SP Asset Management LLC - Portfolio overview

SP Asset Management LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

  1. META - META PLATFORMS INC, 17.06%
  2. BRKB - BERKSHIRE HATHAWAY INC DEL, 7.85%
  3. AAPL - APPLE INC, 4.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.