Fund Holdings

ArchPoint Investors

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMAZON COM INC(AMZN)96,160138,210+42,05022,195,65128,784,9976.85%+6,589,346
MICROSOFT CORP(MSFT)7,45724,981+17,5243,606,1259,247,0422.20%+5,640,917
COSTAR GROUP INC(CSGP)0127,000+127,00005,123,1801.22%+5,123,180
NVIDIA CORPORATION(NVDA)8,09031,990+23,9001,508,7855,579,2251.33%+4,070,440
CHENIERE ENERGY INC(LNG)31,95031,95006,210,7619,066,1322.16%+2,855,371
BLACKSTONE INC(BX)019,600+19,60002,253,8040.54%+2,253,804
IRIDIUM COMMUNICATIONS INC(IRDM)197,066197,06603,425,0075,466,6111.30%+2,041,604
SPDR SERIES TRUST
SP O&G EXPL PRO
24,93324,93303,148,0414,533,5671.08%+1,385,526
VANGUARD INDEX FDS29,46734,567+5,1005,627,9026,782,0451.61%+1,154,143
ENTERPRISE PRODS PARTNERS L(EPD)167,438171,996+4,5585,368,0626,508,3291.55%+1,140,267
CHEVRON CORPORATION(CVX)19,61019,61002,988,7604,057,3090.97%+1,068,549
DORCHESTER MINERALS L P(DMLP)559,260499,898-59,36212,505,05413,547,2363.23%+1,042,182
JOHNSON & JOHNSON(JNJ)25,16525,454+2895,207,8976,221,9761.48%+1,014,079
APPLE INC(AAPL)1,5865,586+4,000431,1701,417,6710.34%+986,501
SPROTT ASSET MANAGEMENT LP(PHYS)248,200249,200+1,0008,195,5648,831,6482.10%+636,084
ONEOK INC NEW(OKE)36,31536,31502,669,1533,282,5130.78%+613,360
ENERGY TRANSFER L P(ET)181,126181,12602,986,7643,495,7280.83%+508,964
CLIMB BIO INC121,400121,4000485,600831,5900.20%+345,990
TIDAL TRUST I54,22069,220+15,0001,061,6281,356,0200.32%+294,392
FREEPORT MCMORAN INC(FCX)35,21235,21201,788,4172,069,7610.49%+281,344
ALPS ETF TR
ALERIAN MLP
46,32546,32502,178,2022,438,5480.58%+260,346
ALTRIA GROUP INC(MO)30,11730,11701,768,4702,019,3450.48%+250,875
SPDR GOLD TR(GLD)7,3627,36202,917,6343,167,7950.75%+250,161
ARM HOLDINGS PLC01,600+1,6000242,0480.06%+242,048
MPLX LP(MPLX)62,97762,97703,361,0983,594,1140.86%+233,016
CUMMINS INC(CMI)5,0005,163+1632,552,2502,777,7970.66%+225,547
EXXON MOBIL CORP4,3504,3500523,479738,0210.18%+214,542
SPDR SERIES TRUST
ST STR SP BIOT
29,87529,87503,642,6593,815,9340.91%+173,275
ISHARES TR
CORE MSCI EAFE
117,752117,752010,534,09410,660,0892.54%+125,995
TORTOISE ENERGY INFRSTRCTR C(TYG)13,32913,3290545,156664,4510.16%+119,295
WISDOMTREE TR(WT)10,40010,40001,058,9281,135,8880.27%+76,960
WILLIAMS COS INC(WMB)4,2004,2000252,462305,6760.07%+53,214
CISCO SYS INC(CSCO)131,075130,575-50010,096,70710,131,3142.41%+34,607
EIGHTCO HOLDINGS INC035,000+35,000032,6270.01%+32,627
BORR DRILLING LTD(BORR)12,50012,500050,37572,1250.02%+21,750
VANGUARD INDEX FDS23,00724,180+1,17314,428,38014,448,7593.44%+20,379
VANGUARD MALVERN FDS34,61434,61401,712,0081,728,9690.41%+16,961
ABCELLERA BIOLOGICS INC(ABCL)115,055115,0550393,488401,5420.10%+8,054
VANGUARD INDEX FDS34,13634,13603,020,6953,027,8630.72%+7,168
VANGUARD INTL EQUITY INDEX F4,0004,0000294,240300,4000.07%+6,160
ISHARES TR1,3901,3900342,162344,7200.08%+2,558
ISHARES TR16,75016,75002,826,8982,828,2380.67%+1,340
