ARCHPOINT INVESTORS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 337K | $105.51M |
 | RGNX | 222K | $3.20M |
 | IRDM | 197K | $3.43M |
 | EPD | 167K | $5.37M |
 | ABCL | 115K | $393.49K |
 | JHX | 102K | $2.12M |
 | AMZN | 96K | $22.20M |
 | CW | 42K | $23.18M |
 | GPC | 38K | $4.68M |
 | MO | 30K | $1.77M |
 | JNJ | 25K | $5.21M |
 | SFIX | 19K | $99.75K |
 | BABA | 18K | $2.62M |
 | BORR | 13K | $50.38K |
 | S | 12K | $184.83K |
 | NVDA | 8K | $1.51M |
 | MSFT | 7K | $3.61M |
 | CMI | 5K | $2.55M |
 | WMB | 4K | $252.46K |
 | META | 2K | $1.57M |
Alphabet Inc.
GOOGL
Shares Held
337K
Value
$105.51M
REGENXBIO Inc.
RGNX
Shares Held
222K
Value
$3.20M
Iridium Communications Inc.
IRDM
Shares Held
197K
Value
$3.43M
Enterprise Products Partners L.P.
EPD
Shares Held
167K
Value
$5.37M
AbCellera Biologics Inc.
ABCL
Shares Held
115K
Value
$393.49K
James Hardie Industries plc
JHX
Shares Held
102K
Value
$2.12M
Amazon.com, Inc.
AMZN
Shares Held
96K
Value
$22.20M
Curtiss-Wright Corporation
CW
Shares Held
42K
Value
$23.18M
Genuine Parts Company
GPC
Shares Held
38K
Value
$4.68M
Altria Group, Inc.
MO
Shares Held
30K
Value
$1.77M
Johnson & Johnson
JNJ
Shares Held
25K
Value
$5.21M
Stitch Fix, Inc.
SFIX
Shares Held
19K
Value
$99.75K
Alibaba Group Holding Limited
BABA
Shares Held
18K
Value
$2.62M
Borr Drilling Limited
BORR
Shares Held
13K
Value
$50.38K
SentinelOne, Inc.
S
Shares Held
12K
Value
$184.83K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.51M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.61M
Cummins Inc.
CMI
Shares Held
5K
Value
$2.55M
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$252.46K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.57M