 | $19,161,505 | 1,427,832 | 0.00 | 1,427,832 | +Inf | 06-30-2024 |
