Stock Taper 
SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 1.31K | $470K |
 Sandisk Corporation | SNDK | 997 | $2.27M |
 Comfort Systems USA, Inc. | FIX | 947 | $1.88M |
 Fair Isaac Corporation | FICO | 714 | $853K |