Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 McDonald's Corporation | MCD | 320 | $74K |
 Commvault Systems, Inc. | CVLT | 330 | $26K |
 The Allstate Corporation | ALL | 330 | $43K |
 Atkore Inc. | ATKR | 342 | $24K |
 LyondellBasell Industries N.V. | LYB | 343 | $35K |
 Nucor Corporation | NUE | 349 | $33K |
 The PNC Financial Services Group, Inc. | PNC | 365 | $70K |
 CAMP4 Therapeutics Corporation | CAMP | 370 | $5K |
 EQT Corporation | EQT | 370 | $8K |
 Dominion Energy, Inc. | D | 400 | $29K |
 AT&T Inc. | T | 400 | $12K |
 Canadian Natural Resources Limited | CNQ | 400 | $15K |
 The Coca-Cola Company | KO | 400 | $22K |
 Sonos, Inc. | SONO | 410 | $14K |
 Ulta Beauty, Inc. | ULTA | 420 | $145K |
 Central Garden & Pet Company | CENT | 420 | $22K |
 Diamondback Energy, Inc. | FANG | 429 | $40K |
 Tenet Healthcare Corporation | THC | 430 | $29K |
 Zoom Communications, Inc. | ZM | 430 | $166K |
 Morgan Stanley | MS | 438 | $40K |