Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BP p.l.c. | BP | 88.85K | $2.35M |
 Adobe Inc. | ADBE | 85.83K | $50.28M |
 Rockwell Automation, Inc. | ROK | 84.15K | $24.06M |
 Atmos Energy Corporation | ATO | 82.83K | $7.96M |
 EPAM Systems, Inc. | EPAM | 80.16K | $40.98M |
 West Pharmaceutical Services, Inc. | WST | 79.71K | $28.64M |
 KLA Corporation | KLAC | 78.07K | $25.29M |
 ConocoPhillips | COP | 76.68K | $4.67M |
 Illinois Tool Works Inc. | ITW | 76.14K | $17.02M |
 NVIDIA Corporation | NVDA | 75.93K | $60.79M |
 Micron Technology, Inc. | MU | 73.56K | $6.25M |
 Zebra Technologies Corporation | ZBRA | 71.7K | $37.99M |
 Zoetis Inc. | ZTS | 71.01K | $13.23M |
 The Trade Desk, Inc. | TTD | 67.93K | $5.25M |
 The J. M. Smucker Company | SJM | 66.22K | $8.58M |
 Chevron Corporation | CVX | 65.53K | $6.86M |
 NextEra Energy, Inc. | NEE | 63.01K | $4.62M |
 Cognex Corporation | CGNX | 60.13K | $5.05M |
 Polaris Inc. | PII | 59.67K | $8.17M |
 Applied Materials, Inc. | AMAT | 58.69K | $8.36M |