Stock Taper 
SP ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Sandisk Corporation | SNDK | 131 | $296.84K |
 Micron Technology, Inc. | MU | 209 | $240.76K |
 ASML Holding N.V. | ASML | 528 | $1.05M |
 CrowdStrike Holdings, Inc. | CRWD | 550 | $419.73K |
 Ubiquiti Inc. | UI | 627 | $334.84K |
 Costco Wholesale Corporation | COST | 677 | $633.47K |
 NXP Semiconductors N.V. | NXPI | 1K | $281.03K |
 Texas Instruments Incorporated | TXN | 1.19K | $354.66K |
 3M Company | MMM | 1.37K | $221.51K |
 Space Exploration Technologies Corp. | SPCX | 1.5K | $255.83K |
 Dell Technologies Inc. | DELL | 1.8K | $774.82K |
 Walmart Inc. | WMT | 1.8K | $203.74K |
 Twilio Inc. | TWLO | 1.85K | $381.71K |
 Iron Mountain Incorporated | IRM | 1.93K | $243.28K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.97K | $938.83K |
 Adobe Inc. | ADBE | 2.08K | $425.42K |
 Airbnb, Inc. | ABNB | 2.1K | $300.08K |
 Mastercard Incorporated | MA | 2.26K | $1.16M |
 Shopify Inc. | SHOP | 2.5K | $285.45K |