SMITH, SALLEY & ASSOCIATES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 14K | $668.50K |
 | HON | 14K | $2.90M |
 | CRM | 14K | $3.21M |
 | AXP | 13K | $4.30M |
 | UNH | 13K | $4.45M |
 | IQV | 13K | $2.43M |
 | DLR | 12K | $2.16M |
 | NKE | 12K | $847.33K |
 | MCD | 11K | $3.49M |
 | MCO | 11K | $5.15M |
 | AMGN | 11K | $3.04M |
 | PGR | 10K | $2.57M |
 | CBRE | 10K | $1.58M |
 | ADP | 10K | $2.87M |
 | PLD | 9K | $1.09M |
 | CB | 9K | $2.63M |
 | CVS | 9K | $697.81K |
 | MKL | 9K | $17.63M |
 | BMY | 9K | $413.39K |
 | NDAQ | 9K | $801.53K |
U.S. Bancorp
USB
Shares Held
14K
Value
$668.50K
Honeywell International Inc.
HON
Shares Held
14K
Value
$2.90M
Salesforce, Inc.
CRM
Shares Held
14K
Value
$3.21M
American Express Company
AXP
Shares Held
13K
Value
$4.30M
UnitedHealth Group Incorporated
UNH
Shares Held
13K
Value
$4.45M
IQVIA Holdings Inc.
IQV
Shares Held
13K
Value
$2.43M
Digital Realty Trust, Inc.
DLR
Shares Held
12K
Value
$2.16M
NIKE, Inc.
NKE
Shares Held
12K
Value
$847.33K
McDonald's Corporation
MCD
Shares Held
11K
Value
$3.49M
Moody's Corporation
MCO
Shares Held
11K
Value
$5.15M
Amgen Inc.
AMGN
Shares Held
11K
Value
$3.04M
The Progressive Corporation
PGR
Shares Held
10K
Value
$2.57M
CBRE Group, Inc.
CBRE
Shares Held
10K
Value
$1.58M
Automatic Data Processing, Inc.
ADP
Shares Held
10K
Value
$2.87M
Prologis, Inc.
PLD
Shares Held
9K
Value
$1.09M
Chubb Limited
CB
Shares Held
9K
Value
$2.63M
CVS Health Corporation
CVS
Shares Held
9K
Value
$697.81K
Markel Corporation
MKL
Shares Held
9K
Value
$17.63M
Bristol-Myers Squibb Company
BMY
Shares Held
9K
Value
$413.39K
Nasdaq, Inc.
NDAQ
Shares Held
9K
Value
$801.53K