SHEETS SMITH WEALTH MANAGEMENT
Top Portfolio Positions
244 positions ·
$480,969,130 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
330,889 | $25,164,108 | 5.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
83,856 | $17,464,689 | 3.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,656 | $15,962,490 | 3.32% | |
| V |
Visa Inc.
Financial Services
|
46,342 | $14,006,406 | 2.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
14,414 | $13,257,564 | 2.76% | |
| AAPL |
Apple Inc.
Technology
|
51,817 | $13,150,636 | 2.73% | |
| NVDA |
Nvidia Corp
Technology
|
69,695 | $12,154,808 | 2.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
71,282 | $12,093,704 | 2.51% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
68,589 | $10,953,663 | 2.28% | |
| ECL |
Ecolab Inc.
Basic Materials
|
36,211 | $9,632,850 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DORM
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,758,987 | 16,855 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,190,934 | 17,785 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,792,590 | 17,915 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,834,284 | 14,953 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,802,434 | 14,953 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,937,161 | 14,953 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,335,155 | 11,803 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $1,376,181 | 16,499 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $444,916 | 5,644 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $486,851 | 5,644 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $456,430 | 5,644 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $416,184 | 5,068 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $540,650 | 4,928 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $468,307 | 4,928 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $556,913 | 4,928 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $465,208 | 4,914 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $509,434 | 4,914 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $504,372 | 4,914 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $428,369 | 4,934 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $436,896 | 4,834 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $324,216 | 4,834 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $267,175 | 4,834 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||