Stock Taper

SHEETS SMITH WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Samsara Inc.IOT6.5K$210.86K
Howmet Aerospace Inc.HWM6.47K$1.74M
New Jersey Resources CorporationNJR6.3K$353.05K
Construction Partners, Inc.ROAD6.28K$745.88K
Primoris Services CorporationPRIM6.24K$618.74K
Dominion Energy, Inc.D6.15K$419.89K
The Timken CompanyTKR6.08K$883.42K
Viking Holdings LtdVIK6.07K$635.35K
Iron Mountain IncorporatedIRM6.03K$761.02K
RTX CorporationRTX5.96K$1.13M
The Gorman-Rupp CompanyGRC5.9K$541.08K
Applied Industrial Technologies, Inc.AIT5.46K$1.85M
MYR Group Inc.MYRG5.32K$2.66M
Starbucks CorporationSBUX5.32K$543.49K
The Procter & Gamble CompanyPG5.26K$771.9K
Advanced Energy Industries, Inc.AEIS5.2K$1.94M
Thermo Fisher Scientific Inc.TMO5.2K$2.61M
W.W. Grainger, Inc.GWW5.18K$7.05M
UnitedHealth Group IncorporatedUNH4.98K$2.07M
Medtronic plcMDT4.95K$386.93K