Stock Taper 
SHEETS SMITH INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 2.19K | $1.25M |
 AbbVie Inc. | ABBV | 2.25K | $520.04K |
 TKO Group Holdings, Inc. | TKO | 2.25K | $454.61K |
 Broadcom Inc. | AVGO | 2.3K | $760.11K |
 Core Natural Resources, Inc. | CNR | 2.49K | $207.53K |
 The Boeing Company | BA | 2.76K | $595.69K |
 GE Vernova Inc. | GEV | 3.6K | $2.22M |
 TTM Technologies, Inc. | TTMI | 3.77K | $216.92K |
 Carvana Co. | CVNA | 3.92K | $1.48M |
 MasTec, Inc. | MTZ | 4.01K | $853.58K |
 Insulet Corp. | PODD | 4.26K | $1.32M |
 Kimberly-Clark Corporation | KMB | 4.37K | $543.37K |
 Penumbra, Inc. | PEN | 4.41K | $1.12M |
 Microsoft Corporation | MSFT | 4.55K | $2.36M |
 AppLovin Corporation | APP | 5.5K | $3.95M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.92K | $1.65M |
 Coherent, Inc. | COHR | 6.09K | $656.12K |
 Snowflake Inc. | SNOW | 6.14K | $1.39M |
 Corning Inc | GLW | 6.15K | $504.49K |
 Carpenter Technology Corporation | CRS | 6.66K | $1.64M |