Stock Taper

SP ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
JPMorgan Chase & Co.JPM2.59K$848.75K
Eli Lilly and CompanyLLY2.79K$3.34M
Synopsys, Inc.SNPS2.92K$1.3M
Palantir Technologies Inc.PLTR4.04K$471.7K
Tesla, Inc.TSLA6.12K$2.57M
KLA CorporationKLAC6.86K$2.07M
CVR Partners, LPUAN7.55K$841.26K
Arista Networks, Inc.ANET7.88K$1.34M
Roblox CorporationRBLX8.79K$478.27K
Cisco Systems, Inc.CSCO9.8K$1.15M
Chipotle Mexican Grill, Inc.CMG10K$340K
Honeywell International Inc.HON11.21K$2.51M
Broadcom Inc.AVGO12.23K$4.62M
Palo Alto Networks, Inc.PANW13.03K$4.44M
Altria Group, Inc.MO13.64K$981.72K
Intel Corp.INTC13.86K$1.94M
Labcorp Holdings Inc.LH14.11K$3.95M
Applied Materials, Inc.AMAT17.19K$12.43M
Visa Inc.V19.05K$6.54M
Salesforce, Inc.CRM20.99K$3.29M