Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SP Asset Management LLC (CIK 1962086) reported $1.13B across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: META ($195.3M, 17.23%), BRK/B ($89.9M, 7.93%), AAPL ($56.7M, 5.00%), VUG ($53.2M, 4.69%), ABBV ($49.2M, 4.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $195.3M | 17.23% | 341,318 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.9M | 7.93% | 187,522 | Trimmed |
| 3 | AAPL | APPLE INC | $56.7M | 5.00% | 223,288 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $53.2M | 4.69% | 121,832 | Added |
| 5 | ABBV | ABBVIE INC | $49.2M | 4.34% | 226,049 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $42.1M | 3.71% | 146,379 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $37.6M | 3.32% | 130,890 | Added |
| 8 | UNH | UNITEDHEALTH GROUP INC | $37.3M | 3.29% | 137,805 | Added |
| 9 | IGV | ISHARES TR | $35.0M | 3.09% | 437,356 | Added |
| 10 | MSFT | MICROSOFT CORP | $33.3M | 2.94% | 90,006 | Added |
| 11 | AMZN | AMAZON COM INC | $27.6M | 2.44% | 132,633 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $26.8M | 2.36% | 102,259 | Trimmed |
| 13 | XLV | SELECT SECTOR SPDR TR | $25.2M | 2.22% | 171,845 | Trimmed |
| 14 | ADI | ANALOG DEVICES INC | $23.5M | 2.07% | 73,849 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $21.7M | 1.92% | 88,826 | Trimmed |
| 16 | WFC | WELLS FARGO & CO | $21.7M | 1.91% | 272,432 | Trimmed |
| 17 | XLE | SELECT SECTOR SPDR TR | $21.0M | 1.85% | 342,877 | Trimmed |
| 18 | BAC | BANK AMERICA CORP | $18.7M | 1.65% | 383,698 | Trimmed |
| 19 | GOOG | ALPHABET INC | $16.8M | 1.48% | 58,506 | Trimmed |
| 20 | ORCL | ORACLE CORP | $15.4M | 1.36% | 105,003 | Trimmed |
| 21 | MRK | MERCK & CO INC | $13.9M | 1.23% | 115,492 | Trimmed |
| 22 | HD | HOME DEPOT INC | $13.7M | 1.21% | 41,603 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $13.6M | 1.20% | 80,383 | Trimmed |
| 24 | ABT | ABBOTT LABORATORIES | $13.0M | 1.15% | 127,004 | Trimmed |
| 25 | QCOM | QUALCOMM INC | $11.6M | 1.03% | 90,309 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31