Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Veeva Systems Inc. | VEEV | 1.12K | $348K |
 Broadcom Inc. | AVGO | 1.13K | $539K |
 Chemed Corporation | CHE | 1.14K | $543K |
 TotalEnergies SE | TTE | 1.16K | $52K |
 Floor & Decor Holdings, Inc. | FND | 1.45K | $153K |
 Wells Fargo & Company | WFC | 1.48K | $67K |
 S&P Global Inc. | SPGI | 1.61K | $662K |
 Vale S.A. | VALE | 1.66K | $38K |
 Regions Financial Corporation | RF | 1.69K | $34K |
 CDW Corporation | CDW | 1.71K | $299K |
 Rimini Street, Inc. | RMNI | 1.74K | $11K |
 Gogo Inc. | GOGO | 1.75K | $20K |
| CC Cross Country Healthcare Inc | CCRN | 1.81K | $30K |
 AGNC Investment Corp. | AGNC | 1.82K | $31K |
 Bank of America Corporation | BAC | 1.85K | $76K |
 Amcor plc | AMCR | 1.97K | $23K |
 Extreme Networks, Inc. | EXTR | 2.13K | $24K |
 Spotify Technology S.A. | SPOT | 2.3K | $634K |
 Kinross Gold Corporation | KGC | 2.75K | $17K |
 United Rentals, Inc. | URI | 3K | $959K |