Stock Taper 
SHEETS SMITH WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 British American Tobacco p.l.c. | BTI | 3.5K | $216.16K |
 Dycom Industries, Inc. | DY | 3.51K | $1.78M |
 The Walt Disney Company | DIS | 3.53K | $339.35K |
 Kaiser Aluminum Corporation | KALU | 3.67K | $717.38K |
 Darden Restaurants, Inc. | DRI | 3.78K | $778.92K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 3.8K | $331.09K |
 Cardinal Health, Inc. | CAH | 3.81K | $904.39K |
 Eagle Materials Inc. | EXP | 3.84K | $863.77K |
 GE Aerospace | GE | 3.94K | $1.47M |
 Broadcom Inc. | AVGO | 3.94K | $1.49M |
 Fortinet, Inc. | FTNT | 4.03K | $619.24K |
 Analog Devices, Inc. | ADI | 4.22K | $1.68M |
 Bristol-Myers Squibb Company | BMY | 4.31K | $248.24K |
 Palomar Holdings, Inc. | PLMR | 4.33K | $546.89K |
 ATI Inc. | ATI | 4.35K | $857.19K |
 Union Pacific Corporation | UNP | 4.36K | $1.18M |
 The Home Depot, Inc. | HD | 4.38K | $1.54M |
 Bloom Energy Corporation | BE | 4.44K | $1.34M |
 RBC Bearings Incorporated | RBC | 4.45K | $2.86M |
 Okta, Inc. | OKTA | 4.45K | $607.2K |