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SPIREPOINT PRIVATE CLIENT, LLC — 13F Holdings & Portfolio

CIK 2022908 · latest 13F-HR filed 2026-08-05

Backtest portfolio

SPIREPOINT PRIVATE CLIENT, LLC manages $1.23B in 13F-reported U.S. long-equity assets across 332 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UPS (8.92%), AAPL (4.02%), GOOGL (3.49%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions and exited 17; 183 existing positions rose in reported value and 65 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.23B

Long-equity book

Holdings
332

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+27 / −17 / ↑183 / ↓65

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
UPS8.9% · -0%AAPL4.0% · -0%GOOGL3.5% · +24%VOO3.5% · +18%AVGO3.5% · +11%NVDA2.9% · +21%MSFT2.8% · +12%CLH2.6% · -0%PANW2.4% · +21%AMZN2.3% · +18%JNJ2.2% · -0%XLK2.0% · +1%PLTR2.0% · +1%LLY2.0% · +1%AMLP1.9% · +6%LRCX1.6% · +4%NEE1.4% · +1%SOXX1.4% · newGD1.4% · +40%XOM1.2% · +0%AXON1.2% · +11%ANET1.2% · +362%V1.1% · +2%BRK.B1.1% · +2%CVX1.1% · +3%TJX1.1% · +1%TSM1.1% · +517%BND1.1% · -14%WMT1.0% · +1%VIG1.0% · -22%KLAC1.0% · +968%VTEB0.9% · +9%GILD0.8% · +1%SO0.8% · +1%QQQ0.8% · +5%JPM0.8% · -1%NOC0.7% · +0%GS0.7% · -0%MA0.7% · +3%JEPI0.6% · +4%CB0.6% · +1762%UBER0.6% · +5%GOOG0.6% · +0%RIVN0.6% · +0%PG0.6% · +0%COST0.6% · -5%MSGE0.6% · +10%P0.6% · 0%ABBV0.5% · -46%NOW0.5% · newDUK0.5% · +12%IWF0.5% · +299%RCL0.5% · -4%ORLY0.4% · -0%META0.4% · +63%SGI0.4% · +2%SPY0.3% · +9%MGK0.3% · +404%XYZ0.3% · 0%IVW0.3% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 25, 2026.

