Fund Holdings

ArchPoint Investors

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ALPHABET INC(GOOG)341,080341,630+55060,108,52883,050,25322.78%+22,941,725
SPROTT ASSET MANAGEMENT LP(PHYS)0173,200+173,20005,130,1841.41%+5,130,184
SPROTT ASSET MANAGEMENT LP(PSLV)0245,864+245,86403,860,0651.06%+3,860,065
BAIDU INC022,000+22,00002,898,9400.80%+2,898,940
CURTISS WRIGHT CORP(CW)39,80039,575-22519,453,84221,496,3495.90%+2,042,507
VANGUARD ADMIRAL FDS INC45,41545,415018,008,86419,776,4165.43%+1,767,552
VANGUARD INDEX FDS65,72165,721020,034,60021,627,2835.93%+1,592,683
THERMO FISHER SCIENTIFIC INC(TMO)14,05014,095+455,702,7556,842,4181.88%+1,139,663
VANGUARD INDEX FDS23,00723,007013,108,80714,129,0593.88%+1,020,252
JOHNSON & JOHNSON(JNJ)25,16525,16503,843,9544,666,0941.28%+822,140
KRANESHARES TRUST102,375102,37503,514,5344,300,7741.18%+786,240
ALIBABA GROUP HLDG LTD(BABA)21,96117,850-4,1112,534,5193,190,3310.88%+655,812
GENUINE PARTS CO(GPC)37,74037,74004,617,1125,269,6361.45%+652,524
SPDR GOLD TR(GLD)6,3657,262+8971,940,2432,581,4230.71%+641,180
IRIDIUM COMMUNICATIONS INC(IRDM)93,609195,707+102,0982,824,1843,417,0440.94%+592,860
SPDR S&P 500 ETF TR(SPY)11,71911,71907,261,2627,828,4722.15%+567,210
SPDR SERIES TRUST29,87529,87502,477,5342,993,4750.82%+515,941
CUMMINS INC(CMI)5,0005,00001,637,5002,111,8500.58%+474,350
ISHARES TR117,752117,75209,829,93710,280,9272.82%+450,990
2023 ETF SERIES TRUST II199,000199,00006,817,7407,217,3921.98%+399,652
TIDAL TRUST I69,66669,66603,090,3843,442,1970.94%+351,813
REGENXBIO INC220,528223,528+3,0001,810,5352,157,0450.59%+346,510
ISHARES TR01,390+1,3900336,3240.09%+336,324
SELECT SECTOR SPDR TR03,510+3,5100313,6260.09%+313,626
ISHARES TR16,75016,75002,119,0432,418,1980.66%+299,155
VANGUARD INDEX FDS7,2207,22003,168,8903,466,4430.95%+297,553
VANGUARD INDEX FDS29,46729,46705,236,3895,523,0971.52%+286,708
CHEVRON CORP NEW(CVX)19,61019,61002,807,9563,045,2370.84%+237,281
ALTRIA GROUP INC(MO)30,11730,11701,796,4792,021,4530.55%+224,974
NVIDIA CORPORATION(NVDA)7,5407,54001,191,3201,406,8890.39%+215,569
ABCELLERA BIOLOGICS INC(ABCL)115,055115,0550394,639578,7270.16%+184,088
SPDR SERIES TRUST24,93324,93303,136,5713,296,1430.90%+159,572
ADVISORSHARES TR51,05051,0500123,031244,5300.07%+121,499
INVESCO QQQ TR2,1642,16401,195,0281,300,7020.36%+105,674
VANGUARD INDEX FDS34,13634,13603,040,1523,120,7130.86%+80,561
APPLE INC(AAPL)1,5861,5860325,400403,8430.11%+78,443
MICROSOFT CORP(MSFT)3,2443,246+21,613,4551,681,2430.46%+67,788
ISHARES TR2,4502,4500603,950670,4430.18%+66,493
ENTERPRISE PRODS PARTNERS L(EPD)166,361166,898+5375,158,8555,218,9001.43%+60,045
BORR DRILLING LTD(BORR)020,000+20,000053,8000.01%+53,800
COUPANG INC(CPNG)20,00020,0000599,200644,0000.18%+44,800
SPDR INDEX SHS FDS6,9006,9000374,256408,5490.11%+34,293
ROCKET PHARMACEUTICALS INC010,000+10,000032,6000.01%+32,600
EXXON MOBIL CORP4,3504,3500468,930490,4630.13%+21,533
DOUBLELINE OPPORTUNISTIC CR100,964100,96401,552,8261,573,0190.43%+20,193
TIDAL TRUST I54,22054,22001,039,9401,056,2060.29%+16,266
VANGUARD MALVERN FDS34,61434,61401,740,0461,752,5070.48%+12,461
STITCH FIX INC19,00019,000070,30082,6500.02%+12,350
VANGUARD SPECIALIZED FUNDS1,0431,0430214,379225,9710.06%+11,592
SELECT SECTOR SPDR TR4,7904,7900420,610429,2800.12%+8,670
VANGUARD SCOTTSDALE FDS7,7007,7000612,150615,4610.17%+3,311
WILLIAMS COS INC(WMB)4,2004,2000263,802266,0700.07%+2,268
DOUBLELINE INCOME SOLUTIONS(DSL)15,00015,0000183,600184,2000.05%+600
SENTINELONE INC(S)12,32212,3220225,246216,9900.06%-8,256
META PLATFORMS INC(META)2,3002,30001,697,6071,689,0740.46%-8,533
TORTOISE ENERGY INFRA CORP(TYG)13,32913,3290585,010574,3470.16%-10,663
MOSAIC CO NEW(MOS)6,6906,6900244,051232,0090.06%-12,042
VISA INC(V)1,0001,0000355,050341,3800.09%-13,670
VANECK ETF TRUST6,2256,2250299,967277,9460.08%-22,021
MPLX LP(MPLX)61,52462,220+6963,169,0953,107,8800.85%-61,215
ALPS ETF TR46,32546,32502,263,4402,174,0320.60%-89,408
BLACKSTONE SECD LENDING FD(BXSL)21,00021,0000661,920563,6400.15%-98,280
CISCO SYS INC(CSCO)131,075131,07509,093,9848,968,1522.46%-125,832
ENERGY TRANSFER L P(ET)177,424179,239+1,8153,216,6923,075,7350.84%-140,957
FREEPORT-MCMORAN INC(FCX)35,21235,21201,526,4401,381,0150.38%-145,425
CHENIERE ENERGY INC(LNG)22,95022,95005,588,7845,392,7911.48%-195,993
FIRST TR EXCHANGE-TRADED FD78,30071,081-7,2192,937,0332,721,6910.75%-215,342
ONEOK INC NEW(OKE)36,31536,31502,964,3932,649,9060.73%-314,487
NAUTILUS BIOTECHNOLOGY INC622,4090-622,409451,1840-451,184
AMAZON COM INC(AMZN)98,30096,160-2,14021,566,03721,113,8515.79%-452,186
WISDOMTREE TR(WT)21,82510,400-11,4252,094,7641,047,8000.29%-1,046,964
DORCHESTER MINERALS LP(DMLP)539,559537,059-2,50015,032,11413,904,4583.81%-1,127,656
LA Z BOY INC(LZB)406,546406,196-35015,111,31513,940,6473.82%-1,170,668
SPROTT PHYSICAL SILVER TR(PSLV)245,8640-245,8643,009,3750-3,009,375
SPROTT PHYSICAL GOLD TR(PHYS)170,7000-170,7004,327,2450-4,327,245
ARM HOLDINGS PLC98,0390-98,03915,856,8280-15,856,828
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