Sp Asset Management LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $254M, Berkshire Hathaway Inc Class B with a value of $92M, Vanguard Growth ETF with a value of $50.9M, Apple Inc. with a value of $48.7M, and Ishares Expanded Tech Software with a value of $46.7M.
Examining the 13F form we can see an increase of $74.9M in the current position value, from $1.12B to 1.2B.
Sp Asset Management LLC is based out at Cupertino, CA
Below you can find more details about Sp Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
Communication Services: $296 Million
ETFs: $290 Million
Technology: $228 Million
Financial Services: $153 Million
Healthcare: $127 Million
Consumer Cyclical: $59.8 Million
Consumer Defensive: $28.4 Million
Energy: $9.11 Million
Other: $7.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions