Stock Taper 
SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Prologis, Inc. | PLD | 119.43K | $16.18M |
 Walmart Inc. | WMT | 120.5K | $1.36M |
 NextEra Energy, Inc. | NEE | 138.43K | $12.15M |
 Netflix, Inc. | NFLX | 260.6K | $18.61M |