Fund HoldingsSmith Group Asset Management, LLC

Total Portfolio Value
$1.53B
Total Bought
$298.89M
Total Sold
$105.55M
Net Transaction
+$193.34M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
COMFORT SYS USA INC(FIX)059,868+59,868032,1022.10%+32,102
DISNEY WALT CO(DIS)0227,361+227,361028,1951.85%+28,195
BROADCOM INC(AVGO)0213,494+213,494058,8503.86%+58,850
MICROSOFT CORP(MSFT)0147,282+147,282073,2604.80%+73,260
NETFLIX INC(NFLX)36,18137,124+94333,74049,7143.26%+15,974
SCHWAB CHARLES CORP(SCHW)208,086320,718+112,63216,28929,2621.92%+12,973
KLA CORP(KLAC)53,27954,088+80936,21948,4493.18%+12,230
META PLATFORMS INC(META)71,49672,231+73541,20753,3133.50%+12,106
BOOKING HOLDINGS INC(BKNG)08,965+8,965051,9013.40%+51,901
APPLOVIN CORP(APP)0112,933+112,933039,5362.59%+39,536
ARISTA NETWORKS INC(ANET)0362,125+362,125037,0492.43%+37,049
AMERICAN EXPRESS CO(AXP)0130,482+130,482041,6212.73%+41,621
CADENCE DESIGN SYSTEM INC(CDNS)0112,256+112,256034,5922.27%+34,592
PARKER-HANNIFIN CORP(PH)66,35667,491+1,13540,33447,1403.09%+6,806
MARVELL TECHNOLOGY INC(MRVL)0371,482+371,482028,7531.89%+28,753
HASBRO INC(HAS)439,831452,174+12,34327,04533,3792.19%+6,334
HUBBELL INC(HUBB)071,360+71,360029,1441.91%+29,144
JPMORGAN CHASE & CO.(JPM)113,360117,054+3,69427,80733,9352.23%+6,128
VEEVA SYS INC(VEEV)86,95489,426+2,47220,14125,7531.69%+5,612
ALPHABET INC(GOOG)0222,528+222,528039,2162.57%+39,216
MCKESSON CORP(MCK)49,69251,015+1,32333,44237,3832.45%+3,941
PINTEREST INC(PINS)645,553656,666+11,11320,01223,5481.54%+3,536
LIGHT & WONDER INC(LNWO)133,678154,714+21,03611,57814,8930.98%+3,315
EBAY INC.(EBAY)384,462390,844+6,38226,04029,1021.91%+3,063
COSTCO WHSL CORP NEW(COST)50,47151,234+76347,73450,7193.33%+2,984
NVIDIA CORPORATION(NVDA)064,395+64,395010,1740.67%+10,174
TAIWAN SEMICONDUCTOR MFG LTD(TSM)039,528+39,52808,9530.59%+8,953
MARATHON PETE CORP(MPC)75,10176,675+1,57410,94112,7360.84%+1,795
CANADIAN IMPERIAL BK COMM(CM)91,47097,030+5,5605,1506,8730.45%+1,723
BARRICK MNG CORP(B)080,000+80,00001,6660.11%+1,666
WATTS WATER TECHNOLOGIES INC(WTS)06,446+6,44601,5850.10%+1,585
CBOE GLOBAL MKTS INC(CBOE)129,802132,519+2,71729,37330,9052.03%+1,532
MEDPACE HLDGS INC(MEDP)082,223+82,223025,8071.69%+25,807
WORKDAY INC(WDAY)0115,972+115,972027,8331.83%+27,833
ROCKWELL AUTOMATION INC(ROK)07,645+7,64502,5390.17%+2,539
ROBLOX CORP(RBLX)047,320+47,32004,9780.33%+4,978
BRIGHTSPRING HEALTH SVCS INC(BTSG)051,150+51,15001,2070.08%+1,207
TJX COS INC NEW(TJX)212,741218,544+5,80325,91226,9881.77%+1,076
CARVANA CO(CVNA)2,9104,435+1,5256081,4940.10%+886
ADOBE INC(ADBE)050,194+50,194019,4191.27%+19,419
COCA-COLA EUROPACIFIC PARTNE
SHS
78,13182,641+4,5106,8007,6620.50%+863
AEROVIRONMENT INC05,000+5,00001,4250.09%+1,425
SNOWFLAKE INC(SNOW)7,6308,540+9101,1151,9110.13%+796
COHERENT CORP(COHR)032,000+32,00002,8550.19%+2,855
