SMITH, SALLEY & ASSOCIATES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LOB | 9K | $315.36K |
 | SO | 9K | $811.98K |
 | CME | 8K | $2.26M |
 | TDG | 8K | $10.69M |
 | ECL | 8K | $2.19M |
 | SOFI | 8K | $211.36K |
 | TRV | 8K | $2.21M |
 | MO | 7K | $479.69K |
 | TSLA | 7K | $3.11M |
 | APD | 6K | $1.77M |
 | YUM | 6K | $913.98K |
 | LNC | 6K | $236.68K |
 | ISRG | 6K | $2.61M |
 | AMAT | 6K | $1.18M |
 | OR | 6K | $228.46K |
 | SYK | 5K | $2.03M |
 | MMC | 5K | $1.06M |
 | AHR | 5K | $219.88K |
 | GLW | 5K | $417.12K |
 | LMT | 5K | $2.42M |
Live Oak Bancshares, Inc.
LOB
Shares Held
9K
Value
$315.36K
The Southern Company
SO
Shares Held
9K
Value
$811.98K
CME Group Inc.
CME
Shares Held
8K
Value
$2.26M
TransDigm Group Incorporated
TDG
Shares Held
8K
Value
$10.69M
Ecolab Inc.
ECL
Shares Held
8K
Value
$2.19M
SoFi Technologies, Inc.
SOFI
Shares Held
8K
Value
$211.36K
The Travelers Companies, Inc.
TRV
Shares Held
8K
Value
$2.21M
Altria Group, Inc.
MO
Shares Held
7K
Value
$479.69K
Tesla, Inc.
TSLA
Shares Held
7K
Value
$3.11M
Air Products and Chemicals, Inc.
APD
Shares Held
6K
Value
$1.77M
Yum! Brands, Inc.
YUM
Shares Held
6K
Value
$913.98K
Lincoln National Corporation
LNC
Shares Held
6K
Value
$236.68K
Intuitive Surgical, Inc.
ISRG
Shares Held
6K
Value
$2.61M
Applied Materials, Inc.
AMAT
Shares Held
6K
Value
$1.18M
OR Royalties Inc.
OR
Shares Held
6K
Value
$228.46K
Stryker Corporation
SYK
Shares Held
5K
Value
$2.03M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
5K
Value
$1.06M
American Healthcare REIT, Inc.
AHR
Shares Held
5K
Value
$219.88K
Corning Incorporated
GLW
Shares Held
5K
Value
$417.12K
Lockheed Martin Corporation
LMT
Shares Held
5K
Value
$2.42M