Assets Under Management
$1.44B
Discretionary
$1.44B
Employees
10
Accounts
1,376
Address
830 AZALEA LANE
VERO BEACH, FL 32963
Phone
(772) 316-1271
Website
Name Title / Status Ownership Type
Beindorf, James, Andrew ControlCHIEF FINANCIAL OFFICER / PARTNER
since Oct 2023
5–10%Individual
CAMPIONE, HAKYUNG, KAY ControlCHIEF INVESTMENT OFFICER / PARTNER
since Oct 2023
5–10%Individual
H. KAY CAMPIONE, LLC ControlMANAGING MEMBER
since Aug 2025
5–10%Domestic Entity
JAMES BEINDORF, LLC ControlMANAGING MEMBER
since Aug 2025
5–10%Domestic Entity
LEYDA, TRENT, H ControlCHIEF EXECUTIVE OFFICER / MANAGING DIRECTOR
since Oct 2023
Less than 5%Individual
SIZEMORE, STACY, LEIGH ControlCHIEF COMPLIANCE OFFICER
since Jun 2023
Less than 5%Individual
TRENT LEYDA, LLC ControlMANAGING MEMBER
since Aug 2025
75% or moreDomestic Entity
ZIMMERMAN, SUSAN, A ControlMANAGING DIRECTOR, OPERATIONS
since Oct 2023
Less than 5%Individual
Beindorf, James, Andrew Control
Indirect owner via JAMES BEINDORF, LLC
MANAGING MEMBER
since Aug 2025
75% or moreIndividual
CAMPIONE, HAKYUNG, KAY Control
Indirect owner via H. KAY CAMPIONE, LLC
MANAGING MEMBER
since Aug 2025
75% or moreIndividual
LEYDA, TRENT, H Control
Indirect owner via TRENT LEYDA, LLC
MANAGING MEMBER
since Aug 2025
75% or moreIndividual
Ownership & leadership changes · 5 filings with changes since Jun 14, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 12, 2026 filing
  • AddedZIMMERMAN, SUSAN, A · MANAGING DIRECTOR, OPERATIONS · Less than 5% · control person
Aug 29, 2025 filing
  • AddedBeindorf, James, Andrew · MANAGING MEMBER · 75% or more · indirect via JAMES BEINDORF, LLC · control person
  • AddedCAMPIONE, HAKYUNG, KAY · MANAGING MEMBER · 75% or more · indirect via H. KAY CAMPIONE, LLC · control person
  • AddedH. KAY CAMPIONE, LLC · MANAGING MEMBER · 5–10% · control person
  • AddedJAMES BEINDORF, LLC · MANAGING MEMBER · 5–10% · control person
  • AddedLEYDA, TRENT, H · MANAGING MEMBER · 75% or more · indirect via TRENT LEYDA, LLC · control person
  • AddedTRENT LEYDA, LLC · MANAGING MEMBER · 75% or more · control person
  • ChangedBeindorf, James, Andrew · title VICE PRESIDENT → CHIEF FINANCIAL OFFICER / PARTNER
  • ChangedCAMPIONE, HAKYUNG, KAY · title PRESIDENT → CHIEF INVESTMENT OFFICER / PARTNER
  • ChangedLEYDA, TRENT, H · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER / MANAGING DIRECTOR; ownership 75% or more → Less than 5%
Mar 26, 2025 filing
  • ChangedCAMPIONE, HAKYUNG, KAY · ownership 10–25% → 5–10%
Mar 1, 2024 filing
  • AddedBeindorf, James, Andrew · VICE PRESIDENT · 5–10% · control person
  • AddedCAMPIONE, HAKYUNG, KAY · PRESIDENT · 10–25% · control person
  • ChangedLEYDA, TRENT, H · title FOUNDER/CEO → CHIEF EXECUTIVE OFFICER
Oct 5, 2023 filing
  • No longer listedTURNBULL, WILLIAM, SCOTT · OWNER · 75% or more · control person · listed since Jun 2023
  • AddedLEYDA, TRENT, H · FOUNDER/CEO · 75% or more · control person
Jun 14, 2023 filing (earliest on record)
  • ListedSIZEMORE, STACY, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedTURNBULL, WILLIAM, SCOTT · OWNER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

