Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 847.44K | $116.11M |
 Envista Holdings Corp | NVST | 619.28K | $26.76M |
 Pfizer Inc. | PFE | 443.82K | $17.38M |
 Microsoft Corporation | MSFT | 423.7K | $114.81M |
 U.S. Bancorp | USB | 402.15K | $22.9M |
 Arch Capital Group Ltd. | ACGL | 376.16K | $14.65M |
 Dropbox, Inc. | DBX | 374.82K | $11.36M |
 Citizens Financial Group, Inc. | CFG | 345.74K | $15.86M |
 JPMorgan Chase & Co. | JPM | 317.78K | $49.42M |
 Capital One Financial Corporation | COF | 294.16K | $45.97M |
 International Paper Company | IP | 244.97K | $15.04M |
 United Parcel Service, Inc. | UPS | 238.05K | $49.52M |
 Fortinet, Inc. | FTNT | 227.15K | $54.16M |
 Cadence Design Systems, Inc. | CDNS | 226.1K | $30.95M |
 Jabil Inc. | JBL | 221.64K | $12.88M |
 EMCOR Group, Inc. | EME | 207.18K | $25.51M |
 Meta Platforms, Inc. | META | 199.35K | $69.33M |
 Arrow Electronics, Inc. | ARW | 197.75K | $22.5M |
 Lowe's Companies, Inc. | LOW | 197.71K | $38.35M |
 Merck & Co., Inc. | MRK | 196.72K | $15.3M |