SHEETS SMITH WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLMR | 4K | $506.58K |
 | CAH | 4K | $636.47K |
 | PG | 4K | $610.88K |
 | FTNT | 4K | $332.70K |
 | PGR | 4K | $968.29K |
 | DRI | 4K | $719.75K |
 | DIS | 4K | $430.88K |
 | TMO | 4K | $1.75M |
 | AVGO | 4K | $1.18M |
Pathward Financial, Inc. | CASH | 4K | $260.55K |
 | DY | 4K | $1.03M |
 | MSM | 4K | $322.86K |
 | BLK | 3K | $4.05M |
 | SE | 3K | $612.69K |
 | MCD | 3K | $1.04M |
 | MA | 3K | $1.84M |
 | COP | 3K | $299.52K |
 | GE | 3K | $951.48K |
 | CYBR | 3K | $1.52M |
 | TSM | 3K | $860.77K |
Palomar Holdings, Inc.
PLMR
Shares Held
4K
Value
$506.58K
Cardinal Health, Inc.
CAH
Shares Held
4K
Value
$636.47K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$610.88K
Fortinet, Inc.
FTNT
Shares Held
4K
Value
$332.70K
The Progressive Corporation
PGR
Shares Held
4K
Value
$968.29K
Darden Restaurants, Inc.
DRI
Shares Held
4K
Value
$719.75K
The Walt Disney Company
DIS
Shares Held
4K
Value
$430.88K
Thermo Fisher Scientific Inc.
TMO
Shares Held
4K
Value
$1.75M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.18M
Pathward Financial, Inc.
CASH
Shares Held
4K
Value
$260.55K
Dycom Industries, Inc.
DY
Shares Held
4K
Value
$1.03M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
4K
Value
$322.86K
BlackRock, Inc.
BLK
Shares Held
3K
Value
$4.05M
Sea Limited
SE
Shares Held
3K
Value
$612.69K
McDonald's Corporation
MCD
Shares Held
3K
Value
$1.04M
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.84M
ConocoPhillips
COP
Shares Held
3K
Value
$299.52K
GE Aerospace
GE
Shares Held
3K
Value
$951.48K
CyberArk Software Ltd.
CYBR
Shares Held
3K
Value
$1.52M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3K
Value
$860.77K