Fund HoldingsSmith Group Asset Management, LLC

Total Portfolio Value
$1.33B
Total Bought
$204.11M
Total Sold
$132.84M
Net Transaction
+$71.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PROGRESSIVE CORP(PGR)093,973+93,973026,5951.99%+26,595
GLOBUS MED INC(GMED)0326,509+326,509023,9001.79%+23,900
SCHWAB CHARLES CORP(SCHW)0208,086+208,086016,2891.22%+16,289
LIGHT & WONDER INC(LNWO)0133,678+133,678011,5780.87%+11,578
OKTA INC(OKTA)221,401237,995+16,59417,44625,0421.88%+7,595
MCKESSON CORP(MCK)47,32149,692+2,37126,96933,4422.51%+6,474
CBOE GLOBAL MKTS INC(CBOE)125,089129,802+4,71324,44229,3732.20%+4,931
VERTEX PHARMACEUTICALS INC(VRTX)045,643+45,643022,1291.66%+22,129
KLA CORP(KLAC)053,279+53,279036,2192.72%+36,219
JOHNSON & JOHNSON(JNJ)0120,837+120,837020,0401.50%+20,040
EBAY INC.(EBAY)0384,462+384,462026,0401.95%+26,040
COSTCO WHSL CORP NEW(COST)48,57750,471+1,89444,51047,7343.58%+3,225
NETFLIX INC(NFLX)34,38436,181+1,79730,64733,7402.53%+3,093
PINTEREST INC(PINS)0645,553+645,553020,0121.50%+20,012
ARCH CAP GROUP LTD
ORD
0333,391+333,391032,0662.40%+32,066
VEEVA SYS INC(VEEV)82,56786,954+4,38717,36020,1411.51%+2,781
EXXON MOBIL CORP0154,772+154,772018,4071.38%+18,407
HASBRO INC(HAS)0439,831+439,831027,0452.03%+27,045
KINROSS GOLD CORP(KGC)0780,137+780,13709,8380.74%+9,838
ADTALEM GLOBAL ED INC(CVSA)6,75925,285+18,5266142,5450.19%+1,931
AZZ INC6,21228,336+22,1245092,3690.18%+1,860
EXLSERVICE HOLDINGS INC(EXLS)422,607433,354+10,74718,75520,4591.53%+1,703
CHECK POINT SOFTWARE TECH LT
ORD
033,443+33,44307,6220.57%+7,622
JPMORGAN CHASE & CO.(JPM)110,497113,360+2,86326,48727,8072.08%+1,320
WATERS CORP(WAT)59,81063,300+3,49022,18823,3301.75%+1,142
TJX COS INC NEW(TJX)205,180212,741+7,56124,78825,9121.94%+1,124
MARATHON PETE CORP(MPC)075,101+75,101010,9410.82%+10,941
EMCOR GROUP INC(EME)02,960+2,96001,0940.08%+1,094
COCA-COLA EUROPACIFIC PARTNE
SHS
078,131+78,13106,8000.51%+6,800
META PLATFORMS INC(META)69,06471,496+2,43240,43841,2073.09%+770
HOULIHAN LOKEY INC(HLI)04,330+4,33006990.05%+699
CHEMED CORP NEW(CHE)01,100+1,10006770.05%+677
CARDINAL HEALTH INC(CAH)2,6607,000+4,3403159640.07%+650
FABRINET(FN)02,949+2,94905820.04%+582
PAYCHEX INC(PAYX)03,566+3,56605500.04%+550
PRIMORIS SVCS CORP(PRIM)08,536+8,53604900.04%+490
WAYSTAR HLDG CORP(WAY)012,858+12,85804800.04%+480
WEC ENERGY GROUP INC(WEC)28,00028,00002,6333,0510.23%+418
PALANTIR TECHNOLOGIES INC(PLTR)04,870+4,87004110.03%+411
DECKERS OUTDOOR CORP(DECK)03,320+3,32003710.03%+371
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)16,00016,00002,9453,3160.25%+371
PILGRIMS PRIDE CORP(PPC)015,840+15,84008630.06%+863
SNOWFLAKE INC(SNOW)5,0107,630+2,6207741,1150.08%+342
BROADRIDGE FINL SOLUTIONS IN(BR)01,310+1,31003180.02%+318
BARRICK GOLD CORP80,00080,00001,2401,5550.12%+315
