MondegarAI
ArchPoint Investors

Q2 2025 · 13F-HR

ArchPoint Investorsholdings as filed

Filed 2025-08-13 · accession 0001420506-25-001892

$340.3M
Reported value
69
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · ArchPoint Investors · Q2 2025

AI · grounded in 13F

ArchPoint Investors established a new position in GOOGL valued at $60.1M. The fund also initiated new stakes in AMZN for $21.6M and VTI for $20M. Additional new positions include CW at $19.5M and VOOG at $18M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$60.1M17.7%341,080CommonSOLE
023135106AMZNAMAZON COM INC$21.6M6.34%98,300CommonSOLE
922908769VTIVANGUARD INDEX FDS$20.0M5.89%65,721CommonSOLE
231561101CWCURTISS WRIGHT CORP$19.5M5.72%39,800CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$18.0M5.29%45,415CommonSOLE
042068205ARMARM HOLDINGS PLC$15.9M4.66%98,039CommonSOLE
505336107LZBLA Z BOY INC$15.1M4.44%406,546CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$15.0M4.42%539,559CommonSOLE
922908363VOOVANGUARD INDEX FDS$13.1M3.85%23,007CommonSOLE
46432F842IEFAISHARES TR$9.8M2.89%117,752CommonSOLE
17275R102CSCOCISCO SYS INC$9.1M2.67%131,075CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7.3M2.13%11,719CommonSOLE
90139K100QLTY2023 ETF SERIES TRUST II$6.8M2.00%199,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.7M1.68%14,050CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.6M1.64%22,950CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.2M1.54%29,467CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.2M1.52%166,361CommonSOLE
372460105GPCGENUINE PARTS CO$4.6M1.36%37,740CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$4.3M1.27%170,700CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.8M1.13%25,165CommonSOLE
500767306KWEBKRANESHARES TRUST$3.5M1.03%102,375CommonSOLE
29273V100ETENERGY TRANSFER L P$3.2M0.95%177,424CommonSOLE
55336V100MPLXMPLX LP$3.2M0.93%61,524CommonSOLE
922908736VUGVANGUARD INDEX FDS$3.2M0.93%7,220CommonSOLE
78468R556XOPSPDR SERIES TRUST$3.1M0.92%24,933CommonSOLE
886364801SPUSTIDAL TRUST I$3.1M0.91%69,666CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.0M0.89%34,136CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$3.0M0.88%245,864CommonSOLE
682680103OKEONEOK INC NEW$3.0M0.87%36,315CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$2.9M0.86%78,300CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$2.8M0.83%93,609CommonSOLE
166764100CVXCHEVRON CORP NEW$2.8M0.83%19,610CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2.5M0.74%21,961CommonSOLE
78464A870XBISPDR SERIES TRUST$2.5M0.73%29,875CommonSOLE
00162Q452AMLPALPS ETF TR$2.3M0.67%46,325CommonSOLE
464287556IBBISHARES TR$2.1M0.62%16,750CommonSOLE
97717W208DHSWISDOMTREE TR$2.1M0.62%21,825CommonSOLE
78463V107GLDSPDR GOLD TR$1.9M0.57%6,365CommonSOLE
75901B107RGNXREGENXBIO INC$1.8M0.53%220,528CommonSOLE
02209S103MOALTRIA GROUP INC$1.8M0.53%30,117CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$1.7M0.51%34,614CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M0.50%2,300CommonSOLE
231021106CMICUMMINS INC$1.6M0.48%5,000CommonSOLE
594918104MSFTMICROSOFT CORP$1.6M0.47%3,244CommonSOLE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$1.6M0.46%100,964CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.5M0.45%35,212CommonSOLE
46090E103QQQINVESCO QQQ TR$1.2M0.35%2,164CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.35%7,540CommonSOLE
886364769SPRETIDAL TRUST I$1.0M0.31%54,220CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$661,9200.19%21,000CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$612,1500.18%7,700CommonSOLE
464289438IWYISHARES TR$603,9500.18%2,450CommonSOLE
22266T109CPNGCOUPANG INC$599,2000.18%20,000CommonSOLE
89147L886TYGTORTOISE ENERGY INFRA CORP$585,0100.17%13,329CommonSOLE
30231G102XOMEXXON MOBIL CORP$468,9300.14%4,350CommonSOLE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$451,1840.13%622,409CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$420,6100.12%4,790CommonSOLE
00288U106ABCLABCELLERA BIOLOGICS INC$394,6390.12%115,055CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$374,2560.11%6,900CommonSOLE
92826C839VVISA INC$355,0500.10%1,000CommonSOLE
037833100AAPLAPPLE INC$325,4000.10%1,586CommonSOLE
92189F767GLINVANECK ETF TRUST$299,9670.09%6,225CommonSOLE
969457100WMBWILLIAMS COS INC$263,8020.08%4,200CommonSOLE
61945C103MOSMOSAIC CO NEW$244,0510.07%6,690CommonSOLE
81730H109SSENTINELONE INC$225,2460.07%12,322CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$214,3790.06%1,043CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$183,6000.05%15,000CommonSOLE
00768Y453MSOSADVISORSHARES TR$123,0310.04%51,050CommonSOLE
860897107SFIXSTITCH FIX INC$70,3000.02%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.