Stock Taper 
SMITH GROUP ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 VICI Properties Inc. | VICI | 70K | $1.86M |
 BP p.l.c. | BP | 66.32K | $2.45M |
 Costco Wholesale Corporation | COST | 66.24K | $61.97M |
 McKesson Corporation | MCK | 66.24K | $50.05M |
 Clear Secure, Inc. | YOU | 64.94K | $3.62M |
 Extreme Networks, Inc. | EXTR | 64K | $2.07M |
 AvePoint, Inc. | AVPT | 62.64K | $702.17K |
 Barrick Mining Corporation | B | 55.2K | $2.03M |
 Arlo Technologies, Inc. | ARLO | 53.94K | $727.16K |
 Upwork Inc. | UPWK | 53.48K | $447.08K |
 AZZ Inc. | AZZ | 52.41K | $8.13M |
 Comfort Systems USA, Inc. | FIX | 51.77K | $102.61M |
 BrightSpring Health Services, Inc. Common Stock | BTSG | 49.73K | $3.47M |
 Zurn Elkay Water Solutions Corporation | ZWS | 46.71K | $2.36M |
 Blue Bird Corporation | BLBD | 35.35K | $2.79M |
 Canadian Imperial Bank of Commerce | CM | 33.98K | $3.91M |
 Elastic N.V. | ESTC | 33.51K | $1.91M |
 Mueller Water Products, Inc. | MWA | 33.05K | $853.68K |
 Q2 Holdings, Inc. | QTWO | 30.24K | $1.45M |
 MetLife, Inc. | MET | 30K | $2.54M |