SP Asset Management LLC
Sector Allocation
- Technology41.2%$514.4M
- Other26.5%$330.6M
- Healthcare13.7%$171.3M
- Financials9.9%$123.9M
- Consumer Discretionary4.7%$59.1M
- Consumer Staples2.2%$27.4M
- Energy0.9%$11.9M
- Industrials0.4%$5.0M
- Communication Services0.2%$2.6M
- Materials0.1%$841,260
AUM History
13fpro.ai/research/fund/sp-asset-management-llc-1962086
Conviction and streaks
Diversifying · top 10 = 53.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
META
$191.7MAAPL
$64.8M- VANGUARD$63.2M
BRK.B
$57.6MUNH
$57.5MABBV
$57.3MGOOGL
$53.1M- VANGUARD$42.3M
- ISHARES$40.0M
MSFT
$34.8MAMZN
$32.5M- VANGUARD$31.0M
ADI
$29.8M- SELECT$27.3M
AMD
$25.6MWFC
$22.7MJNJ
$22.6MBAC
$21.9MGOOG
$20.7M- SELECT$18.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sp-asset-management-llc-1962086
SP Asset Management LLC 13F holdings — Q2 2026
$1.2B portfolio (+10.0% QoQ) · 137 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
$191.7M
15.4% of stocks
-0.3%This quarter+7.3%Since filed10+ qtrsHeld$64.8M
5.2% of stocks
+0.3%This quarter+11.2%Since filed10+ qtrsHeld- 3
VANGUARD INDEX FDS - GROWTH ETF
$63.2M
5.1% of stocks
+502%This quarter—Since filed—HeldAIQuality—Est. buy— $57.6M
4.6% of stocks
-39%This quarter—Since filed10+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$57.5M
4.6% of stocks
+0.4%This quarter+0.8%Since filed10+ qtrsHeld$57.3M
4.6% of stocks
+0.8%This quarter+17.6%Since filed10+ qtrsHeld$53.1M
4.3% of stocks
+1%This quarter-16.3%Since filed10+ qtrsHeld- 8
VANGUARD INDEX FDS - MID CAP ETF
$42.3M
3.4% of stocks
+301%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - EXPANDED TECH
$40.0M
3.2% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— $34.8M
2.8% of stocks
+4%This quarter+8.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — SP Asset Management LLC (Q2 2026)
137 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $32.5M | 2.6% | 137K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $31.0M | 2.5% | 102K | -0.0% | — | — | 13F |
| 13 | ANALOG DEVICES INC | Technology | $29.8M | 2.4% | 75K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $27.3M | 2.2% | 172K | +0.0% | — | — | 13F |
| 15 | ADVANCED MICRO DEVICES INC | Technology | $25.6M | 2.0% | 44K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WELLS FARGO & COMPANY/MN | Financials | $22.7M | 1.8% | 274K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $22.6M | 1.8% | 89K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BANK OF AMERICA CORP /DE/ | Financials | $21.9M | 1.8% | 385K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $20.7M | 1.7% | 59K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $18.3M | 1.5% | 344K | +0.4% | — | — | 13F |
| 21 | ORACLE CORP | Technology | $15.3M | 1.2% | 104K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Merck & Co., Inc. | Healthcare | $14.9M | 1.2% | 116K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | HOME DEPOT, INC. | Consumer Discretionary | $13.9M | 1.1% | 39K | -5% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $13.0M | 1.0% | 19K | +6% | — | — | 13F |
| 25 | Philip Morris International Inc. | Consumer Staples | $12.9M | 1.0% | 71K | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $QCOM | QUALCOMM INC/DE | Technology | $12.8M | 1.0% | 69K | -23% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $12.8M | 1.0% | 64K | -0.7% | |||
| 28 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $12.6M | 1.0% | 42K | +6% | |||
| 29 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $12.4M | 1.0% | 17K | -3% | |||
| 30 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $12.0M | 1.0% | 131K | +141% | |||
| 31 | $ABT | ABBOTT LABORATORIES | Healthcare | $11.5M | 0.9% | 127K | -0.1% | |||
