Fund HoldingsSmith Group Asset Management, LLC

Total Portfolio Value
$1.96B
Total Bought
$306.51M
Total Sold
$109.76M
Net Transaction
+$196.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JABIL INC(JBL)0164,635+164,635043,7322.23%+43,732
DOLLAR GEN CORP(DG)0268,225+268,225031,8461.62%+31,846
COMFORT SYS USA INC(FIX)64,87359,568-5,30560,54582,1444.19%+21,598
COSTCO WHOLESALE CORPORATION(COST)061,895+61,895061,6743.15%+61,674
ANALOG DEVICES INC(ADI)157,926170,815+12,88942,83054,3432.77%+11,514
EXXON MOBIL CORP177,026188,977+11,95121,30332,0621.64%+10,759
HASBRO INC(HAS)508,786545,638+36,85241,72051,0722.61%+9,351
PARKER-HANNIFIN CORP(PH)72,48081,081+8,60163,70772,5873.70%+8,880
KLA CORP(KLAC)61,05956,352-4,70774,19282,9734.23%+8,782
TAPESTRY INC(TPR)300,075333,486+33,41138,34147,0582.40%+8,718
MARATHON PETE CORP(MPC)093,041+93,041022,7191.16%+22,719
JOHNSON & JOHNSON(JNJ)138,982150,121+11,13928,76236,6961.87%+7,933
CBOE GLOBAL MKTS INC(CBOE)147,140157,726+10,58636,93244,3322.26%+7,400
HUBBELL INC(HUBB)80,12086,736+6,61635,58242,5652.17%+6,983
MCKESSON CORP(MCK)58,03362,597+4,56447,60454,1692.76%+6,565
TJX COS INC NEW(TJX)246,127264,657+18,53037,80842,2662.16%+4,458
NETFLIX INC.(NFLX)0432,263+432,263041,5622.12%+41,562
ARCH CAP GROUP LTD
ORD
382,788412,379+29,59136,71739,5842.02%+2,867
ZURN ELKAY WATER SOLNS CORP(ZWS)038,457+38,45701,7240.09%+1,724
TAIWAN SEMICONDUCTOR MANUFAC(TSM)33,36334,443+1,08010,13911,6400.59%+1,501
Q2 HLDGS INC(QTWO)030,062+30,06201,4220.07%+1,422
VERTEX PHARMACEUTICALS INC(VRTX)52,05155,746+3,69523,59824,8931.27%+1,295
NUTEX HEALTH INC(NUTX)013,087+13,08701,2440.06%+1,244
BP PLC(BP)49,88057,860+7,9801,7322,7190.14%+987
COLGATE PALMOLIVE CO(CL)010,237+10,23708730.04%+873
BRISTOL-MYERS SQUIBB CO(BMY)013,850+13,85008400.04%+840
AZZ INC029,221+29,22103,6560.19%+3,656
CLEAR SECURE INC(YOU)69,20767,211-1,9962,4283,2540.17%+826
VALERO ENERGY CORP(VLO)09,230+9,23002,2810.12%+2,281
HOWMET AEROSPACE INC(HWM)03,352+3,35207730.04%+773
PACS GROUP INC(PACS)023,997+23,99707710.04%+771
KULICKE & SOFFA INDS INC(KLIC)011,449+11,44907520.04%+752
CANADIAN IMPERIAL BANK OF CO(CM)83,94088,020+4,0807,6068,3400.43%+734
PINNACLE FINL PARTNERS INC(PNFP)08,423+8,42307260.04%+726
REDDIT INC(RDDT)05,036+5,03606780.03%+678
HERSHEY CO(HSY)03,260+3,26006780.03%+678
ADVANCED MICRO DEVICES INC(AMD)136,238146,693+10,45529,17729,8421.52%+665
INTERACTIVE BROKERS GROUP IN(IBKR)9,09418,374+9,2805851,2320.06%+648
RUBRIK INC.(RBRK)012,602+12,60206170.03%+617
PHILLIPS 66(PSX)010,154+10,15401,8500.09%+1,850
ETSY INC(ETSY)010,646+10,64605320.03%+532
MATADOR RES CO(MTDR)012,571+12,57107940.04%+794
AMERIPRISE FINL INC(AMP)01,050+1,05004670.02%+467
ALLIENT INC07,620+7,62004500.02%+450
GE VERNOVA INC(GEV)0497+49704340.02%+434
LEMAITRE VASCULAR INC(LMAT)06,985+6,98507630.04%+763
ISHARES TR
MSCI INDIA ETF
17,95029,260+11,3109681,3710.07%+402
