Stock Taper 
SMITH GROUP ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Murphy USA Inc. | MUSA | 798 | $430.02K |
 Ciena Corporation | CIEN | 848 | $416K |
 Mastercard Incorporated | MA | 930 | $477.65K |
 GE Vernova Inc. | GEV | 967 | $1.14M |
 Cummins Inc. | CMI | 1.15K | $818.76K |
 Vertiv Holdings Co | VRT | 1.15K | $385.04K |
 Lumentum Holdings Inc. | LITE | 1.21K | $1.04M |
 ResMed Inc. | RMD | 1.29K | $251.4K |
 MongoDB, Inc. | MDB | 1.33K | $445.74K |
 Ameriprise Financial, Inc. | AMP | 1.36K | $624.37K |
 Caterpillar Inc. | CAT | 1.44K | $1.53M |
 Sandisk Corporation | SNDK | 1.49K | $3.4M |
 MYR Group Inc. | MYRG | 1.74K | $868.19K |
 Vulcan Materials Company | VMC | 2K | $590.02K |
 Eli Lilly and Company | LLY | 2.08K | $2.5M |
 Fabrinet | FN | 2.15K | $1.21M |
 Wayfair Inc. | W | 2.24K | $207.02K |
 Ross Stores, Inc. | ROST | 2.54K | $540.64K |
 Vicor Corporation | VICR | 2.57K | $975.27K |
 Micron Technology, Inc. | MU | 2.65K | $3.06M |