| 32 | $AXP | AMERICAN EXPRESS CO | Financials | $11.4M | 0.9% | 34K | +0.2% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $11.0M | 0.9% | 81K | +0.4% | |||
| 34 | — | ISHARES TR - ISHARES BIOTECH | — | $7.8M | 0.6% | 41K | -0.9% | |||
| 35 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $7.7M | 0.6% | 76K | +0.6% | |||
| 36 | $NTNX | Nutanix, Inc. | Technology | $7.1M | 0.6% | 140K | — | |||
| 37 | — | ISHARES TR - US HLTHCARE ETF | — | $6.9M | 0.6% | 102K | -0.0% | |||
| 38 | $V | VISA INC. | Financials | $6.5M | 0.5% | 19K | +0.3% | |||
| 39 | — | ISHARES TR - GLOBAL TECH ETF | — | $6.4M | 0.5% | 44K | +0.0% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.8M | 0.5% | 40K | -0.7% | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $4.6M | 0.4% | 12K | +23% | |||
| 42 | $PANW | Palo Alto Networks Inc | Technology | $4.4M | 0.4% | 13K | — | |||
| 43 | — | ISHARES TR - ULTRA SHORT DUR | — | $4.0M | 0.3% | 79K | -15% | |||
| 44 | $LH | LABCORP HOLDINGS INC. | Healthcare | $4.0M | 0.3% | 14K | -0.5% | |||
| 45 | $PEP | PEPSICO INC | Consumer Staples | $3.9M | 0.3% | 29K | +0.6% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.7M | 0.3% | 5,034 | — | |||
| 47 | $RBRK | Rubrik, Inc. | Technology | $3.6M | 0.3% | 45K | — | |||
| 48 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $3.4M | 0.3% | 51K | -2% | |||
| 49 | $LLY | ELI LILLY & Co | Healthcare | $3.3M | 0.3% | 2,785 | +0.5% | |||
| 50 | $CRM | Salesforce, Inc. | Technology | $3.3M | 0.3% | 21K | -10% | |||
| 51 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.9M | 0.2% | 50K | -13% | |||
| 52 | — | ISHARES TR - U.S. INSRNCE ETF | — | $2.7M | 0.2% | 19K | -0.5% | |||
| 53 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $2.6M | 0.2% | 52K | -0.7% | |||
| 54 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.6M | 0.2% | 6,115 | +100% | |||
| 55 | $NFLX | NETFLIX INC | Communication Services | $2.6M | 0.2% | 36K | +35% | |||
| 56 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.5M | 0.2% | 11K | -54% | |||
| 57 | $HONA | Honeywell Aerospace Inc. | Industrials | $2.5M | 0.2% | 11K | New | |||
| 58 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.5M | 0.2% | 16K | +0.6% | |||
| 59 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.4M | 0.2% | 3,200 | +0.2% | |||
| 60 | $KLAC | KLA CORP | Technology | $2.1M | 0.2% | 6,862 | +921% | |||
| 61 | — | ISHARES TR - PFD AND INCM SEC | — | $2.0M | 0.2% | 66K | -38% | |||
| 62 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.0M | 0.2% | 49K | -18% | |||
| 63 | $INTC | INTEL CORP | Technology | $1.9M | 0.2% | 14K | +3% | |||
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.9M | 0.1% | 5,206 | +0.2% | |||
| 65 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.6M | 0.1% | 26K | -1% | |||
| 66 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.6M | 0.1% | 23K | +0.5% | |||
| 67 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.5M | 0.1% | 29K | -26% | |||
| 68 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $1.5M | 0.1% | 11K | — | |||
| 69 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.4M | 0.1% | 26K | +1% | |||
| 70 | — | PROSHARES TR - S&P 500 DV ARIST | — | $1.4M | 0.1% | 24K | +98% | |||
| 71 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $1.4M | 0.1% | 35K | -15% | |||
| 72 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $1.3M | 0.1% | 5,063 | — | |||
| 73 | $ANET | Arista Networks, Inc. | Technology | $1.3M | 0.1% | 7,878 | +0.4% | |||
| 74 | $SNPS | SYNOPSYS INC | Technology | $1.3M | 0.1% | 2,922 | -20% | |||
| 75 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.3M | 0.1% | 26K | -53% | |||
| 76 | — | ISHARES TR - CORE S&P500 ETF | — | $1.2M | 0.1% | 1,557 | +0.2% | |||