SPIREPOINT PRIVATE CLIENT, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UNITED PARCEL SVCS INC UPS 911312106 $110.1M 8.92% 1,023,838 SH
2 APPLE INC AAPL 037833100 $49.7M 4.02% 171,652 SH
3 ALPHABET INC GOOGL 02079K305 $43.1M 3.49% 120,542 SH
4 VANGUARD INDEX FDS VOO 922908363 $43.0M 3.48% 62,537 SH
5 BROADCOM INC AVGO 11135F101 $42.7M 3.46% 113,135 SH
6 NVIDIA CORPORATION NVDA 67066G104 $36.1M 2.92% 180,362 SH
7 MICROSOFT CORP MSFT 594918104 $34.5M 2.80% 92,515 SH
8 CLEAN HARBORS INC CLH 184496107 $31.6M 2.56% 105,838 SH
9 PALO ALTO NETWORKS INC PANW 697435105 $29.5M 2.39% 86,429 SH
10 AMAZON COM INC AMZN 023135106 $28.5M 2.31% 119,451 SH
11 JOHNSON & JOHNSON JNJ 478160104 $27.7M 2.24% 108,989 SH
12 SELECT SECTOR SPDR TR XLK 81369Y803 $25.3M 2.05% 132,688 SH
13 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $24.3M 1.97% 208,372 SH
14 ELI LILLY & CO LLY 532457108 $24.2M 1.96% 20,170 SH
15 ALPS ETF TR AMLP 00162Q452 $23.3M 1.88% 448,645 SH
16 LAM RESEARCH CORP LRCX 512807306 $19.6M 1.59% 45,202 SH
17 NEXTERA ENERGY INC NEE 65339F101 $17.3M 1.40% 196,687 SH
18 ISHARES TR SOXX 464287523 $16.9M 1.37% 26,384 SH
19 GENERAL DYNAMICS CORP GD 369550108 $16.7M 1.36% 47,251 SH
20 EXXON MOBIL CORP XOM 30231G102 $14.5M 1.18% 106,263 SH
21 AXON ENTERPRISE INC AXON 05464C101 $14.5M 1.17% 25,790 SH
22 ARISTA NETWORKS INC ANET 040413205 $14.3M 1.16% 84,426 SH
23 VISA INC V 92826C839 $13.5M 1.10% 39,487 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $13.5M 1.09% 26,939 SH
25 CHEVRON CORPORATION CVX 166764100 $13.3M 1.08% 80,352 SH
26 TJX COS INC NEW TJX 872540109 $13.1M 1.06% 86,256 SH
27 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $13.0M 1.06% 27,324 SH
28 VANGUARD BD INDEX FDS BND 921937835 $13.0M 1.05% 177,309 SH
29 WALMART INC WMT 931142103 $12.3M 1.00% 108,989 SH
30 VANGUARD SPECIALIZED FUNDS VIG 921908844 $12.2M 0.99% 51,631 SH
31 KLA CORP KLAC 482480100 $11.9M 0.97% 39,513 SH
32 VANGUARD MUN BD FDS VTEB 922907746 $10.9M 0.89% 216,474 SH
33 GILEAD SCIENCES INC GILD 375558103 $10.3M 0.83% 81,278 SH
34 SOUTHERN CO SO 842587107 $10.1M 0.82% 105,995 SH
35 INVESCO QQQ TR QQQ 46090E103 $10.0M 0.81% 13,627 SH
36 JPMORGAN CHASE & CO JPM 46625H100 $9.5M 0.77% 28,920 SH
37 NORTHROP GRUMMAN CORP NOC 666807102 $8.9M 0.72% 17,522 SH
38 GOLDMAN SACHS GROUP INC GS 38141G104 $8.9M 0.72% 8,784 SH
39 MASTERCARD INCORPORATED MA 57636Q104 $8.3M 0.67% 16,213 SH
40 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $8.0M 0.65% 141,906 SH
41 CHUBB LIMITED CB H1467J104 $7.7M 0.62% 22,473 SH
42 UBER TECHNOLOGIES INC UBER 90353T100 $7.6M 0.61% 104,759 SH
43 ALPHABET INC GOOG 02079K107 $7.5M 0.61% 21,331 SH
44 RIVIAN AUTOMOTIVE INC RIVN 76954A103 $7.5M 0.61% 432,450 SH
45 PROCTER & GAMBLE CO PG 742718109 $7.5M 0.61% 51,095 SH
46 COSTCO WHOLESALE CORPORATION COST 22160K105 $7.4M 0.60% 7,907 SH
47 MADISON SQUARE GARDEN ENTMT MSGE 558256103 $7.3M 0.59% 89,994 SH
48 EVERPURE INC P 74624M102 $7.1M 0.58% 90,484 SH
49 ABBVIE INC ABBV 00287Y109 $6.7M 0.55% 26,767 SH
50 SERVICENOW INC NOW 81762P102 $6.5M 0.53% 65,325 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $1.23B 332 0002022908-26-000003
2026-03-31 2026-04-22 $1.05B 322 0002022908-26-000002
2025-12-31 2026-01-22 $1.05B 313 0002022908-26-000001
Filer Information
Address
830 AZALEA LANE
VERO BEACH, FL 32963
Phone
(772) 316-1271
Filing Manager
SPIREPOINT PRIVATE CLIENT, LLC
VERO BEACH, FL
Signatory
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER