SP Asset Management LLC: 13F holdings
CIK 19620862026Q2
| Positions | 137 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 137 (+18 vs prior quarter) |
|---|
| Reported value | $1.2bn (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| META META PLATFORMS INC | 340,350 | $191.7m | 15.4% |
| AAPL APPLE INC | 223,941 | $64.8m | 5.2% |
| VUG VANGUARD INDEX FDS | 733,495 | $63.2m | 5.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 115,167 | $57.6m | 4.6% |
| UNH UNITEDHEALTH GROUP INC | 138,292 | $57.5m | 4.6% |
| ABBV ABBVIE INC | 227,799 | $57.3m | 4.6% |
| GOOGL ALPHABET INC | 148,539 | $53.1m | 4.3% |
| VO VANGUARD INDEX FDS | 525,196 | $42.3m | 3.4% |
| IGV ISHARES TR | 441,717 | $40.0m | 3.2% |
| MSFT MICROSOFT CORP | 93,284 | $34.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962086")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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