| 77 | $MA | Mastercard Inc | Financials | $1.2M | 0.1% | 2,258 | +10% | |||
| 78 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.2M | 0.1% | 9,805 | +0.5% | |||
| 79 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.1M | 0.1% | 13K | +0.2% | |||
| 80 | $ASML | ASML HOLDING NV | Technology | $1.1M | 0.1% | 528 | New | |||
| 81 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $982K | 0.1% | 14K | +1% | |||
| 82 | $IBN | ICICI BANK LTD | Financials | $980K | 0.1% | 34K | — | |||
| 83 | $FRSH | Freshworks Inc. | Technology | $973K | 0.1% | 96K | -38% | |||
| 84 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $939K | 0.1% | 1,966 | -27% | |||
| 85 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $900K | 0.1% | 8,404 | -0.0% | |||
| 86 | — | VANGUARD WORLD FD - INF TECH ETF | — | $862K | 0.1% | 7,211 | +700% | |||
| 87 | $JPM | JPMORGAN CHASE & CO | Financials | $849K | 0.1% | 2,593 | +0.2% | |||
| 88 | $UAN | CVR PARTNERS, LP | Materials | $841K | 0.1% | 7,546 | +3% | |||
| 89 | — | ISHARES TR - CORE S&P SCP ETF | — | $807K | 0.1% | 5,441 | -0.0% | |||
| 90 | $DELL | Dell Technologies Inc. | Technology | $775K | 0.1% | 1,796 | -3% | |||
| 91 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $764K | 0.1% | 24K | +0.8% | |||
| 92 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 93 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $633K | 0.1% | 677 | +107% | |||
| 94 | $ET | Energy Transfer LP | Energy | $606K | 0.1% | 32K | +2% | |||
| 95 | — | ISHARES TR - CORE S&P MCP ETF | — | $579K | 0.1% | 7,508 | +0.1% | |||
| 96 | $RBLX | Roblox Corp | Technology | $478K | 0.0% | 8,795 | — | |||
| 97 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $477K | 0.0% | 727 | +32% | |||
| 98 | $PLTR | Palantir Technologies Inc. | Technology | $472K | 0.0% | 4,043 | +145% | |||
| 99 | — | HAPPEN INC - COM NEW | — | $453K | 0.0% | 22K | -16% | |||
| 100 | $ADBE | ADOBE INC. | Technology | $425K | 0.0% | 2,075 | — | |||
| 101 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $420K | 0.0% | 550 | — | |||
| 102 | — | ISHARES TR - DOW JONES US ETF | — | $412K | 0.0% | 2,262 | +0.2% | |||
| 103 | $TWLO | TWILIO INC | Technology | $382K | 0.0% | 1,850 | — | |||
| 104 | — | ISHARES TR - S&P 500 GRWT ETF | — | $380K | 0.0% | 2,760 | +0.1% | |||
| 105 | $TXN | TEXAS INSTRUMENTS INC | Technology | $355K | 0.0% | 1,190 | +0.5% | |||
| 106 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $340K | 0.0% | 10K | — | |||
| 107 | $UI | Ubiquiti Inc. | Technology | $335K | 0.0% | 627 | — | |||
| 108 | — | ISHARES TR - CORE DIV GRWTH | — | $332K | 0.0% | 4,376 | +0.3% | |||
| 109 | — | ISHARES TR - RUS 1000 GRW ETF | — | $331K | 0.0% | 2,664 | +300% | |||
| 110 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $322K | 0.0% | 3,894 | New | |||
| 111 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $312K | 0.0% | 11K | +0.0% | |||
| 112 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $310K | 0.0% | 3,007 | +0.1% | |||
| 113 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $301K | 0.0% | 2,286 | New | |||
| 114 | $ABNB | Airbnb, Inc. | Technology | $300K | 0.0% | 2,097 | — | |||
| 115 | $SNDK | Sandisk Corp | Technology | $297K | 0.0% | 131 | New | |||
| 116 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $294K | 0.0% | 2,752 | New | |||
| 117 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $292K | 0.0% | 3,297 | +1% | |||
| 118 | $SHOP | SHOPIFY INC. | Technology | $285K | 0.0% | 2,500 | — | |||
| 119 | $NXPI | NXP Semiconductors N.V. | Technology | $281K | 0.0% | 1,000 | New | |||
| 120 | — | ISHARES TR - RUS 1000 VAL ETF | — | $281K | 0.0% | 1,159 | +0.3% | |||
| 121 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $274K | 0.0% | 3,846 | +0.5% | |||
