SP Asset Management LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$1.3T

Holdings

137

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (137 positions)

#StockSharesValue% PortfolioType
101
BSXBOSTON SCIENTIFIC CORP
3,992$380.0M0.03%
102
IYY*ISHARES TR
2,253$373.0M0.03%
103
CMGCHIPOTLE MEXICAN GRILL INC
10,000$370.0M0.03%
104
COSTCOSTCO WHSL CORP NEW
411$354.0M0.03%
105
UIUBIQUITI INC
627$346.0M0.03%
106
EXPOEXPONENT INC
4,941$343.0M0.03%
107
IVWISHARES TR
2,755$339.0M0.03%
108
IWMISHARES TR
1,337$329.0M0.03%
109
CRWDCROWDSTRIKE HLDGS INC
700$328.0M0.03%
110
JEPIJ P MORGAN EXCHANGE TRADED F
5,341$305.0M0.02%
111
DGROISHARES TR
4,347$301.0M0.02%
112
INTUINTUIT
455$301.0M0.02%
113
PLTRPALANTIR TECHNOLOGIES INC
1,687$299.0M0.02%
114
ABNBAIRBNB INC
2,197$298.0M0.02%
115
SCHXSCHWAB STRATEGIC TR
10,607$285.0M0.02%
116
TOSTTOAST INC
7,802$277.0M0.02%
117
ONEQFIDELITY COMWLTH TR
2,999$274.0M0.02%
118
VGKVANGUARD INTL EQUITY INDEX F
3,237$270.0M0.02%
119
TWLOTWILIO INC
1,865$265.0M0.02%
120
CLMTCALUMET INC
13,000$258.0M0.02%
121
GBTCGRAYSCALE BITCOIN TRUST ETF
3,640$248.0M0.02%
122
IWDISHARES TR
1,151$242.0M0.02%
123
TXNTEXAS INSTRS INC
1,397$242.0M0.02%
124
SCHGSCHWAB STRATEGIC TR
7,338$239.0M0.02%
125
VEAVANGUARD TAX-MANAGED FDS
3,819$238.0M0.02%
126
COINCOINBASE GLOBAL INC
1,028$232.0M0.02%
127
RTXRTX CORPORATION
1,238$227.0M0.02%
128
DASHDOORDASH INC
1,000$226.0M0.02%
129
DELLDELL TECHNOLOGIES INC
1,737$218.0M0.02%
130
NXPINXP SEMICONDUCTORS N V
1,000$217.0M0.02%
131
SOLSSOLSTICE ADVANCED MATLS INC
4,453$216.0M0.02%
132
MMM3M CO
1,354$216.0M0.02%
133
IWBISHARES TR
544$203.0M0.02%
134
PAYXPAYCHEX INC
1,816$203.0M0.02%
135
AVUSAMERICAN CENTY ETF TR
1,805$201.0M0.02%
136
OPENOPENDOOR TECHNOLOGIES INC
10,000$58.0M0.00%
137
DVLTDATAVAULT AI INC
10,000$6.0M0.00%
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