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
7,7007,7000613,921610,3790.15%-3,542
VANGUARD SPECIALIZED FUNDS1,0431,0430229,231224,3080.05%-4,923
DOUBLELINE INCOME SOLUTIONS(DSL)15,00015,0000169,050162,4500.04%-6,600
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,7502,7500425,700403,1780.10%-22,522
SENTINELONE INC(S)12,32212,3220184,830158,7070.04%-26,123
VANECK ETF TRUST
INDIA GROWTH LDR
6,2256,2250286,973252,4240.06%-34,549
STITCH FIX INC19,00019,000099,75062,8900.01%-36,860
VISA INC(V)1,0001,0000350,710302,2400.07%-48,470
BLACKSTONE SECD LENDING FD(BXSL)21,00021,0000569,100513,6600.12%-55,440
ADVISORSHARES TR
PURE US CANN ETF
51,05051,0500240,956181,2280.04%-59,728
ISHARES BITCOIN TRUST ETF(IBIT)5,5895,5890277,494214,7290.05%-62,765
DOUBLELINE OPPORTUNISTIC CR100,964100,96401,539,7011,474,0740.35%-65,627
ISHARES TR2,4502,4500678,503609,6580.15%-68,845
INVESCO QQQ TR2,1182,120+21,301,1091,223,6220.29%-77,487
COUPANG INC(CPNG)20,00020,0000471,800377,6000.09%-94,200
ISHARES ETHEREUM TR(ETHA)17,69217,6920396,832280,0640.07%-116,768
CURTISS WRIGHT CORP(CW)42,05033,800-8,25023,180,90423,029,9685.48%-150,936
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,8214,600-5,221439,100281,7960.07%-157,304
TIDAL TRUST I69,66669,66603,557,8433,355,1150.80%-202,728
HINGE HEALTH INC(HNGE)4,4160-4,416205,1230-205,123
META PLATFORMS INC(META)2,3752,37501,567,7141,358,8090.32%-208,905
JAMES HARDIE INDS PLC
ORD SHS
102,000100,000-2,0002,116,5001,894,0000.45%-222,500
STATE STR SPDR S&P 500 ETF T(SPY)11,49611,636+1407,862,3267,588,3301.81%-273,996
GMO ETF TRUST
US QUALITY ETF
199,000203,500+4,5007,653,5407,374,9421.76%-278,598
POOL CORP(POOL)11,87511,87502,716,4062,402,6690.57%-313,737
VANGUARD INDEX FDS7,2207,22003,522,3493,153,6240.75%-368,725
ALIBABA GROUP HLDG LTD(BABA)17,85017,85002,616,4532,239,4610.53%-376,992
BAIDU INC22,00022,00002,874,5202,451,2400.58%-423,280
SPDR INDEX SHS FDS
ST STR NAT ETF
6,9000-6,900428,7660-428,766
SELECT SECTOR SPDR TR
ST STR MATER ETF
9,5800-9,580434,4530-434,453
KRANESHARES TRUST102,375100,875-1,5003,485,8692,867,8760.68%-617,993
SPROTT FDS TR
URANI MINER ETF
13,0000-13,000713,5700-713,570
VANGUARD INDEX FDS65,72165,721022,034,28021,083,9545.02%-950,326
THERMO FISHER SCIENTIFIC INC(TMO)14,09514,09508,173,4096,934,7401.65%-1,238,669
REGENXBIO INC222,278222,27803,200,8031,862,6900.44%-1,338,113
VANGUARD ADMIRAL FDS INC45,41545,415020,191,05518,515,2414.41%-1,675,814
LA Z BOY INC(LZB)352,996352,996013,156,16111,345,2912.70%-1,810,870
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
71,0810-71,0812,691,8370-2,691,837
GENUINE PARTS CO(GPC)37,74018,189-19,5514,679,3831,942,8130.46%-2,736,570
SPROTT ASSET MANAGEMENT LP(PSLV)245,864124,364-121,5005,814,6843,033,2380.72%-2,781,446
ALPHABET INC(GOOG)337,105337,065-40105,513,86596,926,41123.08%-8,587,454
CONFLUENT INC433,3330-433,33313,103,9900-13,103,990
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