| 122 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $269K | 0.0% | 4,383 | New | |||
| 123 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $256K | 0.0% | 1,497 | New | |||
| 124 | $IRM | IRON MOUNTAIN INC | Real Estate | $243K | 0.0% | 1,926 | New | |||
| 125 | $MU | MICRON TECHNOLOGY INC | Technology | $241K | 0.0% | 209 | New | |||
| 126 | $CLMT | Calumet, Inc. /DE | Energy | $234K | 0.0% | 6,500 | -50% | |||
| 127 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $232K | 0.0% | 1,811 | +0.2% | |||
| 128 | — | ISHARES TR - 0-3 MTH TREASURY | — | $227K | 0.0% | 2,252 | New | |||
| 129 | — | ISHARES TR - RUS 1000 ETF | — | $224K | 0.0% | 546 | New | |||
| 130 | $MMM | 3M CO | Healthcare | $222K | 0.0% | 1,368 | New | |||
| 131 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $215K | 0.0% | 3,807 | New | |||
| 132 | $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Other | $208K | 0.0% | 10K | New | |||
| 133 | $WMT | Walmart Inc. | Consumer Staples | $204K | 0.0% | 1,799 | New | |||
| 134 | $EOS | Eaton Vance Enhanced Equity Income Fund II | Other | $201K | 0.0% | 9,124 | New | |||
| 135 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $201K | 0.0% | 1,320 | New | |||
| 136 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $200K | 0.0% | 1,504 | New | |||
| 137 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $200K | 0.0% | 846 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 66 added to, 34 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
$HONAHoneywell Aerospace Inc.$2.5M
first bought this quarter
$ASMLASML HOLDING NV$1.1M
first bought this quarter
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$322K
first bought this quarter
- VANGUARD WORLD FD - FINANCIALS ETF$301K
first bought this quarter
$SNDKSandisk Corp$297K
first bought this quarter
- SPDR SERIES TRUST - ST STR SP METAL$294K
first bought this quarter
+15 more in the Excel export
Added to (66)
- VANGUARD INDEX FDS - GROWTH ETF+502%
now $63.2M
- VANGUARD INDEX FDS - MID CAP ETF+301%
now $42.3M
- SPDR SERIES TRUST - ST STR BLO 1 ETF+141%
now $12.0M
$KLACKLA CORP+921%
now $2.1M · held 10+ qtrs
$TSLATesla, Inc.+100%
now $2.6M · held 10+ qtrs
now $34.8M · held 10+ qtrs, 2 adds in a row
+60 more in the Excel export
Trimmed (34)
now $57.6M · held 10+ qtrs, 2 trims in a row
$QCOMQUALCOMM INC/DE-23%
now $12.8M · held 10+ qtrs, 6 trims in a row
$HONHONEYWELL INTERNATIONAL INC-54%
now $2.5M · held 10+ qtrs, 3 trims in a row
- VANGUARD BD INDEX FDS - VANGUARD ULTRA-53%
now $1.3M
- ISHARES TR - PFD AND INCM SEC-38%
now $2.0M
$HDHOME DEPOT, INC.-5%
now $13.9M · held 10+ qtrs, 3 trims in a row
+28 more in the Excel export
Holdings by quarter
Every 13F SP Asset Management LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow SP Asset Management?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SP Asset Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+4.6%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 8% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SP Asset Management LLC disclosed 137 positions worth $1.2B in its Form 13F-HR for Q2 2026, led by $META (Meta Platforms, Inc.) at 15.4% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 21 new positions and exited 3 — including a new stake in $HONA and a full exit from $BSX. The portfolio is most concentrated in Technology (41.2% of disclosed assets). All figures are sourced directly from SP Asset Management LLC’s Form 13F-HR filing with the SEC under CIK 1962086.
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AI-Powered Hedge Fund Analysis: SP Asset Management LLC
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Every holding in SP Asset Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.