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 |
 Lam Research Corporation | LRCX | 175.75K | $76.16M |
 Jabil Inc. | JBL | 175.7K | $67.73M |
 American Express Company | AXP | 169.06K | $57.19M |
 Johnson & Johnson | JNJ | 159.7K | $40.56M |
 Advanced Micro Devices, Inc. | AMD | 158.01K | $91.79M |
 JPMorgan Chase & Co. | JPM | 151.61K | $49.63M |
 Cadence Design Systems, Inc. | CDNS | 140.12K | $52.59M |
 Kinross Gold Corporation | KGC | 118.82K | $2.81M |
 Veeva Systems Inc. | VEEV | 113.76K | $20.19M |
 Medpace Holdings, Inc. | MEDP | 109.17K | $57.82M |
 AppLovin Corporation | APP | 106.87K | $55.06M |
 Marathon Petroleum Corporation | MPC | 98.12K | $25.09M |
 Hubbell Incorporated | HUBB | 92.5K | $48.4M |
 Meta Platforms, Inc. | META | 90.86K | $51.18M |
 First Horizon Corporation | FHN | 90K | $2.31M |
 Parker-Hannifin Corporation | PH | 86.85K | $84.95M |
 Waters Corporation | WAT | 83.12K | $31.17M |
 Collegium Pharmaceutical, Inc. | COLL | 73.9K | $2.68M |
 NVIDIA Corporation | NVDA | 72.08K | $14.42M |