Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Financial Group, Inc. | AFG | 233 | $29K |
 PJT Partners Inc. | PJT | 240 | $17K |
 Union Pacific Corporation | UNP | 250 | $55K |
 Eastman Chemical Company | EMN | 262 | $31K |
 First American Financial Corporation | FAF | 266 | $17K |
 East West Bancorp, Inc. | EWBC | 266 | $19K |
 Inogen, Inc. | INGN | 270 | $18K |
 Cohen & Steers, Inc. | CNS | 270 | $22K |
 HealthStream, Inc. | HSTM | 270 | $8K |
 Applied Industrial Technologies, Inc. | AIT | 270 | $25K |
 Raymond James Financial, Inc. | RJF | 270 | $35K |
 Domo, Inc. | DOMO | 270 | $22K |
 DuPont de Nemours, Inc. | DD | 277 | $21K |
 Boot Barn Holdings, Inc. | BOOT | 290 | $24K |
 EOG Resources, Inc. | EOG | 290 | $24K |
 Verizon Communications Inc. | VZ | 294 | $16K |
 Cactus, Inc. | WHD | 300 | $11K |
 Caterpillar Inc. | CAT | 300 | $65K |
 Steel Dynamics, Inc. | STLD | 310 | $18K |
 Devon Energy Corporation | DVN | 320 | $9K |