Fund HoldingsSmith Group Asset Management, LLC

Total Portfolio Value
$1.89B
Total Bought
$318.49M
Total Sold
$108.53M
Net Transaction
+$209.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TAPESTRY INC(TPR)0300,075+300,075038,3412.03%+38,341
HUNTINGTON BANCSHARES INC(HBAN)02,053,892+2,053,892035,6351.89%+35,635
ADVANCED MICRO DEVICES INC(AMD)0136,238+136,238029,1771.55%+29,177
ALPHABET INC(GOOG)231,150246,553+15,40356,19377,1714.09%+20,979
KLA CORP(KLAC)57,10961,059+3,95061,59874,1923.94%+12,594
APPLE INC(AAPL)275,543296,967+21,42470,16280,7334.28%+10,572
PARKER-HANNIFIN CORP(PH)71,15772,480+1,32353,94863,7073.38%+9,759
COMFORT SYS USA INC(FIX)62,66064,873+2,21351,70660,5453.21%+8,840
AMERICAN EXPRESS CO(AXP)136,081145,753+9,67245,20153,9212.86%+8,721
MEDPACE HLDGS INC(MEDP)87,20594,782+7,57744,83753,2342.82%+8,397
WATERS CORP(WAT)072,648+72,648027,5941.46%+27,594
ANALOG DEVICES INC(ADI)148,704157,926+9,22236,53742,8302.27%+6,293
HASBRO INC(HAS)475,033508,786+33,75336,03141,7202.21%+5,689
MCKESSON CORP(MCK)54,41258,033+3,62142,03547,6042.52%+5,568
JOHNSON & JOHNSON(JNJ)129,676138,982+9,30624,04528,7621.53%+4,718
TJX COS INC NEW(TJX)229,357246,127+16,77033,15137,8082.01%+4,656
VERTEX PHARMACEUTICALS INC(VRTX)052,051+52,051023,5981.25%+23,598
BROADCOM INC(AVGO)225,679227,375+1,69674,45478,6944.17%+4,241
ARCH CAP GROUP LTD
ORD
359,019382,788+23,76932,57436,7171.95%+4,143
SCHWAB CHARLES CORP(SCHW)336,056361,004+24,94832,08336,0681.91%+3,985
BOOKING HOLDINGS INC(BKNG)010,131+10,131054,2552.88%+54,255
JPMORGAN CHASE & CO.(JPM)123,172131,126+7,95438,85242,2512.24%+3,399
HUBBELL INC(HUBB)74,88680,120+5,23432,22435,5821.89%+3,358
CBOE GLOBAL MKTS INC(CBOE)138,503147,140+8,63733,96836,9321.96%+2,964
EXXON MOBIL CORP165,927177,026+11,09918,70821,3031.13%+2,595
BANK AMERICA CORP040,792+40,79202,2440.12%+2,244
AUTODESK INC7907,685+6,8952512,2750.12%+2,024
CANADIAN IMPERIAL BANK OF CO(CM)083,940+83,94007,6060.40%+7,606
ATLASSIAN CORPORATION09,593+9,59301,5550.08%+1,555
CLEAR SECURE INC(YOU)28,50169,207+40,7069512,4280.13%+1,476
AVEANNA HEALTHCARE HLDGS INC(AVAH)18,258196,276+178,0181621,6040.09%+1,442
HCA HEALTHCARE INC(HCA)03,043+3,04301,4210.08%+1,421
ROLLINS INC(ROL)021,295+21,29501,2780.07%+1,278
WAYSTAR HLDG CORP(WAY)047,624+47,62401,5600.08%+1,560
NVIDIA CORPORATION(NVDA)60,04766,593+6,54611,20412,4200.66%+1,216
TAIWAN SEMICONDUCTOR MFG LTD(TSM)033,363+33,363010,1390.54%+10,139
EXPEDIA GROUP INC(EXPE)04,065+4,06501,1520.06%+1,152
ISHARES INC011,120+11,12001,0810.06%+1,081
ISHARES TR
MSCI INDIA ETF
017,950+17,95009680.05%+968
LAS VEGAS SANDS CORP(LVS)012,814+12,81408340.04%+834
ALPHABET INC(GOOG)10,49910,599+1002,5573,3260.18%+769
TESLA INC(TSLA)05,031+5,03102,2630.12%+2,263
ADOBE INC(ADBE)74,66277,342+2,68026,33727,0691.44%+732
LAM RESEARCH CORP(LRCX)04,255+4,25507280.04%+728
COCA-COLA EUROPACIFIC PARTNE
SHS
069,801+69,80106,3310.34%+6,331
