Smith Group Asset Management
$2.5B 13F equity value
189 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Smith Group Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KLAC | KLA CORP | 455,561 | $137M | 5.6% |
| FIX | COMFORT SYS USA INC | 51,773 | $103M | 4.2% |
| GOOGL | ALPHABET INC | 286,318 | $102M | 4.2% |
| AVGO | BROADCOM INC | 265,504 | $100M | 4.1% |
| AAPL | APPLE INC | 318,351 | $92M | 3.8% |
| AMD | ADVANCED MICRO DEVICES INC | 158,007 | $92M | 3.7% |
| PH | PARKER-HANNIFIN CORP | 86,851 | $85M | 3.5% |
| LRCX | LAM RESEARCH CORP | 175,747 | $76M | 3.1% |
| ANET | ARISTA NETWORKS INC | 434,849 | $74M | 3.0% |
| ADI | ANALOG DEVICES INC | 181,891 | $72M | 2.9% |
Track Smith Group Asset Management's 13F portfolio: $2.5B in reported holdings, 189 positions. Top holdings and quarterly changes on SentiSense.
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