SMITH, SALLEY & ASSOCIATES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASML | 30K | $28.99M |
 | AEP | 29K | $3.28M |
 | MS | 26K | $4.09M |
 | COP | 25K | $2.39M |
 | VRT | 23K | $3.40M |
 | EMR | 22K | $2.91M |
 | NOC | 21K | $13.07M |
 | QCOM | 20K | $3.40M |
 | HD | 20K | $8.07M |
 | TXN | 20K | $3.63M |
 | LLY | 19K | $14.84M |
 | TFC | 18K | $836.17K |
 | LUMN | 18K | $109.33K |
 | MU | 17K | $2.86M |
 | ETN | 17K | $6.29M |
 | CSX | 16K | $571.81K |
 | CAT | 15K | $7.28M |
 | CHE | 15K | $6.52M |
 | BX | 14K | $2.46M |
 | IBM | 14K | $3.98M |
ASML Holding N.V.
ASML
Shares Held
30K
Value
$28.99M
American Electric Power Company, Inc.
AEP
Shares Held
29K
Value
$3.28M
Morgan Stanley
MS
Shares Held
26K
Value
$4.09M
ConocoPhillips
COP
Shares Held
25K
Value
$2.39M
Vertiv Holdings Co
VRT
Shares Held
23K
Value
$3.40M
Emerson Electric Co.
EMR
Shares Held
22K
Value
$2.91M
Northrop Grumman Corporation
NOC
Shares Held
21K
Value
$13.07M
QUALCOMM Incorporated
QCOM
Shares Held
20K
Value
$3.40M
The Home Depot, Inc.
HD
Shares Held
20K
Value
$8.07M
Texas Instruments Incorporated
TXN
Shares Held
20K
Value
$3.63M
Eli Lilly and Company
LLY
Shares Held
19K
Value
$14.84M
Truist Financial Corporation
TFC
Shares Held
18K
Value
$836.17K
Lumen Technologies, Inc.
LUMN
Shares Held
18K
Value
$109.33K
Micron Technology, Inc.
MU
Shares Held
17K
Value
$2.86M
Eaton Corporation plc
ETN
Shares Held
17K
Value
$6.29M
CSX Corporation
CSX
Shares Held
16K
Value
$571.81K
Caterpillar Inc.
CAT
Shares Held
15K
Value
$7.28M
Chemed Corporation
CHE
Shares Held
15K
Value
$6.52M
Blackstone Inc.
BX
Shares Held
14K
Value
$2.46M
International Business Machines Corporation
IBM
Shares Held
14K
Value
$3.98M