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 SIVR
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,935,188 | 27,024 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,853,606 | 27,404 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,253,490 | 28,181 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $451,321 | 13,116 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $426,401 | 13,116 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $375,393 | 13,616 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $405,076 | 13,616 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $963,709 | 34,616 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $612,536 | 25,726 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $494,701 | 21,726 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $440,634 | 20,726 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $452,863 | 20,726 | Shares | Sole | 2023-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||