Stock Taper 
SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 5.64K | $2.44M |
 Advanced Micro Devices, Inc. | AMD | 5.84K | $3.39M |
 Texas Instruments Incorporated | TXN | 6.24K | $1.86M |
 KLA Corporation | KLAC | 6.26K | $1.89M |
| EA ELECTRONIC ARTS INC COM | EA | 6.85K | $1.4M |
 Steel Dynamics, Inc. | STLD | 7.88K | $1.81M |
 Nucor Corporation | NUE | 8.07K | $1.8M |
 Eli Lilly and Company | LLY | 8.26K | $9.91M |
 Globe Life Inc. | GL | 9.64K | $1.72M |
 Northern Trust Corporation | NTRS | 10.77K | $1.87M |
 Yum! Brands, Inc. | YUM | 12.08K | $1.93M |
 NRG Energy, Inc. | NRG | 12.31K | $1.8M |
 Incyte Corporation | INCY | 12.4K | $1.41M |
 Bunge Global S.A. | BG | 12.42K | $1.32M |
 eBay Inc. | EBAY | 12.87K | $1.44M |
 Airbnb, Inc. | ABNB | 13.15K | $1.88M |
 The Walt Disney Company | DIS | 13.74K | $1.32M |
| EC ECHOSTAR CORP CL A | SATS | 14.39K | $1.46M |
 The Goldman Sachs Group, Inc. | GS | 14.57K | $14.74M |
 Microchip Technology Incorporated | MCHP | 18.05K | $1.65M |