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Portfolio (Quarterly) Guide ↗

SP Asset Management LLC

· CIK 0001962086
13F Portfolio $1.2B AUM 137 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 137 New
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFF ISHARES TR 66,253.0 $2.0M 0.16% NEW $30.49 -0.1%
62 NKE NIKE INC Consumer Cyclical 49,020.0 $2.0M 0.16% NEW $41.05 -0.7%
63 INTC INTEL CORP Technology 13,859.0 $1.9M 0.15% NEW $139.63 -35.5%
64 VTI VANGUARD INDEX FDS 5,206.0 $1.9M 0.15% NEW $370.05 +2.2%
65 VWO VANGUARD INTL EQUITY INDEX F 26,481.0 $1.6M 0.13% NEW $59.69 +1.3%
66 EEM ISHARES TR 22,753.0 $1.6M 0.12% NEW $68.41 -1.9%
67 VTEB VANGUARD MUN BD FDS 29,292.0 $1.5M 0.12% NEW $50.58 -2.1%
68 SKYY FIRST TR EXCHANGE-TRADED FD 11,010.0 $1.5M 0.12% NEW $134.56 +19.8%
69 XLF SELECT SECTOR SPDR TR 25,828.0 $1.4M 0.11% NEW $53.61 +7.2%
70 NOBL PROSHARES TR 24,188.0 $1.4M 0.11% NEW $56.16 +4.6%
71 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 34,902.0 $1.4M 0.11% NEW $38.73 +59.7%
72 FDN FIRST TR EXCHANGE-TRADED FD 5,063.0 $1.3M 0.11% NEW $264.72 +8.3%
73 ANET ARISTA NETWORKS INC Technology 7,878.0 $1.3M 0.11% NEW $169.87 +11.1%
74 SNPS SYNOPSYS INC Technology 2,922.0 $1.3M 0.10% NEW $446.01 -10.8%
75 VUSB VANGUARD BD INDEX FDS 25,580.0 $1.3M 0.10% NEW $49.78 -0.1%
76 IVV ISHARES TR 1,557.0 $1.2M 0.09% NEW $748.77 +2.7%
77 MA MASTERCARD INCORPORATED Financial Services 2,258.0 $1.2M 0.09% NEW $513.65 +13.0%
78 CSCO CISCO SYS INC Technology 9,805.0 $1.2M 0.09% NEW $117.46 -5.5%
79 DFUS DIMENSIONAL ETF TRUST 13,184.0 $1.1M 0.09% NEW $81.94 +2.1%
80 ASML ASML HLDG NV Technology 528.0 $1.1M 0.08% NEW $1991.12 -11.4%
Page 4 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Communication Services 29.6%
Healthcare 20.4%
Financial Services 8.5%
Consumer Cyclical 7.1%
Consumer Defensive 3.3%
Energy 1.4%
Real Estate 0.0%
Industrials 0.0%