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Lucas Mosher

Sp Asset Management Llc

Assets Managed
$1.134B
Holdings
119
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-10.38%(2Q avg: -4.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sp Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Sp Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.134B in assets, with a quarterly growth rate of -10.38% and a 2-quarter average growth rate of -4.99%. The portfolio is managed by Lucas Mosher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.48%
17.23%
$195.278M
341,318 shares@ $572.14 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.2%
7.93%
$89.86M
187,522 shares@ $479.2 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.82%
5%
$56.668M
223,288 shares@ $253.79 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 5.17%
4.7%
$53.215M
121,832 shares@ $436.79 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -1.07%
4.34%
$49.163M
226,049 shares@ $217.5 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.72%
3.72%
$42.093M
146,379 shares@ $287.56 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 2.43%
3.32%
$37.589M
130,890 shares@ $287.18 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Increased 0.13%
3.29%
$37.289M
137,805 shares@ $270.59 avg price
IGV
Ishares Expanded Tech-softwa
Recent Activity
Increased 4.78%
3.09%
$35.01M
437,356 shares@ $80.05 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 9.51%
2.94%
$33.318M
90,006 shares@ $370.18 avg price

1-10 of 119