Long-term investor
Sp Asset Management LLC @spassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962086).
Record
- Tracked since 2025-06-30 (450 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +17.6% · 1 year n/a · all +8.9%
- Max drawdown n/a · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- META · 15.4% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- 922908736 · 5.1% · long · since 2025-06-30
- BRK-B · 4.6% · long · since 2025-06-30
- UNH · 4.6% · long · since 2025-06-30
- ABBV · 4.6% · long · since 2025-06-30
- GOOGL · 4.3% · long · since 2025-06-30
- 922908629 · 3.4% · long · since 2025-06-30
- 464287515 · 3.2% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- 922908751 · 2.5% · long · since 2025-06-30