Stock Taper

SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arrow Electronics, Inc.ARW37.25K$4.55M
Science Applications International CorporationSAIC37.51K$4.66M
AutoNation, Inc.AN38.06K$5.72M
Skyworks Solutions, Inc.SWKS38.46K$4.32M
Texas Capital Bancshares, Inc.TCBI40.54K$2.62M
Quanta Services, Inc.PWR41.01K$8.85M
Lithia Motors, Inc.LAD41.24K$13.58M
Plexus Corp.PLXS42.14K$4.56M
Raymond James Financial, Inc.RJF42.28K$4.71M
Public Service Enterprise Group IncorporatedPEG43.3K$2.65M
Steel Dynamics, Inc.STLD43.86K$5.18M
Group 1 Automotive, Inc.GPI44.72K$13.63M
East West Bancorp, Inc.EWBC46.82K$3.37M
Builders FirstSource, Inc.BLDR50.56K$8.44M
CBRE Group, Inc.CBRE51.48K$4.79M
First American Financial CorporationFAF52.04K$3.35M
Stifel Financial CorpSF55.34K$3.83M
AecomACM56.98K$5.27M
Synaptics IncorporatedSYNA57.61K$6.57M
Jabil Inc.JBL57.92K$7.38M