SP Asset Management LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$1.2T

Holdings

132

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
101
INTUINTUIT
454$357.4M0.03%
102
CRWDCROWDSTRIKE HLDGS INC
700$356.5M0.03%
103
TOSTTOAST INC
7,802$345.6M0.03%
104
IYY*ISHARES TR
2,241$338.1M0.03%
105
GBTCGRAYSCALE BITCOIN TRUST ETF
3,640$308.8M0.03%
106
IVWISHARES TR
2,749$302.6M0.02%
107
ABNBAIRBNB INC
2,197$290.8M0.02%
108
SHOPSHOPIFY INC
2,500$288.4M0.02%
109
INTCINTEL CORP
12,845$287.7M0.02%
110
IWMISHARES TR
1,333$287.6M0.02%
111
TXNTEXAS INSTRS INC
1,377$285.9M0.02%
112
DGROISHARES TR
4,308$275.5M0.02%
113
MMM3M CO
1,787$272.1M0.02%
114
VGKVANGUARD INTL EQUITY INDEX F
3,508$271.9M0.02%
115
PAYXPAYCHEX INC
1,784$259.5M0.02%
116
SCHXSCHWAB STRATEGIC TR
10,604$259.2M0.02%
117
DASHDOORDASH INC
1,000$246.5M0.02%
118
CSCOCISCO SYS INC
3,488$242.0M0.02%
119
IBMINTERNATIONAL BUSINESS MACHS
814$239.8M0.02%
120
ONEQFIDELITY COMWLTH TR
2,990$239.5M0.02%
121
TWLOTWILIO INC
1,865$231.9M0.02%
122
PLTRPALANTIR TECHNOLOGIES INC
1,700$231.7M0.02%
123
JEPIJ P MORGAN EXCHANGE TRADED F
4,032$229.2M0.02%
124
IWDISHARES TR
1,140$221.4M0.02%
125
GGENPACT LIMITED
5,001$220.1M0.02%
126
ACNACCENTURE PLC IRELAND
720$215.3M0.02%
127
DELLDELL TECHNOLOGIES INC
1,725$211.5M0.02%
128
VEAVANGUARD TAX-MANAGED FDS
3,653$208.3M0.02%
129
CLMTCALUMET INC
13,000$204.8M0.02%
130
KHCKRAFT HEINZ CO
7,923$204.6M0.02%
131
WKHSWORKHORSE GROUP INC
10,000$11.0M0.00%
132
OPENOPENDOOR TECHNOLOGIES INC
10,000$5.3M0.00%
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