Archpoint Investors Top Holdings and 13F Report (2025) About Archpoint InvestorsInvestment ActivityArchpoint Investors has $304.43 million in total holdings as of December 31, 2024.Archpoint Investors owns shares of 67 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.61% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Archpoint Investors has purchased 68 new stocks and bought additional shares in 6 stocks.Archpoint Investors sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $46,961,544Amazon.com $21,096,542La-Z-Boy $20,336,123Vanguard Total Stock Market ETF $19,046,603Dorchester Minerals $17,872,846 Largest New Holdings this Quarter AltC Acquisition $463,960 HoldingWilliams Companies $227,304 HoldingVanguard Dividend Appreciation ETF $204,247 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 9,500 shares (about $878.28K)AltC Acquisition 21,854 shares (about $463.96K)Williams Companies 4,200 shares (about $227.30K)Vanguard Dividend Appreciation ETF 1,043 shares (about $204.25K)Mplx 714 shares (about $34.17K) Largest Sales this Quarter Amazon.com 2,140 shares (about $469.49K)Dorchester Minerals 7,520 shares (about $250.64K)Coupang 7,000 shares (about $153.86K)Alibaba Group 1,215 shares (about $103.02K)iShares Biotechnology ETF 750 shares (about $99.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArchpoint Investors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$46,961,5440.0%248,08015.4%Computer and TechnologyAMZNAmazon.com$21,096,542$469,495 ▼-2.2%96,1606.9%Retail/WholesaleLZBLa-Z-Boy$20,336,1230.0%466,7466.7%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$19,046,6030.0%65,7216.3%ETFDMLPDorchester Minerals$17,872,846$250,642 ▼-1.4%536,2395.9%Oils/EnergyVOOGVanguard S&P 500 Growth ETF$16,624,6150.0%45,4155.5%ETFCWCurtiss-Wright$14,160,1220.0%39,9004.7%AerospaceIEFiShares 7-10 Year Treasury Bond ETF$12,896,775$878,275 ▲7.3%139,5004.2%ETFVOOVanguard S&P 500 ETF$11,671,1630.0%21,6613.8%ETFIEFAiShares Core MSCI EAFE ETF$8,275,6110.0%117,7522.7%ETFCSCOCisco Systems$7,730,034$29,600 ▼-0.4%130,5752.5%Computer and TechnologyTMOThermo Fisher Scientific$7,356,1110.0%14,1302.4%MedicalECMLEuclidean Fundamental Value ETF$6,897,8820.0%217,6292.3%ETFGPCGenuine Parts$5,975,1420.0%50,7402.0%Retail/WholesaleEPDEnterprise Products Partners$5,185,690$15,805 ▲0.3%165,3601.7%Oils/EnergyCHENIERE ENERGY INC$5,081,6760.0%23,6501.7%COM NEWVTVVanguard Value ETF$4,986,7470.0%29,4671.6%ETF2023 ETF SERIES TRUST II$3,900,3400.0%122,0001.3%GMO US QUALITY ESPYSPDR S&P 500 ETF Trust$3,868,9310.0%6,5791.3%FinanceOKEONEOK$3,646,0260.0%36,3151.2%Oils/EnergyETEnergy Transfer$3,413,319$32,676 ▲1.0%174,2381.1%Oils/EnergyXOPSPDR S&P Oil & Gas Exploration & Production ETF$3,300,3810.0%24,9331.1%ETFVNQVanguard Real Estate ETF$3,040,8350.0%34,1361.0%ETFVUGVanguard Growth ETF$2,963,3770.0%7,2201.0%ETFMPLXMplx$2,882,040$34,172 ▲1.2%60,2180.9%Oils/EnergyCVXChevron$2,840,3120.0%19,6100.9%Oils/EnergyEMLPFirst Trust North American Energy Infrastructure Fund$2,791,3950.0%78,3000.9%ETFXBISPDR S&P Biotech ETF$2,611,740$78,803 ▼-2.9%29,0000.9%ETFSPROTT PHYSICAL SILVER TR$2,372,5880.0%245,8640.8%TR UNITSPUSSP Funds S&P 500 Sharia Industry Exclusions ETF$2,342,5180.0%54,5660.8%ManufacturingAMLPAlerian MLP ETF$2,231,0120.0%46,3250.7%ETFIBBiShares Biotechnology ETF$2,115,360$99,158 ▼-4.5%16,0000.7%FinanceMTTRMatterport$1,758,1890.0%370,9260.6%Business ServicesCMICummins$1,743,0000.0%5,0000.6%Auto/Tires/TrucksRGNXREGENXBIO$1,712,411$21,257 ▼-1.2%221,5280.6%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,676,0100.0%34,6140.6%ManufacturingMOAltria Group$1,605,5370.0%30,1170.5%Consumer StaplesDBLDoubleLine Opportunistic Credit Fund$1,584,3950.0%102,2190.5%Financial ServicesQQQInvesco QQQ$1,439,2160.0%2,8130.5%FinanceGLDSPDR Gold Shares$1,347,333$8,474 ▼-0.6%5,5650.4%FinanceMETAMeta Platforms$1,346,6730.0%2,3000.4%Computer and TechnologyFCXFreeport-McMoRan$1,340,8730.0%35,2120.4%Basic MaterialsDHSWisdomTree U.S. High Dividend Fund$1,137,2010.0%12,1750.4%FinanceMSFTMicrosoft$1,099,732$847 ▲0.1%2,5980.4%Computer and TechnologySPRESP Funds S&P Global REIT Sharia ETF$1,039,3710.0%52,5200.3%ETFNAUTNautilus Biotechnology$1,018,303$13,672 ▼-1.3%606,1330.3%MedicalNVDANVIDIA$898,4000.0%6,6900.3%Computer and TechnologyBXSLBlackstone Secured Lending Fund$833,6160.0%25,2000.3%FinanceXLBMaterials Select Sector SPDR Fund$634,4160.0%7,5400.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$600,6770.0%7,7000.2%ETFIWYiShares Russell Top 200 Growth ETF$576,4120.0%2,4500.2%ETFXOMExxon Mobil$467,9300.0%4,3500.2%Oils/EnergyALCCAltC Acquisition$463,960$463,960 ▲New Holding21,8540.2%Oils/EnergyBABAAlibaba Group$402,413$103,020 ▼-20.4%4,7460.1%Retail/WholesaleAAPLApple$397,1660.0%1,5860.1%Computer and TechnologyGNRSPDR S&P Global Natural Resources ETF$343,3440.0%6,9000.1%ETFABCLAbCellera Biologics$337,1110.0%115,0550.1%MedicalGLINVanEck India Growth Leaders ETF$321,3950.0%6,5350.1%ETFVVisa$315,6750.0%1,0000.1%Business ServicesCPNGCoupang$285,740$153,860 ▼-35.0%13,0000.1%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$250,952$86 ▲0.0%2,9300.1%ETFWMBWilliams Companies$227,304$227,304 ▲New Holding4,2000.1%Oils/EnergyVIGVanguard Dividend Appreciation ETF$204,247$204,247 ▲New Holding1,0430.1%ETFDSLDoubleLine Income Solutions Fund$188,5500.0%15,0000.1%Financial ServicesBLNDBlend Labs$161,2770.0%38,3080.1%Computer and TechnologyMSOSAdvisorShares Pure US Cannabis ETF$111,062$30,099 ▼-21.3%29,1500.0%ETFSFIXStitch Fix$81,8900.0%19,0000.0%Retail/WholesaleCORE SCIENTIFIC INC NEW$0$2,330,300 ▼-100.0%00.0%COMMMDMainStay MacKay DefinedTerm Municipal Opportunities Fund$0$1,846,406 ▼-100.0%00.0%Financial ServicesTYGTortoise Energy Infrastructure$0$523,163 ▼-100.0%00.0%FinanceSSentinelOne$0$294,742 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
