Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Exxon Mobil Corporation | XOM | 135.37K | $8.54M |
 Parker-Hannifin Corporation | PH | 155.32K | $47.69M |
 PayPal Holdings, Inc. | PYPL | 156K | $45.47M |
 Dover Corporation | DOV | 175.69K | $26.46M |
 Avantor, Inc. | AVTR | 180.78K | $6.42M |
 AbbVie Inc. | ABBV | 187.4K | $21.12M |
 DENTSPLY SIRONA Inc. | XRAY | 189.83K | $12.01M |
 Target Corporation | TGT | 190.21K | $46M |
 Merck & Co., Inc. | MRK | 196.72K | $15.3M |
 Lowe's Companies, Inc. | LOW | 197.71K | $38.35M |
 Arrow Electronics, Inc. | ARW | 197.75K | $22.5M |
 Meta Platforms, Inc. | META | 199.35K | $69.33M |
 EMCOR Group, Inc. | EME | 207.18K | $25.51M |
 Jabil Inc. | JBL | 221.64K | $12.88M |
 Cadence Design Systems, Inc. | CDNS | 226.1K | $30.95M |
 Fortinet, Inc. | FTNT | 227.15K | $54.16M |
 United Parcel Service, Inc. | UPS | 238.05K | $49.52M |
 International Paper Company | IP | 244.97K | $15.04M |
 Capital One Financial Corporation | COF | 294.16K | $45.97M |
 JPMorgan Chase & Co. | JPM | 317.78K | $49.42M |