Stock Taper 
SMITH GROUP ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Allient Inc. | ALNT | 12.2K | $1.26M |
 Amazon.com, Inc. | AMZN | 12.19K | $2.9M |
 Etsy, Inc. | ETSY | 11.98K | $902.6K |
 Pinterest, Inc. | PINS | 11.7K | $246.05K |
 First Financial Bankshares, Inc. | FFIN | 11.03K | $381.53K |
 Exelon Corporation | EXC | 11K | $512.82K |
 Airbnb, Inc. | ABNB | 10.3K | $1.47M |
 Phillips 66 | PSX | 10.15K | $1.72M |
 Pegasystems Inc. | PEGA | 10.04K | $301.05K |
 Iron Mountain Incorporated | IRM | 10K | $1.26M |
 Kulicke and Soffa Industries, Inc. | KLIC | 9.97K | $1.33M |
 Paylocity Holding Corporation | PCTY | 9.46K | $988.33K |
 Valero Energy Corporation | VLO | 9.23K | $2.4M |
 Arm Holdings plc American Depositary Shares | ARM | 8.52K | $3.02M |
 Coherent, Inc. | COHR | 8.45K | $3.33M |
 Power Integrations, Inc. | POWI | 8.16K | $683.82K |
 DocuSign, Inc. | DOCU | 8.02K | $356.38K |
 Workday, Inc. | WDAY | 8K | $979.36K |
 Autodesk, Inc. | ADSK | 7.93K | $1.54M |
 State Street Corporation | STT | 7.26K | $1.23M |