DARLING INGREDIENTS INC(DAR)06,425+6,42503970.02%+397
COVISTA INC(CVSA)026,395+26,39503,0420.16%+3,042
BANK NEW YORK MELLON CORP9,00011,989+2,9891,0451,4220.07%+377
DAVITA INC(DVA)02,355+2,35503620.02%+362
PHIBRO ANIMAL HEALTH CORP(PAHC)025,021+25,02101,3840.07%+1,384
ARM HOLDINGS PLC08,520+8,52001,2890.07%+1,289
O-I GLASS INC(OI)11,93750,610+38,6731765320.03%+356
PAYLOCITY HLDG CORP(PCTY)2,6596,906+4,2474057460.04%+341
PLEXUS CORP(PLXS)4,4214,830+4096509780.05%+328
BRIGHTSPRING HEALTH SVCS INC(BTSG)52,24353,170+9271,9572,2660.12%+309
BROADRIDGE FINL SOLUTIONS IN(BR)01,850+1,85003010.02%+301
VERTIV HOLDINGS CO(VRT)01,150+1,15002880.01%+288
COCA-COLA EUROPACIFIC PARTNE
SHS
69,80172,941+3,1406,3316,6140.34%+283
KONTOOR BRANDS INC(KTB)07,505+7,50505280.03%+528
DELL TECHNOLOGIES INC(DELL)01,500+1,50002460.01%+246
PRIMORIS SVCS CORP(PRIM)09,428+9,42801,3490.07%+1,349
FIRST FINL BANKSHARES INC(FFIN)07,119+7,11902100.01%+210
MASTERCARD INCORPORATED(MA)1,4912,118+6278511,0580.05%+207
SCHWAB CHARLES CORP(SCHW)361,004385,975+24,97136,06836,2741.85%+206
MUELLER WTR PRODS INC(MWA)032,563+32,56308950.05%+895
APPLIED MATLS INC02,679+2,67909160.05%+916
IRON MTN INC DEL(IRM)010,000+10,00001,0210.05%+1,021
CARGURUS INC(CARG)10,07416,980+6,9063865780.03%+192
WILLIAMS COS INC(WMB)015,000+15,00001,0920.06%+1,092
ABBVIE INC(ABBV)2,2273,169+9425096890.04%+180
WEC ENERGY GROUP INC(WEC)015,740+15,74001,8220.09%+1,822
LAM RESEARCH CORP(LRCX)4,2554,137-1187288840.05%+156
APPLIED INDL TECHNOLOGIES IN(AIT)04,352+4,35201,1550.06%+1,155
CME GROUP INC(CME)06,000+6,00001,7720.09%+1,772
WATTS WATER TECHNOLOGIES INC(WTS)06,688+6,68801,9410.10%+1,941
ENTERGY CORP NEW(ETR)06,000+6,00006740.03%+674
ROKU INC(ROKU)12,89116,022+3,1311,3991,5160.08%+117
AVEANNA HEALTHCARE HLDGS INC(AVAH)196,276263,669+67,3931,6041,6980.09%+94
NICOLET BANKSHARES INC02,230+2,23003310.02%+331
ARLO TECHNOLOGIES INC(ARLO)053,529+53,52907620.04%+762
CONSOLIDATED EDISON INC(ED)05,000+5,00005660.03%+566
INSULET CORP(PODD)1,3092,097+7883724400.02%+68
STEEL DYNAMICS INC(STLD)6,0006,00001,0171,0800.06%+63
EXELON CORP(EXC)011,000+11,00005390.03%+539
DTE ENERGY CO(DTB)03,000+3,00004390.02%+439
BRINKER INTL INC(EAT)20,12720,565+4382,8892,9360.15%+47
QUALYS INC(QLYS)2,8644,819+1,9553814230.02%+43
EXPEDIA GROUP INC(EXPE)4,0655,160+1,0951,1521,1910.06%+40
BOX INC(BOX)026,343+26,34306230.03%+623
ELI LILLY & CO(LLY)1,7872,117+3301,9201,9470.10%+27
EVERTEC INC(EVTC)017,697+17,69704990.03%+499
QUANTA SVCS INC6,0004,654-1,3462,5322,5550.13%+23
DOMINION ENERGY INC(D)06,400+6,40003960.02%+396
NORTHERN TR CORP(NTRS)04,000+4,00005580.03%+558
CARDINAL HEALTH INC(CAH)3,1493,018-1316476380.03%-9
ARTISAN PARTNERS ASSET MGMT(APAM)013,436+13,43604890.02%+489
STATE STR CORP(STT)5,0005,00006456330.03%-12
FABRINET(FN)3,1092,686-4231,4151,4010.07%-15
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