Smith Group Asset Management Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Medpace Holdings, Inc.
MEDP
$43.09M0.34106,623-6.4%-$2.95M2.47
Nextracker Inc.
NXT
$20.75M0.25368,746+4,361.54%+$20.28M1.19
Cboe Global Markets, Inc.
CBOE
$31.52M0.16171,565-7.47%-$2.55M1.8
Performance Food Group Company
PFGC
$17.21M0.15230,552+11.91%+$1.83M0.99
Jabil Inc.
JBL
$23.58M0.15176,070+12.44%+$2.61M1.35
Domino's Pizza, Inc.
DPZ
$25.25M0.1550,811+0.21%+$54,159.921.45
Manhattan Associates, Inc.
MANH
$21.54M0.1486,073+12.28%+$2.36M1.23
Okta, Inc.
OKTA
$21.49M0.12205,407+3,522.7%+$20.9M1.23
Hubbell Incorporated
HUBB
$25.77M0.1262,095+12.05%+$2.77M1.48
AppLovin Corporation
APP
$25.36M0.11366,355+1,812.58%+$24.03M1.45
Pinterest, Inc.
PINS
$25.66M0.11740,147-1.31%-$339,453.981.47
Arch Capital Group Ltd.
ACGL
$31.55M0.09341,300+12.22%+$3.44M1.81
Veeva Systems Inc.
VEEV
$31.31M0.08135,118-8.57%-$2.93M1.79
Ameriprise Financial, Inc.
AMP
$36.53M0.0883,316+48.88%+$11.99M2.09
Leidos Holdings, Inc.
LDOS
$13.4M0.08102,200New+$13.4M0.77
Zimmer Biomet Holdings, Inc.
ZBH
$18.78M0.07142,326+14.95%+$2.44M1.08
Electronic Arts Inc.
EA
$22.39M0.06168,732-21.65%-$6.18M1.28
AutoZone, Inc.
AZO
$32.78M0.0610,400+13.28%+$3.84M1.88
Ulta Beauty, Inc.
ULTA
$14.96M0.0628,612+13.24%+$1.75M0.86
Delta Air Lines, Inc.
DAL
$16.24M0.05339,267+17.18%+$2.38M0.93
McKesson Corporation
MCK
$36.39M0.0567,788-5.18%-$1.99M2.08
Parker-Hannifin Corporation
PH
$36.53M0.0565,727+12.54%+$4.07M2.09
Cadence Design Systems, Inc.
CDNS
$42.32M0.05135,960-6.68%-$3.03M2.42
KLA Corporation
KLAC
$36.53M0.0452,298+12.36%+$4.02M2.09
Workday, Inc.
WDAY
$25.55M0.0493,680+11.87%+$2.71M1.46
The Bank of New York Mellon Corporation
BK
$14.43M0.03250,400New+$14.43M0.83
PACCAR Inc
PCAR
$15.82M0.02127,700-29.33%-$6.57M0.91
Booking Holdings Inc.
BKNG
$27.44M0.027,564+11.14%+$2.75M1.57
The TJX Companies, Inc.
TJX
$23.28M0.02229,574+3.14%+$709,432.901.33
CrowdStrike Holdings, Inc.
CRWD
$15.46M0.0248,208-35.58%-$8.54M0.88
Marathon Petroleum Corporation
MPC
$13.67M0.0267,834+11.38%+$1.4M0.78
American Express Company
AXP
$25.85M0.02113,520+12.75%+$2.92M1.48
Vertex Pharmaceuticals Incorporated
VRTX
$17.15M0.0241,038+12.18%+$1.86M0.98
Airbnb, Inc.
ABNB
$13.58M0.0182,300-34.83%-$7.26M0.78
Costco Wholesale Corporation
COST
$37.96M0.0151,817+28.49%+$8.42M2.17
Adobe Inc.
ADBE
$22.01M0.0143,623+10.01%+$2M1.26
Merck & Co., Inc.
MRK
$21.82M0.01165,342+1.93%+$413,267.401.25
Meta Platforms, Inc.
META
$58.02M0.01119,480-11.73%-$7.71M3.32
Exxon Mobil Corporation
XOM
$23.77M0.01204,505-5.98%-$1.51M1.36
JPMorgan Chase & Co.
JPM
$31.11M0.01155,324-6.55%-$2.18M1.78
Johnson & Johnson
JNJ
$17.14M0.01108,376+14.32%+$2.15M0.98
UnitedHealth Group Incorporated
UNH
$16.89M<0.0134,140-28.9%-$6.86M0.97
Microsoft Corporation
MSFT
$93.11M<0.01221,303-9.47%-$9.74M5.33
Apple Inc.
AAPL
$70.42M<0.01410,676-10.35%-$8.13M4.03
Broadcom Inc.
AVGO
$16.37M<0.0112,354-27.73%-$6.28M0.94
Walmart Inc.
WMT
$15.6M<0.01259,200+111.25%+$8.21M0.89
Alphabet Inc.
GOOGL
$41.11M<0.01272,354-2.95%-$1.25M2.35
Amazon.com, Inc.
AMZN
$33.59M<0.01186,215-26.61%-$12.18M1.92
NVIDIA Corporation
NVDA
$39.86M<0.0144,119-27.83%-$15.37M2.28
Alphabet Inc.
GOOG
$13.39M<0.0187,911-25.84%-$4.66M0.77