SHEETS SMITH WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COHU | 14K | $292.32K |
 | GGG | 14K | $1.22M |
 | WSM | 14K | $2.78M |
 | ODD | 14K | $878.06K |
 | RNST | 14K | $500.99K |
 | WWW | 13K | $363.55K |
 | KMX | 13K | $592.28K |
 | SO | 13K | $1.25M |
 | VZ | 13K | $577.54K |
 | HD | 13K | $5.11M |
 | CCJ | 12K | $994.83K |
 | AMD | 12K | $1.88M |
 | ACN | 11K | $2.83M |
 | PLTR | 11K | $2.06M |
 | IFS | 11K | $434.82K |
 | CL | 11K | $845.24K |
 | JNJ | 11K | $1.95M |
 | FTI | 10K | $396.04K |
 | TBBK | 10K | $751.15K |
 | BTBT | 10K | $30.00K |
Cohu, Inc.
COHU
Shares Held
14K
Value
$292.32K
Graco Inc.
GGG
Shares Held
14K
Value
$1.22M
Williams-Sonoma, Inc.
WSM
Shares Held
14K
Value
$2.78M
Oddity Tech Ltd.
ODD
Shares Held
14K
Value
$878.06K
Renasant Corporation
RNST
Shares Held
14K
Value
$500.99K
Wolverine World Wide, Inc.
WWW
Shares Held
13K
Value
$363.55K
CarMax, Inc.
KMX
Shares Held
13K
Value
$592.28K
The Southern Company
SO
Shares Held
13K
Value
$1.25M
Verizon Communications Inc.
VZ
Shares Held
13K
Value
$577.54K
The Home Depot, Inc.
HD
Shares Held
13K
Value
$5.11M
Cameco Corporation
CCJ
Shares Held
12K
Value
$994.83K
Advanced Micro Devices, Inc.
AMD
Shares Held
12K
Value
$1.88M
Accenture plc
ACN
Shares Held
11K
Value
$2.83M
Palantir Technologies Inc.
PLTR
Shares Held
11K
Value
$2.06M
Intercorp Financial Services Inc.
IFS
Shares Held
11K
Value
$434.82K
Colgate-Palmolive Company
CL
Shares Held
11K
Value
$845.24K
Johnson & Johnson
JNJ
Shares Held
11K
Value
$1.95M
TechnipFMC plc
FTI
Shares Held
10K
Value
$396.04K
The Bancorp, Inc.
TBBK
Shares Held
10K
Value
$751.15K
Bit Digital, Inc.
BTBT
Shares Held
10K
Value
$30.00K