Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EQT Corporation | EQT | 370 | $8K |
 The PNC Financial Services Group, Inc. | PNC | 365 | $70K |
 Nucor Corporation | NUE | 349 | $33K |
 LyondellBasell Industries N.V. | LYB | 343 | $35K |
 Atkore Inc. | ATKR | 342 | $24K |
 The Allstate Corporation | ALL | 330 | $43K |
 Commvault Systems, Inc. | CVLT | 330 | $26K |
 Devon Energy Corporation | DVN | 320 | $9K |
 McDonald's Corporation | MCD | 320 | $74K |
 Steel Dynamics, Inc. | STLD | 310 | $18K |
 Caterpillar Inc. | CAT | 300 | $65K |
 Cactus, Inc. | WHD | 300 | $11K |
 Verizon Communications Inc. | VZ | 294 | $16K |
 Boot Barn Holdings, Inc. | BOOT | 290 | $24K |
 EOG Resources, Inc. | EOG | 290 | $24K |
 DuPont de Nemours, Inc. | DD | 277 | $21K |
 Cohen & Steers, Inc. | CNS | 270 | $22K |
 Applied Industrial Technologies, Inc. | AIT | 270 | $25K |
 HealthStream, Inc. | HSTM | 270 | $8K |
 Inogen, Inc. | INGN | 270 | $18K |