Stock Taper 
SMITH GROUP ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 181.89K | $72.24M |
 Microsoft Corporation | MSFT | 186.9K | $69.72M |
 Exxon Mobil Corporation | XOM | 199.36K | $27.26M |
 Broadcom Inc. | AVGO | 265.5K | $100.29M |
 Booking Holdings Inc. | BKNG | 269.56K | $48.05M |
 The TJX Companies, Inc. | TJX | 284.33K | $43.08M |
 Alphabet Inc. | GOOGL | 286.32K | $102.32M |
 Dollar General Corporation | DG | 291.26K | $33.53M |
 The Walt Disney Company | DIS | 309.04K | $29.74M |
 Aveanna Healthcare Holdings Inc. | AVAH | 313.27K | $2.68M |
 Apple Inc. | AAPL | 318.35K | $92.12M |
 Tapestry, Inc. | TPR | 358.9K | $52.54M |
 Okta, Inc. | OKTA | 406.37K | $55.45M |
 The Charles Schwab Corporation | SCHW | 419.43K | $38.7M |
 Arista Networks, Inc. | ANET | 434.85K | $73.87M |
 Arch Capital Group Ltd. | ACGL | 442.71K | $42.97M |
 KLA Corporation | KLAC | 455.56K | $137.45M |
 Netflix, Inc. | NFLX | 461.32K | $32.94M |
 Hasbro, Inc. | HAS | 586.41K | $48.43M |
 DexCom, Inc. | DXCM | 701.35K | $47.24M |