Stock Taper

SMITH GROUP ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Huntington Bancshares IncorporatedHBAN2.31M$40.93M
DexCom, Inc.DXCM701.35K$47.24M
Hasbro, Inc.HAS586.41K$48.43M
Netflix, Inc.NFLX461.32K$32.94M
KLA CorporationKLAC455.56K$137.45M
Arch Capital Group Ltd.ACGL442.71K$42.97M
Arista Networks, Inc.ANET434.85K$73.87M
The Charles Schwab CorporationSCHW419.43K$38.7M
Okta, Inc.OKTA406.37K$55.45M
Tapestry, Inc.TPR358.9K$52.54M
Apple Inc.AAPL318.35K$92.12M
Aveanna Healthcare Holdings Inc.AVAH313.27K$2.68M
The Walt Disney CompanyDIS309.04K$29.74M
Dollar General CorporationDG291.26K$33.53M
Alphabet Inc.GOOGL286.32K$102.32M
The TJX Companies, Inc.TJX284.33K$43.08M
Booking Holdings Inc.BKNG269.56K$48.05M
Broadcom Inc.AVGO265.5K$100.29M
Exxon Mobil CorporationXOM199.36K$27.26M
Microsoft CorporationMSFT186.9K$69.72M