SHEETS SMITH WEALTH MANAGEMENT
Top Portfolio Positions
243 positions ·
$479,870,804 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
330,889 | $25,164,108 | 5.24% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
83,856 | $17,464,689 | 3.64% |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,656 | $15,962,490 | 3.33% |
| V |
Visa Inc.
Financial Services
|
46,342 | $14,006,406 | 2.92% |
| LLY |
ELI LILLY & Co
Healthcare
|
14,414 | $13,257,564 | 2.76% |
| AAPL |
Apple Inc.
Technology
|
51,817 | $13,150,636 | 2.74% |
| NVDA |
Nvidia Corp
Technology
|
69,695 | $12,154,808 | 2.53% |
| XOM |
Exxon Mobil Corp
Energy
|
71,282 | $12,093,704 | 2.52% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
68,589 | $10,953,663 | 2.28% |
| ECL |
Ecolab Inc.
Basic Materials
|
36,211 | $9,632,850 | 2.01% |
Portfolio Trend
Holdings in ODC
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567,324 | 8,716 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $426,365 | 8,712 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $324,244 | 5,312 | Shares | Sole | 2025-10-16 | |
| No quarters match your search. | ||||||