MondegarAI
ArchPoint Investors

Q3 2024 · 13F-HR

ArchPoint Investorsholdings as filed

Filed 2024-11-13 · accession 0001420506-24-002324

$299.3M
Reported value
68
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$41.1M13.7%248,080CommonSOLE
505336107LZBLA Z BOY INC$20.0M6.69%466,746CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.7M6.24%65,721CommonSOLE
023135106AMZNAMAZON COM INC$18.3M6.12%98,300CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$16.4M5.48%543,759CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$15.7M5.25%45,415CommonSOLE
231561101CWCURTISS WRIGHT CORP$13.1M4.38%39,900CommonSOLE
464287440IEFISHARES TR$12.8M4.26%130,000CommonSOLE
922908363VOOVANGUARD INDEX FDS$11.5M3.83%21,661CommonSOLE
46432F842IEFAISHARES TR$9.2M3.07%117,752CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.7M2.92%14,130CommonSOLE
02072L466ECMLEA SERIES TRUST$7.4M2.49%217,629CommonSOLE
372460105GPCGENUINE PARTS CO$7.1M2.38%50,740CommonSOLE
17275R102CSCOCISCO SYS INC$7.0M2.33%131,075CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.1M1.72%29,467CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$4.8M1.60%164,856CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4.3M1.42%23,650CommonSOLE
90139K100QLTY2023 ETF SERIES TRUST II$4.0M1.33%122,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.8M1.26%6,579CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.4M1.12%34,136CommonSOLE
682680103OKEONEOK INC NEW$3.3M1.11%36,315CommonSOLE
78468R556XOPSPDR SER TR$3.3M1.10%24,933CommonSOLE
78464A870XBISPDR SER TR$3.0M0.99%29,875CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.96%19,610CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.8M0.93%7,220CommonSOLE
29273V100ETENERGY TRANSFER L P$2.8M0.93%172,570CommonSOLE
55336V100MPLXMPLX LP$2.6M0.88%59,504CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$2.6M0.88%78,300CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$2.6M0.86%245,864CommonSOLE
464287556IBBISHARES TR$2.4M0.81%16,750CommonSOLE
75901B107RGNXREGENXBIO INC$2.4M0.79%224,278CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$2.3M0.78%196,484CommonSOLE
886364801SPUSTIDAL ETF TR$2.3M0.76%54,566CommonSOLE
00162Q452AMLPALPS ETF TR$2.2M0.73%46,325CommonSOLE
56064K100MMDNYLI MACKAY DEFINEDTERM MUNI$1.8M0.62%109,514CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.8M0.59%35,212CommonSOLE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$1.8M0.58%614,271CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$1.7M0.57%34,614CommonSOLE
577096100MTTR*MATTERPORT INC$1.7M0.56%370,926CommonSOLE
231021106CMICUMMINS INC$1.6M0.54%5,000CommonSOLE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$1.6M0.54%102,219CommonSOLE
02209S103MOALTRIA GROUP INC$1.6M0.52%30,117CommonSOLE
46090E103QQQINVESCO QQQ TR$1.4M0.46%2,813CommonSOLE
78463V107GLDSPDR GOLD TR$1.4M0.45%5,600CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.44%2,300CommonSOLE
886364769SPRETIDAL ETF TR$1.2M0.39%52,520CommonSOLE
97717W208DHSWISDOMTREE TR$1.1M0.38%12,175CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M0.37%2,596CommonSOLE
67066G104NVDANVIDIA CORPORATION$812,5010.27%6,690CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$757,5120.25%25,200CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$726,7050.24%7,540CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$632,5810.21%5,961CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$611,5340.20%7,700CommonSOLE
464289438IWYISHARES TR$539,1230.18%2,450CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$523,1630.17%13,329CommonSOLE
30231G102XOMEXXON MOBIL CORP$509,9070.17%4,350CommonSOLE
22266T109CPNGCOUPANG INC$491,0000.16%20,000CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$397,9230.13%6,900CommonSOLE
037833100AAPLAPPLE INC$369,5380.12%1,586CommonSOLE
92189F767GLINVANECK ETF TRUST$356,8110.12%6,535CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$299,1430.10%115,055CommonSOLE
81730H109SSENTINELONE INC$294,7420.10%12,322CommonSOLE
92826C839VVISA INC$274,9500.09%1,000CommonSOLE
00768Y453MSOSADVISORSHARES TR$265,6490.09%37,050CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$257,1970.09%2,929CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$194,7000.07%15,000CommonSOLE
09352U108BLNDBLEND LABS INC$143,6550.05%38,308CommonSOLE
860897107SFIXSTITCH FIX INC$53,5800.02%19,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.