ELI LILLY & CO(LLY)01,787+1,78701,9200.10%+1,920
ROKU INC(ROKU)7,13012,891+5,7617141,3990.07%+685
BP PLC(BP)30,69949,880+19,1811,0581,7320.09%+674
KINROSS GOLD CORP(KGC)0343,370+343,37009,6690.51%+9,669
SALESFORCE INC(CRM)04,081+4,08101,0810.06%+1,081
EXLSERVICE HOLDINGS INC(EXLS)466,906496,661+29,75520,55821,0781.12%+520
DISNEY WALT CO(DIS)0244,699+244,699027,8391.48%+27,839
AMAZON COM INC(AMZN)019,367+19,36704,4700.24%+4,470
PEGASYSTEMS INC(PEGA)21,81028,617+6,8071,2541,7090.09%+455
ISHARES INC
MSCI TAIWAN ETF
07,140+7,14004540.02%+454
BRIGHTSPRING HEALTH SVCS INC(BTSG)51,76352,243+4801,5301,9570.10%+426
GE AEROSPACE(GE)1,9673,285+1,3185921,0120.05%+420
MOODYS CORP(MCO)0797+79704070.02%+407
PAYLOCITY HLDG CORP(PCTY)02,659+2,65904050.02%+405
HAMILTON LANE INC(HLNE)02,984+2,98404010.02%+401
NCINO INC(NCNO)014,971+14,97103840.02%+384
PINNACLE FINL PARTNERS INC03,939+3,93903760.02%+376
TERADATA CORP DEL(TDC)012,297+12,29703740.02%+374
INSULET CORP(PODD)01,309+1,30903720.02%+372
WAYFAIR INC(W)14,73016,747+2,0171,3161,6820.09%+366
ROCKWELL AUTOMATION INC(ROK)7,6257,778+1532,6653,0260.16%+361
BRINKER INTL INC(EAT)19,97420,127+1532,5302,8890.15%+358
LUMENTUM HLDGS INC(LITE)6,7903,851-2,9391,1051,4190.08%+315
FABRINET(FN)3,0373,109+721,1071,4150.08%+308
MICROSOFT CORP(MSFT)154,587166,071+11,48480,06880,3154.26%+247
COLLEGIUM PHARMACEUTICAL INC(COLL)19,58820,086+4986859300.05%+245
QUALCOMM INC(QCOM)05,630+5,63009630.05%+963
BARRICK MNG CORP(B)80,00065,400-14,6002,6222,8480.15%+227
CARDINAL HEALTH INC(CAH)03,149+3,14906470.03%+647
INTERACTIVE BROKERS GROUP IN(IBKR)5,6219,094+3,4733875850.03%+198
MASTERCARD INCORPORATED(MA)1,1711,491+3206668510.05%+185
STEEL DYNAMICS INC(STLD)6,0006,00008371,0170.05%+180
O-I GLASS INC(OI)011,937+11,93701760.01%+176
PALANTIR TECHNOLOGIES INC(PLTR)3,8704,796+9267068520.05%+147
FIRST HORIZON CORPORATION(FHN)90,00090,00002,0352,1510.11%+116
INCYTE CORP(INCY)3,7504,381+6313184330.02%+115
EXELIXIS INC(EXEL)019,332+19,33208470.04%+847
MONSTER BEVERAGE CORP NEW(MNST)05,354+5,35404100.02%+410
IDEXX LABS INC(IDXX)580669+893714530.02%+82
UPWORK INC(UPWK)38,03038,973+9437067720.04%+66
BANK NEW YORK MELLON CORP9,0009,00009811,0450.06%+64
NEUROCRINE BIOSCIENCES INC(NBIX)2,2602,642+3823173750.02%+57
ARMSTRONG WORLD INDS INC NEW(AWI)1,9402,236+2963804270.02%+47
QUANTA SVCS INC6,0006,00002,4872,5320.13%+46
PATRICK INDS INC(PATK)8,7958,792-39109530.05%+44
MERIT MED SYS INC(MMSI)05,930+5,93005230.03%+523
STATE STR CORP(STT)05,000+5,00006450.03%+645
ABBVIE INC(ABBV)2,0502,227+1774755090.03%+34
PLEXUS CORP(PLXS)4,2964,421+1256226500.03%+28
CARGURUS INC(CARG)010,074+10,07403860.02%+386
ALLSTATE CORP(ALL)03,252+3,25206770.04%+677
FRESHWORKS INC(FRSH)024,609+24,60903010.02%+301
QUALYS INC(QLYS)02,864+2,86403810.02%+381
ISHARES TR
MSCI POLAND ETF
12,90012,200-7004154290.02%+14
TEXAS INSTRS INC(TXN)01,858+1,85803220.02%+322
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