SHEETS SMITH WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XMTR | 7K | $407.05K |
 | KNSA | 7K | $278.10K |
 | GILD | 7K | $783.71K |
 | ORLY | 7K | $748.74K |
 | HWM | 7K | $1.28M |
 | AHR | 7K | $273.36K |
 | SSB | 6K | $638.31K |
 | ROAD | 6K | $800.10K |
 | NJR | 6K | $303.35K |
 | PNFP | 6K | $568.83K |
 | TKR | 6K | $447.04K |
 | ENSG | 6K | $1.03M |
 | IRM | 6K | $602.47K |
 | RTX | 6K | $973.02K |
 | CCI | 6K | $557.23K |
 | CVX | 6K | $887.00K |
 | ADI | 6K | $1.39M |
 | AIT | 5K | $1.42M |
 | GWW | 5K | $5.18M |
 | PANW | 5K | $1.10M |
Xometry, Inc.
XMTR
Shares Held
7K
Value
$407.05K
Kiniksa Pharmaceuticals, Ltd.
KNSA
Shares Held
7K
Value
$278.10K
Gilead Sciences, Inc.
GILD
Shares Held
7K
Value
$783.71K
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$748.74K
Howmet Aerospace Inc.
HWM
Shares Held
7K
Value
$1.28M
American Healthcare REIT, Inc.
AHR
Shares Held
7K
Value
$273.36K
SouthState Corporation
SSB
Shares Held
6K
Value
$638.31K
Construction Partners, Inc.
ROAD
Shares Held
6K
Value
$800.10K
New Jersey Resources Corporation
NJR
Shares Held
6K
Value
$303.35K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
6K
Value
$568.83K
The Timken Company
TKR
Shares Held
6K
Value
$447.04K
The Ensign Group, Inc.
ENSG
Shares Held
6K
Value
$1.03M
Iron Mountain Incorporated
IRM
Shares Held
6K
Value
$602.47K
RTX Corporation
RTX
Shares Held
6K
Value
$973.02K
Crown Castle Inc.
CCI
Shares Held
6K
Value
$557.23K
Chevron Corporation
CVX
Shares Held
6K
Value
$887.00K
Analog Devices, Inc.
ADI
Shares Held
6K
Value
$1.39M
Applied Industrial Technologies, Inc.
AIT
Shares Held
5K
Value
$1.42M
W.W. Grainger, Inc.
GWW
Shares Held
5K
Value
$5.18M
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$1.10M