SMITH, SALLEY & ASSOCIATES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMB | 2K | $292.20K |
 | INTU | 2K | $1.48M |
 | NSC | 2K | $649.33K |
 | RY | 2K | $315.07K |
 | LRCX | 2K | $272.57K |
 | J | 2K | $305.12K |
 | TSM | 2K | $529.96K |
 | ALL | 2K | $406.55K |
 | SHOP | 2K | $260.51K |
 | PANW | 2K | $345.75K |
 | MELI | 2K | $3.96M |
 | AMD | 2K | $260.48K |
 | CMI | 1K | $620.46K |
 | CRWD | 1K | $715.96K |
 | TYL | 1K | $755.99K |
 | PH | 1K | $1.07M |
 | GE | 1K | $398.85K |
 | PLTR | 1K | $222.74K |
 | DHR | 1K | $240.85K |
 | BA | 993 | $214.29K |
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$292.20K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.48M
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$649.33K
Royal Bank of Canada
RY
Shares Held
2K
Value
$315.07K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$272.57K
Jacobs Solutions Inc.
J
Shares Held
2K
Value
$305.12K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$529.96K
The Allstate Corporation
ALL
Shares Held
2K
Value
$406.55K
Shopify Inc.
SHOP
Shares Held
2K
Value
$260.51K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$345.75K
MercadoLibre, Inc.
MELI
Shares Held
2K
Value
$3.96M
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$260.48K
Cummins Inc.
CMI
Shares Held
1K
Value
$620.46K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$715.96K
Tyler Technologies, Inc.
TYL
Shares Held
1K
Value
$755.99K
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$1.07M
GE Aerospace
GE
Shares Held
1K
Value
$398.85K
Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$222.74K
Danaher Corporation
DHR
Shares Held
1K
Value
$240.85K
The Boeing Company
BA
Shares Held
993
Value
$214.29K