Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vale S.A. | VALE | 1.66K | $38K |
 S&P Global Inc. | SPGI | 1.61K | $662K |
 Wells Fargo & Company | WFC | 1.48K | $67K |
 Floor & Decor Holdings, Inc. | FND | 1.45K | $153K |
 TotalEnergies SE | TTE | 1.16K | $52K |
 Chemed Corporation | CHE | 1.14K | $543K |
 Broadcom Inc. | AVGO | 1.13K | $539K |
 Veeva Systems Inc. | VEEV | 1.12K | $348K |
 TechnipFMC plc | FTI | 1.1K | $10K |
 Baker Hughes Company | BKR | 994 | $23K |
 The Mosaic Company | MOS | 978 | $31K |
 First Horizon Corporation | FHN | 958 | $17K |
 BHP Group Limited | BHP | 949 | $69K |
 The Middleby Corporation | MIDD | 875 | $152K |
 Cisco Systems, Inc. | CSCO | 871 | $46K |
 Public Storage | PSA | 860 | $259K |
 Petróleo Brasileiro S.A. - Petrobras | PBR | 820 | $10K |
 Bank7 Corp. | BSVN | 790 | $14K |
 MetLife, Inc. | MET | 753 | $45K |
 Five Below, Inc. | FIVE | 740 | $143K |