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SPIREPOINT PRIVATE CLIENT, LLC

RIA/Wealth

SPIREPOINT PRIVATE CLIENT, LLC is a RIA/Wealth based in New York, NY led by Trent H Leyda, reporting $1.1B in AUM as of Q3 2025 with UPS as the largest holding (9% allocation).

CEOTrent H Leyda
Portfolio Value
$955.6M
Positions
281
Top Holding
UPS at 9%
Last Reported
Q3 2025
Address530 7th Avenue, Floor M1, New York, NY, 10018, United States

Top Holdings

Largest long holdings in SPIREPOINT PRIVATE CLIENT, LLC's portfolio (35.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Integrated Freight & Logistics
Industrials
$86.0M
9.00%
-$5.4M
Sold
0.12%
1.0M shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$39.2M
4.10%
+$2.5M
Bought
0.00%
153.9K shares
Software - Infrastructure
Technology
$38.4M
4.02%
-$5.2K
Sold
0.00%
74.1K shares
Software - Infrastructure
Technology
$36.6M
3.83%
-$1.2M
Sold
0.01%
200.5K shares
Semiconductors
Technology
$30.3M
3.17%
-$33.0K
Sold
0.00%
91.7K shares
6
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$26.4M
2.76%
+$537.0K
Bought
0.00%
141.5K shares
Waste Management
Industrials
$24.2M
2.54%
-$1.1M
Sold
0.19%
104.4K shares
Internet Content & Information
Communication Services
$21.8M
2.29%
+$626.7K
Bought
0.00%
89.9K shares
Drug Manufacturers - General
Healthcare
$19.2M
2.01%
+$450.6K
Bought
0.00%
103.3K shares
10
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$18.6M
1.94%
+$985.4K
Bought
0.00%
84.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SPIREPOINT PRIVATE CLIENT, LLC's latest filing

See all changes
Market Value
$955.6M
Prior: $889.2M
Q/Q Change
+7.47%
+$66.4M
Net Flows % of MV
+1.98%
Turnover Ratio
6.44%
New Purchases
50 stocks
$29.2M
Added To
129 stocks
+$41.1M
Sold Out Of
7 stocks
$8.8M
Reduced Holdings
59 stocks
-$42.6M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
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Analytics

Portfolio insights and performance metrics for SPIREPOINT PRIVATE CLIENT, LLC

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Sector Allocation

Technology: 24.60%TechnologyIndustrials: 19.70%IndustrialsETF: 14.20%ETFConsumer Cyclical: 8.60%Consumer CyclicalHealthcare: 8.30%Financial Services: 7.70%Consumer Defensive: 5.00%Communication Services: 3.40%Utilities: 2.60%Energy: 2.40%Basic Materials: 0.50%Real Estate: 0.30%
Technology
24.60%
Industrials
19.70%
ETF
14.20%
Consumer Cyclical
8.60%
Healthcare
8.30%
Financial Services
7.70%
Consumer Defensive
5.00%
Communication Services
3.40%
Utilities
2.60%
Energy
2.40%
Basic Materials
0.50%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 41.99%Mega Cap (> $200B)Large Cap ($10B - $200B): 40.45%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.88%Small Cap ($300M - $2B): 0.13%Nano Cap (< $50M): 0.03%N/A (ETF or Unknown): 16.51%N/A (ETF or Unknown)
Mega Cap (> $200B)
41.99%
Large Cap ($10B - $200B)
40.45%
Mid Cap ($2B - $10B)
0.88%
Small Cap ($300M - $2B)
0.13%
Nano Cap (< $50M)
0.03%
N/A (ETF or Unknown)
16.51%

Portfolio Concentration

Top 10 Holdings %
35.64%
Top 20 Holdings %
49.76%
Top 50 Holdings %
76.54%
Top 100 Holdings %
90.42%

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