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Home > Institutional Investor > Spence Asset Management > Profile

Instuitional Investor - Spence Asset Management

Fund Profile
Filing Period:
Fund Name: Spence Asset Management
Portfolio Value $489,428,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Visa Inc.
 V 112,666 $39,513 8.07%
2.
Mastercard Inc
 MA 68,124 $38,891 7.95%
3.
Alphabet Inc.
 GOOGL 118,860 $37,298 7.62%
4.
Amazon Com Inc
 AMZN 139,093 $32,105 6.56%
5.
Intuitive Surgical Inc
 ISRG 54,650 $30,952 6.32%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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