Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rh | RH | 20 | $14K |
 Moody's Corporation | MCO | 21 | $8K |
 Lockheed Martin Corporation | LMT | 26 | $10K |
 Aon plc | AON | 27 | $6K |
 Amgen Inc. | AMGN | 30 | $7K |
 Cummins Inc. | CMI | 31 | $7K |
 REGENXBIO Inc. | RGNX | 40 | $2K |
 Twist Bioscience Corporation | TWST | 40 | $5K |
 CME Group Inc. | CME | 42 | $9K |
 Kimberly-Clark Corporation | KMB | 47 | $6K |
 Emergent BioSolutions Inc. | EBS | 50 | $3K |
 Repligen Corporation | RGEN | 50 | $10K |
 OSI Systems, Inc. | OSIS | 50 | $5K |
 Arthur J. Gallagher & Co. | AJG | 54 | $8K |
 Johnson & Johnson | JNJ | 58 | $10K |
 The Procter & Gamble Company | PG | 59 | $8K |
 Xencor, Inc. | XNCR | 60 | $2K |
 PepsiCo, Inc. | PEP | 60 | $9K |
 Biohaven Ltd. | BHVN | 60 | $6K |
 Allogene Therapeutics, Inc. | ALLO | 60 | $2K |