SHEETS SMITH WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRN | 2K | $294.16K |
 | NFLX | 2K | $2.31M |
 | PEN | 2K | $469.65K |
 | AMAT | 2K | $366.32K |
 | PODD | 2K | $552.01K |
 | PM | 2K | $281.67K |
 | WAT | 2K | $518.07K |
 | ZTS | 2K | $250.50K |
 | MSGS | 2K | $375.69K |
 | CVNA | 2K | $623.20K |
 | TSLA | 2K | $728.45K |
 | LH | 2K | $470.02K |
 | AMT | 2K | $310.21K |
 | GEV | 2K | $972.77K |
 | EXR | 2K | $217.19K |
 | WCC | 2K | $323.62K |
 | ORCL | 1K | $403.96K |
 | CRM | 1K | $333.25K |
 | REGN | 1K | $740.52K |
 | AMG | 1K | $292.55K |
Stride, Inc.
LRN
Shares Held
2K
Value
$294.16K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.31M
Penumbra, Inc.
PEN
Shares Held
2K
Value
$469.65K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$366.32K
Insulet Corporation
PODD
Shares Held
2K
Value
$552.01K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$281.67K
Waters Corporation
WAT
Shares Held
2K
Value
$518.07K
Zoetis Inc.
ZTS
Shares Held
2K
Value
$250.50K
Madison Square Garden Sports Corp.
MSGS
Shares Held
2K
Value
$375.69K
Carvana Co.
CVNA
Shares Held
2K
Value
$623.20K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$728.45K
Labcorp Holdings Inc.
LH
Shares Held
2K
Value
$470.02K
American Tower Corporation
AMT
Shares Held
2K
Value
$310.21K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$972.77K
Extra Space Storage Inc.
EXR
Shares Held
2K
Value
$217.19K
WESCO International, Inc.
WCC
Shares Held
2K
Value
$323.62K
Oracle Corporation
ORCL
Shares Held
1K
Value
$403.96K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$333.25K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
1K
Value
$740.52K
Affiliated Managers Group, Inc.
AMG
Shares Held
1K
Value
$292.55K