Sheets Smith Investment Management

Latest statistics and disclosures from Sheets Smith Investment Management's latest quarterly 13F-HR filing:

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Positions held by Sheets Smith Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sheets Smith Investment Management

Sheets Smith Investment Management holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Acces Treasury (GBIL) 34.1 $34M +348% 341k 100.18
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.8 $11M 137k 78.94
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.1 $6.1M 35k 173.23
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $4.5M 55k 81.76
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NVIDIA Corporation (NVDA) 2.4 $2.4M 23k 108.38
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Amazon (AMZN) 2.3 $2.4M +2% 12k 190.26
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Palomar Hldgs (PLMR) 2.1 $2.1M 15k 137.08
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Metropcs Communications (TMUS) 2.0 $2.0M 7.6k 266.71
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Howmet Aerospace (HWM) 2.0 $2.0M 15k 129.73
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Carpenter Technology Corporation (CRS) 1.9 $1.9M 10k 181.18
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ExlService Holdings (EXLS) 1.7 $1.7M 36k 47.21
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Us Foods Hldg Corp call (USFD) 1.6 $1.6M +23% 25k 65.46
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Fiserv (FI) 1.5 $1.5M 7.0k 220.83
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Applovin Corp Com Cl A (APP) 1.5 $1.5M -44% 5.6k 264.97
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Avepoint Com Cl A (AVPT) 1.5 $1.5M 102k 14.44
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Willis Towers Watson SHS (WTW) 1.4 $1.4M 4.2k 337.95
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Stryker Corporation (SYK) 1.4 $1.4M 3.7k 372.25
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Ge Vernova (GEV) 1.4 $1.4M 4.5k 305.28
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Meta Platforms Cl A (META) 1.3 $1.3M -48% 2.3k 576.36
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MercadoLibre (MELI) 1.3 $1.3M NEW 677.00 1950.87
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Palantir Technologies Cl A (PLTR) 1.3 $1.3M -50% 15k 84.40
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Ban (TBBK) 1.2 $1.3M 24k 52.84
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Insulet Corporation (PODD) 1.2 $1.2M +48% 4.6k 262.61
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Alphabet Cap Stk Cl C (GOOG) 1.2 $1.2M 7.8k 156.23
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Fortinet (FTNT) 1.1 $1.1M -25% 12k 96.26
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Toast Cl A (TOST) 1.1 $1.1M -24% 33k 33.17
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Allstate Corporation (ALL) 1.1 $1.1M -39% 5.2k 207.07
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Sea Sponsord Ads (SE) 1.0 $1.1M NEW 8.1k 130.49
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Netflix (NFLX) 1.0 $1.0M -22% 1.1k 932.53
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Nutanix Cl A (NTNX) 1.0 $981k NEW 14k 69.81
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Automatic Data Processing (ADP) 1.0 $965k -27% 3.2k 305.53
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Ge Aerospace Com New (GE) 1.0 $958k NEW 4.8k 200.15
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Chart Industries (GTLS) 0.9 $871k 6.0k 144.36
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Skyward Specialty Insurance Gr (SKWD) 0.8 $852k 16k 52.92
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Penumbra (PEN) 0.8 $773k NEW 2.9k 267.41
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Proshares Tr Short Qqq (PSQ) 0.4 $445k NEW 11k 40.63
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Xometry Class A Com (XMTR) 0.3 $347k NEW 14k 24.92
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $332k -93% 1.0k 317.64
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Proshares Tr Short S&p 500 Ne (SH) 0.3 $297k NEW 6.7k 44.56
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Ardelyx (ARDX) 0.1 $56k 11k 4.91
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Mereo Biopharma Group Spon Ads (MREO) 0.0 $38k 17k 2.25
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Female Health (VERU) 0.0 $11k 22k 0.49
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Past Filings by Sheets Smith Investment Management

SEC 13F filings are viewable for Sheets Smith Investment Management going back to 2020