Back to investors
SMITH GROUP ASSET MANAGEMENT, LLC
SMITH GROUP ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30
SMITH GROUP ASSET MANAGEMENT, LLC runs SMITH GROUP ASSET MANAGEMENT, LLC and currently holds 166 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.46B. Their top holdings are KLAC, FIX, GOOGL, AVGO, AAPL. The top five represent 21.8% of reported portfolio weight. SMITH GROUP ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SMITH GROUP ASSET MANAGEMENT, LLC initiated 8 new positions. They added to 62 existing positions. They trimmed 17 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Sign in to enable email alerts for this investor.
Showper page
166 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA CORP | 5.60% | $67.56 | $183.99 | +172.34% | Added +708.42% |
 FIX COMFORT SYS USA INC | 4.18% | $548.57 | $1,655.19 | +201.73% | Trimmed -13.09% |
 GOOGL ALPHABET INC | 4.17% | $180.10 | $344.82 | +91.46% | Added +9.02% |
 AVGO BROADCOM INC | 4.08% | $202.02 | $368.45 | +82.38% | Added +5.01% |
 AAPL APPLE INC | 3.75% | $208.35 | $309.35 | +48.48% | Added +2.19% |
 AMD ADVANCED MICRO DEVICES INC | 3.74% | $238.43 | $473.25 | +98.49% | Added +7.71% |
 PH PARKER-HANNIFIN CORP | 3.46% | $574.11 | $1,002.55 | +74.63% | Added +7.12% |
 LRCX LAM RESEARCH CORP | 3.10% | $427.16 | $314.00 | -26.49% | Added +4148.18% |
 ANET ARISTA NETWORKS INC | 3.01% | $111.93 | $188.67 | +68.56% | Added +7.56% |
 ADI ANALOG DEVICES INC | 2.94% | $261.35 | $373.09 | +42.75% | Added +6.48% |
Showing 1-10 of 166