Stock Taper 
SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 260.6K | $18.61M |
 NextEra Energy, Inc. | NEE | 138.43K | $12.15M |
 Walmart Inc. | WMT | 120.5K | $1.36M |
 Prologis, Inc. | PLD | 119.43K | $16.18M |
 Amazon.com, Inc. | AMZN | 105.07K | $25.04M |
 ServiceNow, Inc. | NOW | 94.54K | $9.39M |
 NVIDIA Corporation | NVDA | 89.12K | $17.83M |
 Alphabet Inc. | GOOG | 75.18K | $26.57M |
 Palantir Technologies Inc. | PLTR | 67.98K | $7.93M |
 Visa Inc. | V | 62.85K | $21.56M |
 Morgan Stanley | MS | 43.64K | $9.12M |
 Bloom Energy Corporation | BE | 41.34K | $12.51M |
 Mastercard Incorporated | MA | 38K | $19.52M |
 Vertiv Holdings Co | VRT | 34.76K | $11.64M |
 Texas Pacific Land Corporation | TPL | 33.54K | $14.68M |
 Humana Inc. | HUM | 29.66K | $11.78M |
 Southwest Airlines Co. | LUV | 29.59K | $1.52M |
 Marriott International, Inc. | MAR | 29.14K | $10.8M |
 Fox Corporation | FOX | 28.63K | $1.34M |
 Devon Energy Corporation | DVN | 27.64K | $1.14M |