SMITH, SALLEY & ASSOCIATES
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 776K | $135.36M |
 | BN | 658K | $26.61M |
 | AAPL | 416K | $105.69M |
 | NEE | 364K | $33.79M |
 | MRVL | 288K | $28.48M |
 | TJX | 281K | $44.88M |
 | AMZN | 281K | $58.53M |
 | GOOG | 278K | $79.84M |
 | MSFT | 241K | $89.25M |
 | RTX | 214K | $41.28M |
 | ANET | 198K | $24.31M |
 | ABT | 190K | $19.47M |
 | PG | 164K | $23.65M |
 | MDT | 163K | $14.09M |
 | JPM | 161K | $47.39M |
 | ABBV | 161K | $34.97M |
 | BAC | 157K | $7.65M |
 | T | 156K | $4.54M |
 | HBAN | 153K | $2.39M |
 | LOW | 135K | $31.87M |
NVIDIA Corporation
NVDA
Shares Held
776K
Value
$135.36M
Brookfield Corporation
BN
Shares Held
658K
Value
$26.61M
Apple Inc.
AAPL
Shares Held
416K
Value
$105.69M
NextEra Energy, Inc.
NEE
Shares Held
364K
Value
$33.79M
Marvell Technology, Inc.
MRVL
Shares Held
288K
Value
$28.48M
The TJX Companies, Inc.
TJX
Shares Held
281K
Value
$44.88M
Amazon.com, Inc.
AMZN
Shares Held
281K
Value
$58.53M
Alphabet Inc.
GOOG
Shares Held
278K
Value
$79.84M
Microsoft Corporation
MSFT
Shares Held
241K
Value
$89.25M
RTX Corporation
RTX
Shares Held
214K
Value
$41.28M
Arista Networks, Inc.
ANET
Shares Held
198K
Value
$24.31M
Abbott Laboratories
ABT
Shares Held
190K
Value
$19.47M
The Procter & Gamble Company
PG
Shares Held
164K
Value
$23.65M
Medtronic plc
MDT
Shares Held
163K
Value
$14.09M
JPMorgan Chase & Co.
JPM
Shares Held
161K
Value
$47.39M
AbbVie Inc.
ABBV
Shares Held
161K
Value
$34.97M
Bank of America Corporation
BAC
Shares Held
157K
Value
$7.65M
AT&T Inc.
T
Shares Held
156K
Value
$4.54M
Huntington Bancshares Incorporated
HBAN
Shares Held
153K
Value
$2.39M
Lowe's Companies, Inc.
LOW
Shares Held
135K
Value
$31.87M