Spence Asset Management Incresed Positions in Q4 2024

Spence Asset Management

$460 Million
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SPY Spdr S&P 500 ETF Trust ETFs	49.9K + 2463.82%	$567.81 - $607.81 $28.3M - $30.3M	51.9K $30.4M
NOW Service Now, Inc. Technology	6.8K + 41.62%	$867.18 - $1148.42 $5.9M - $7.81M	23.1K $24.5M
AMZN Amazon Com Inc Consumer Cyclical	228 + 0.17%	$180.88 - $232.93 $41.2K - $53.1K	136K $29.9M
GOOG Alphabet Inc. Communication Services	1.23K + 1.03%	$163.08 - $198.16 $200K - $243K	121K $23M
VERX Vertex, Inc. Technology	413 + 0.22%	$39.21 - $56.92 $16.2K - $23.5K	187K $9.97M
APPF Appfolio Inc Technology	370 + 0.48%	$192.07 - $269.26 $71.1K - $99.6K	77.6K $19.1M
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	9.63K + 9.02%	$66.77 - $71.52 $643K - $688K	116K $8.02M
MSCI Msci Inc. Financial Services	187 + 0.85%	$569.09 - $635.99 $106K - $119K	22.1K $13.3M
KWEB Kraneshares Tr Csi China Inter ETFs	18.8K + 133.89%	$29.11 - $38.87 $548K - $732K	32.9K $961K
MSFT Microsoft Corp Technology	809 + 1.43%	$406.35 - $454.46 $329K - $368K	57.6K $24.3M
SNPS Synopsys Inc Technology	116 + 0.54%	$485.36 - $588.0 $56.3K - $68.2K	21.7K $10.5M
CSGP Costar Group, Inc. Real Estate	3.11K + 1.86%	$69.7 - $81.97 $217K - $255K	171K $12.2M
IT Gartner Inc Technology	122 + 0.41%	$481.22 - $551.8 $58.7K - $67.3K	29.5K $14.3M
GWRE Guidewire Software, Inc. Technology	1.31K + 1.74%	$168.58 - $207.12 $220K - $270K	76.6K $12.9M
ACGL Arch Capital Group Ltd. Financial Services	2.16K + 2.42%	$88.71 - $114.86 $191K - $248K	91.4K $8.44M
IDXX Idexx Laboratories Inc Healthcare	1.21K + 2.79%	$406.92 - $495.42 $493K - $600K	44.7K $18.5M

Activity Summary All Purchases 24 New Holdings 8 Increased Positions 16 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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