Stock Taper 
SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fair Isaac Corporation | FICO | 714 | $853K |
 Comfort Systems USA, Inc. | FIX | 947 | $1.88M |
 Sandisk Corporation | SNDK | 997 | $2.27M |
 Alphabet Inc. | GOOGL | 1.31K | $470K |
 Equinix, Inc. | EQIX | 1.44K | $1.5M |
 GE Vernova Inc. | GEV | 1.59K | $1.87M |
 Lumentum Holdings Inc. | LITE | 1.69K | $1.45M |
 AppLovin Corporation | APP | 1.78K | $915K |
 Micron Technology, Inc. | MU | 1.9K | $2.19M |
 Seagate Technology Holdings plc | STX | 2.03K | $1.96M |
 Cummins Inc. | CMI | 2.38K | $170K |
 Applied Materials, Inc. | AMAT | 2.57K | $1.86M |
 Western Digital Corporation | WDC | 3.58K | $2.29M |
 Ciena Corporation | CIEN | 4.09K | $2.01M |
 Broadcom Inc. | AVGO | 4.19K | $1.58M |
 Teradyne, Inc. | TER | 4.33K | $2.09M |
 Corpay, Inc. | CPAY | 4.42K | $1.47M |
 Dell Technologies Inc. | DELL | 4.49K | $1.94M |
 NXP Semiconductors N.V. | NXPI | 5.1K | $1.43M |
 Valero Energy Corporation | VLO | 5.53K | $1.44M |