account_balance
Investment manager · 13F filer · SEC CIK 1893134
Smith Group Asset Management, LLC
Reported value$1.53Bas of Sep 30, 2026
Positions143 8 new, 31 sold out
Top 10 weight38.0%AAPL alone is 5%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.6%Trimmed −34%
GOOGLAlphabet Inc.
4.1%Trimmed −36%
AMDAdvanced Micro Devices Inc
4.0%Trimmed −37%
AVGOBroadcom Inc.
3.9%Trimmed −36%
MSFTMicrosoft Corp
3.9%Trimmed −38%
NVDANVIDIA Corp
3.7%Added +247%
OKTAOkta, Inc.
3.5%Trimmed −37%
ANETArista Networks, Inc.
3.5%Trimmed −40%
FIXComfort Systems USA Inc
3.4%Trimmed −39%
PHParker-Hannifin Corp
3.4%Trimmed −37%
ADIAnalog Devices Inc
3.0%Trimmed −37%
KLACKLA Corp
2.9%Trimmed −50%
AAPLApple Inc.
4.6%−34%
GOOGLAlphabet Inc.
4.1%
AMDAdvanced Micro Devices Inc
4.0%
AVGOBroadcom Inc.
3.9%−36%
MSFTMicrosoft Corp
3.9%−38%
NVDANVIDIA Corp
3.7%+247%
OKTAOkta, Inc.
3.5%
ANETArista Networks, Inc.
3.5%
FIXComfort Systems USA Inc
3.4%−39%
PHParker-Hannifin Corp
3.4%−37%
ADIAnalog Devices Inc
3.0%
KLACKLA Corp
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.6% Trimmed −34%GOOGL Alphabet Inc. 4.1% Trimmed −36%AMD Advanced Micro Devices Inc 4.0% Trimmed −37%AVGO Broadcom Inc. 3.9% Trimmed −36%MSFT Microsoft Corp 3.9% Trimmed −38%NVDA NVIDIA Corp 3.7% Added +247%OKTA Okta, Inc. 3.5% Trimmed −37%ANET Arista Networks, Inc. 3.5% Trimmed −40%FIX Comfort Systems USA Inc 3.4% Trimmed −39%PH Parker-Hannifin Corp 3.4% Trimmed −37%ADI Analog Devices Inc 3.0% Trimmed −37%KLAC KLA Corp 2.9% Trimmed −50%
What changed
Biggest moves since Jun 30, 2026
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