Smith Group Asset Management, LLC

CIK
1893134
City
DALLAS
State / Country
TX

Top Portfolio Positions

160 positions · $1,955,990,529 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
KLAC
Kla Corp
Technology
56,352 $82,973,248 4.24%
FIX
Comfort Systems Usa Inc
Industrials
59,568 $82,143,676 4.20%
AAPL
Apple Inc.
Technology
311,523 $79,061,422 4.04%
AVGO
Broadcom Inc.
Technology
252,834 $78,254,651 4.00%
GOOGL
Alphabet Inc.
Communication Services
262,620 $75,519,007 3.86%
PH
Parker-Hannifin Corp
Industrials
81,081 $72,586,954 3.71%
MSFT
Microsoft Corp
Technology
175,269 $64,879,325 3.32%
COST
Costco Wholesale Corp /New
Consumer Defensive
61,895 $61,674,034 3.15%
ADI
Analog Devices Inc
Technology
170,815 $54,343,084 2.78%
MCK
Mckesson Corp
Healthcare
62,597 $54,168,939 2.77%

Portfolio Trend

13 quarters · across all stocks

Holdings in TPR

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2026-03-31 $47,058,209 333,486
2025-12-31 $38,340,582 300,075
2022-03-31 $109,592 2,950
2021-12-31 $119,770 2,950