ArchPoint Investors
ArchPoint Investors reported 80 holdings worth US$473M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
ArchPoint Investors reported 80 holdings worth US$473M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Curtiss-wright Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$473M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 337K | US$120M | 25.4% |
| Amazon.com, Inc. | 138K | US$32.9M | 7.0% |
| Curtiss-wright Corporation | 33,500 | US$25.4M | 5.4% |
| Cisco Systems, Inc. | 129K | US$15.1M | 3.2% |
| Iridium Communications Inc | 231K | US$12.7M | 2.7% |
| La-z-boy Incorporated | 278K | US$11.1M | 2.4% |
| Microsoft Corp. | 24,067 | US$8.98M | 1.9% |
| Dorchester Minerals, L.p. | 314K | US$7.93M | 1.7% |
| Cheniere Energy, Inc. | 31,950 | US$7.64M | 1.6% |
| Thermo Fisher Scientific Inc | 14,095 | US$7.07M | 1.5% |
| Nvidia Corporation | 31,992 | US$6.4M | 1.4% |
| Johnson & Johnson | 25,165 | US$6.39M | 1.4% |
| Enterprise Products Partners L.p. | 100K | US$3.68M | 0.78% |
| Parsons Corporation | 70,000 | US$3.67M | 0.77% |
| Costar Group, Inc. | 126K | US$3.57M | 0.75% |
| Cummins Inc. | 5,000 | US$3.57M | 0.75% |
| Chevron Corporation | 19,610 | US$3.25M | 0.69% |
| Regenxbio Inc. | 222K | US$2.66M | 0.56% |
| Blackstone Secured Lending Fund | 105K | US$2.58M | 0.54% |
| Pool Corporation | 11,875 | US$2.55M | 0.54% |
| Freeport-mcmoran, Inc. | 35,212 | US$2.21M | 0.47% |
| Genuine Parts Company | 18,040 | US$2.15M | 0.45% |
| Oneok, Inc. | 23,010 | US$2M | 0.42% |
| Meta Platforms, Inc. | 3,100 | US$1.75M | 0.37% |
| Climb Bio, Inc. | 129K | US$1.68M | 0.36% |
| Apple Inc | 5,586 | US$1.62M | 0.34% |
| Altria Group, Inc. | 18,317 | US$1.34M | 0.28% |
| Blackstone Inc. | 9,800 | US$1.15M | 0.24% |
| Abcellera Biologics Inc. | 115K | US$903K | 0.19% |
| Exxon Mobil Corporation | 4,350 | US$595K | 0.13% |
| Coupang, Inc. | 20,000 | US$347K | 0.07% |
| Visa Inc. | 1,000 | US$343K | 0.07% |
| Almonty Industries Inc. | 20,000 | US$331K | 0.07% |
| Solid Biosciences Inc. | 31,326 | US$313K | 0.07% |
| Williams Companies, Inc. (the) | 4,200 | US$312K | 0.07% |
| Sentinelone, Inc. | 12,322 | US$209K | 0.04% |
| British American Tobacco P.l.c. | 3,326 | US$205K | 0.04% |
| Fermi Inc. | 10,500 | US$96,180 | 0.02% |
| Stitch Fix, Inc. | 19,000 | US$78,090 | 0.02% |
| Eightco Holdings Inc. | 35,000 | US$24,343 | <0.01% |
| Invivyd, Inc. | 23,000 | US$20,065 | <0.01% |
| Borr Drilling Limited | 0 | US$0 | 0.00% |
| Energy Transfer Lp | 0 | US$0 | 0.00% |
| Mplx Lp | 0 | US$0 | 0.00% |
Source
View original at SEC
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