Smith Group Asset Management

$2.0B Assets Reported
192 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
KLACKLA CORP56,352$83M4.2%
FIXCOMFORT SYS USA INC59,568$82M4.2%
AAPLAPPLE INC311,523$79M4.0%
AVGOBROADCOM INC252,834$78M4.0%
GOOGLALPHABET INC262,620$76M3.9%
PHPARKER-HANNIFIN CORP81,081$73M3.7%
MSFTMICROSOFT CORP175,269$65M3.3%
COSTCOSTCO WHOLESALE CORPORATION61,895$62M3.1%
ADIANALOG DEVICES INC170,815$54M2.8%
MCKMCKESSON CORP62,597$54M2.8%

Track Smith Group Asset Management's 13F portfolio: $2.0B in reported holdings, 192 positions. Top holdings, AUM, and quarterly changes on SentiSense.