QUANTA SVCS INC06,000+6,00002,2680.15%+2,268
ADTALEM GLOBAL ED INC(CVSA)25,28525,280-52,5453,2160.21%+672
HOULIHAN LOKEY INC(HLI)4,3307,320+2,9906991,3170.09%+618
VISA INC(V)2,3154,018+1,7038111,4270.09%+615
ALLSTATE CORP(ALL)03,040+3,04006120.04%+612
ROYAL CARIBBEAN GROUP
COM
05,110+5,11001,6000.10%+1,600
TWILIO INC(TWLO)014,700+14,70001,8280.12%+1,828
EMCOR GROUP INC(EME)2,9602,900-601,0941,5510.10%+457
AMAZON COM INC(AMZN)022,783+22,78304,9980.33%+4,998
CENCORA INC1,5102,860+1,3504208580.06%+438
SHIFT4 PMTS INC(FOUR)03,330+3,33003300.02%+330
ARLO TECHNOLOGIES INC(ARLO)046,471+46,47107880.05%+788
ALIGN TECHNOLOGY INC01,700+1,70003220.02%+322
GRAND CANYON ED INC(LOPE)01,700+1,70003210.02%+321
DR REDDYS LABS LTD(RDY)058,430+58,43008780.06%+878
CARGURUS INC(CARG)09,251+9,25103100.02%+310
EXTREME NETWORKS(EXTR)064,000+64,00001,1490.08%+1,149
MONSTER BEVERAGE CORP NEW(MNST)04,650+4,65002910.02%+291
FABRINET(FN)2,9492,94905828690.06%+287
KONTOOR BRANDS INC(KTB)04,110+4,11002710.02%+271
AVEPOINT INC053,904+53,90401,0410.07%+1,041
TOAST INC(TOST)05,685+5,68502520.02%+252
EXELIXIS INC(EXEL)13,67017,156+3,4865057560.05%+251
TRANE TECHNOLOGIES PLC(TT)02,530+2,53001,1070.07%+1,107
TESLA INC(TSLA)04,631+4,63101,4710.10%+1,471
UBER TECHNOLOGIES INC(UBER)11,72011,430-2908541,0660.07%+213
DOORDASH INC(DASH)3,2903,250-406018010.05%+200
ALPHABET INC(GOOG)012,785+12,78502,2680.15%+2,268
BRINKER INTL INC(EAT)06,237+6,23701,1250.07%+1,125
PRIMORIS SVCS CORP(PRIM)8,5368,53604906650.04%+175
UIPATH INC(PATH)074,290+74,29009510.06%+951
IRON MTN INC DEL(IRM)010,000+10,00001,0260.07%+1,026
RESMED INC(RMD)05,765+5,76501,4870.10%+1,487
GUIDEWIRE SOFTWARE INC(GWRE)3,8003,710-907128740.06%+162
FIRST HORIZON CORPORATION(FHN)090,000+90,00001,9080.13%+1,908
APPLIED MATLS INC03,906+3,90607150.05%+715
CHECK POINT SOFTWARE TECH LT
ORD
33,44335,078+1,6357,6227,7610.51%+139
ELASTIC N V
ORD SHS
031,700+31,70002,6730.18%+2,673
ADVANCED MICRO DEVICES INC(AMD)03,313+3,31304700.03%+470
ROKU INC(ROKU)7,3907,280-1105216400.04%+119
NORTHERN TR CORP(NTRS)4,0004,00003955070.03%+113
PHIBRO ANIMAL HEALTH CORP(PAHC)25,87425,87405536610.04%+108
PILGRIMS PRIDE CORP(PPC)15,84021,600+5,7608639720.06%+108
HUNTINGTON BANCSHARES INC(HBAN)053,000+53,00008880.06%+888
LYFT INC(LYFT)25,07024,570-5002983870.03%+90
STATE STR CORP(STT)05,280+5,28005610.04%+561
AZZ INC28,33625,936-2,4002,3692,4500.16%+81
ADDUS HOMECARE CORP04,951+4,95105700.04%+570
BP PLC(BP)012,990+12,99003890.03%+389
NUTANIX INC(NTNX)021,179+21,17901,6190.11%+1,619
PATRICK INDS INC(PATK)8,5298,525-47217870.05%+65
BANK NEW YORK MELLON CORP9,0009,00007558200.05%+65
BOX INC(BOX)18,71618,71605786400.04%+62
ARTISAN PARTNERS ASSET MGMT(APAM)011,616+11,61605150.03%+515
XYLEM INC(XYL)6,0006,00007177760.05%+59
CME GROUP INC(CME)6,1846,157-271,6411,6970.11%+56
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