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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 $401,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Visa Inc.
 V 116,107 $40,691 10.13%
2.
Mastercard Inc
 MA 69,299 $37,984 9.45%
3.
Intuitive Surgical Inc
 ISRG 54,237 $26,862 6.69%
4.
Tyler Technologies Inc
 TYL 46,201 $26,861 6.69%
5.
Amazon Com Inc
 AMZN 139,771 $26,593 6.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)