CARMAX INC(KMX)03,670+3,67002860.02%+286
CANADIAN IMPERIAL BK COMM(CM)77,10091,470+14,3704,8755,1500.39%+275
ARMSTRONG WORLD INDS INC NEW(AWI)01,940+1,94002730.02%+273
CROWN CASTLE INC(CCI)20,00020,00001,8152,0850.16%+269
GUIDEWIRE SOFTWARE INC(GWRE)03,800+3,80007120.05%+712
EXPEDITORS INTL WASH INC(EXPD)04,350+4,35005230.04%+523
CORCEPT THERAPEUTICS INC(CORT)09,019+9,01901,0300.08%+1,030
VICI PPTYS INC(VICI)70,00070,00002,0452,2830.17%+239
DOORDASH INC(DASH)03,290+3,29006010.05%+601
FIRST FINL BANKSHARES INC(FFIN)06,194+6,19402220.02%+222
BANCFIRST CORP(BANF)01,998+1,99802200.02%+220
NICOLET BANKSHARES INC01,928+1,92802100.02%+210
AMERICAN TOWER CORP NEW(AMT)6,0006,00001,1001,3060.10%+205
EXELIXIS INC(EXEL)9,15013,670+4,5203055050.04%+200
CME GROUP INC(CME)6,2076,184-231,4411,6410.12%+199
UBER TECHNOLOGIES INC(UBER)11,42011,720+3006898540.06%+165
VISA INC(V)02,315+2,31508110.06%+811
SALESFORCE INC(CRM)8801,650+7702944430.03%+149
VALERO ENERGY CORP(VLO)14,00014,00001,7161,8490.14%+133
CONSOLIDATED EDISON INC(ED)5,0005,00004465530.04%+107
PHILLIPS 66(PSX)10,08410,08401,1491,2450.09%+96
EXELON CORP(EXC)11,00011,00004145070.04%+93
CENCORA INC01,510+1,51004200.03%+420
MUELLER WTR PRODS INC(MWA)028,325+28,32507200.05%+720
WILLIAMS COS INC(WMB)15,00015,00008128960.07%+85
STEEL DYNAMICS INC(STLD)6,0006,00006847500.06%+66
BANK NEW YORK MELLON CORP9,0009,00006917550.06%+63
ENTERGY CORP NEW(ETR)6,0006,00004555130.04%+58
MERIT MED SYS INC(MMSI)05,647+5,64705970.04%+597
DTE ENERGY CO(DTB)3,0003,00003624150.03%+53
LANTHEUS HLDGS INC(LNTH)06,101+6,10105950.04%+595
CMS ENERGY CORP(CMS)5,0005,00003333760.03%+42
CARVANA CO(CVNA)2,8102,910+1005716080.05%+37
EVERTEC INC(EVTC)015,487+15,48705690.04%+569
EQUITABLE HLDGS INC6,4706,520+503053400.03%+34
COLLEGIUM PHARMACEUTICAL INC(COLL)019,085+19,08505700.04%+570
XYLEM INC(XYL)6,0006,00006967170.05%+21
LYFT INC(LYFT)025,070+25,07002980.02%+298
QUALCOMM INC(QCOM)04,700+4,70007220.05%+722
PATRICK INDS INC(PATK)08,529+8,52907210.05%+721
CONOCOPHILLIPS(COP)02,834+2,83402980.02%+298
MOODYS CORP(MCO)1,3971,447+506616740.05%+13
PHIBRO ANIMAL HEALTH CORP(PAHC)25,77525,874+995415530.04%+11
FORD MTR CO(F)50,00050,00004955020.04%+7
FIRSTENERGY CORP(FE)8,0008,00003183230.02%+5
DOMINION ENERGY INC(D)6,8006,400-4003663590.03%-7
PARKER-HANNIFIN CORP(PH)63,43466,356+2,92240,34640,3343.02%-11
BOX INC(BOX)018,716+18,71605780.04%+578
ROKU INC(ROKU)07,390+7,39005210.04%+521
NORTHERN TR CORP(NTRS)4,0004,00004103950.03%-15
CLEAR SECURE INC(YOU)027,794+27,79407200.05%+720
FIFTH THIRD BANCORP(FITB)10,00010,00004233920.03%-31
PROCORE TECHNOLOGIES INC(PCOR)04,650+4,65003070.02%+307
MORNINGSTAR INC(MORN)1,3901,450+604684350.03%-33
DIAMONDBACK ENERGY INC(FANG)9,1799,168-111,5041,4660.11%-38
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