Stock Taper 
SHEETS SMITH INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pfizer Inc. | PFE | 8.01K | $204.15K |
 GE Aerospace | GE | 7.56K | $2.27M |
 Guidewire Software, Inc. | GWRE | 7.32K | $1.68M |
 DoorDash, Inc. | DASH | 7.21K | $1.96M |
 Alphabet Inc. | GOOG | 7.2K | $1.75M |
 ESCO Technologies Inc. | ESE | 6.67K | $1.41M |
 Carpenter Technology Corporation | CRS | 6.66K | $1.64M |
 Corning Inc | GLW | 6.15K | $504.49K |
 Snowflake Inc. | SNOW | 6.14K | $1.39M |
 Coherent, Inc. | COHR | 6.09K | $656.12K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.92K | $1.65M |
 AppLovin Corporation | APP | 5.5K | $3.95M |
 Microsoft Corporation | MSFT | 4.55K | $2.36M |
 Penumbra, Inc. | PEN | 4.41K | $1.12M |
 Kimberly-Clark Corporation | KMB | 4.37K | $543.37K |
 Insulet Corp. | PODD | 4.26K | $1.32M |
 MasTec, Inc. | MTZ | 4.01K | $853.58K |
 Carvana Co. | CVNA | 3.92K | $1.48M |
 TTM Technologies, Inc. | TTMI | 3.77K | $216.92K |
 GE Vernova Inc. | GEV | 3.6K | $2.22M |