Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 McKesson Corporation | MCK | 43.99K | $8.41M |
 Walmart Inc. | WMT | 44.53K | $6.28M |
 STERIS plc | STE | 44.95K | $9.27M |
 Gartner, Inc. | IT | 49.14K | $11.9M |
 Texas Instruments Incorporated | TXN | 51.96K | $9.99M |
 Generac Holdings Inc. | GNRC | 52.92K | $21.97M |
 Nexstar Media Group, Inc. | NXST | 54.12K | $8M |
 Thermo Fisher Scientific Inc. | TMO | 58.55K | $29.55M |
 Applied Materials, Inc. | AMAT | 58.69K | $8.36M |
 Polaris Inc. | PII | 59.67K | $8.17M |
 Cognex Corporation | CGNX | 60.13K | $5.05M |
 NextEra Energy, Inc. | NEE | 63.01K | $4.62M |
 Chevron Corporation | CVX | 65.53K | $6.86M |
 The J. M. Smucker Company | SJM | 66.22K | $8.58M |
 The Trade Desk, Inc. | TTD | 67.93K | $5.25M |
 Zoetis Inc. | ZTS | 71.01K | $13.23M |
 Zebra Technologies Corporation | ZBRA | 71.7K | $37.99M |
 Micron Technology, Inc. | MU | 73.56K | $6.25M |
 NVIDIA Corporation | NVDA | 75.93K | $60.79M |
 Illinois Tool Works Inc. | ITW | 76.14K | $17.02M |