Sheets Smith Investment Management as of June 30, 2025
Portfolio Holdings for Sheets Smith Investment Management
Sheets Smith Investment Management holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 7.1 | $8.0M | 101k | 79.50 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 4.0 | $4.6M | 84k | 54.40 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.9 | $3.3M | 39k | 82.92 | |
| Carpenter Technology Corporation (CRS) | 2.5 | $2.9M | 10k | 276.38 | |
| NVIDIA Corporation (NVDA) | 2.5 | $2.8M | 18k | 157.99 | |
| Howmet Aerospace (HWM) | 2.4 | $2.7M | 15k | 186.13 | |
| MercadoLibre (MELI) | 2.1 | $2.4M | 906.00 | 2613.63 | |
| Palomar Hldgs (PLMR) | 2.0 | $2.3M | 15k | 154.25 | |
| Palantir Technologies Cl A (PLTR) | 1.8 | $2.0M | 15k | 136.32 | |
| Applovin Corp Com Cl A (APP) | 1.7 | $2.0M | 5.7k | 350.08 | |
| Avepoint Com Cl A (AVPT) | 1.7 | $2.0M | 102k | 19.31 | |
| Advanced Micro Devices (AMD) | 1.7 | $1.9M | 14k | 141.90 | |
| New Gold Inc Cda (NGD) | 1.7 | $1.9M | 383k | 4.95 | |
| Citigroup Com New (C) | 1.7 | $1.9M | 22k | 85.12 | |
| Spotify Technology S A SHS (SPOT) | 1.6 | $1.8M | 2.4k | 767.34 | |
| Netflix (NFLX) | 1.6 | $1.8M | 1.3k | 1339.13 | |
| Metropcs Communications (TMUS) | 1.6 | $1.8M | 7.6k | 238.26 | |
| Doordash Cl A (DASH) | 1.6 | $1.8M | 7.2k | 246.51 | |
| Barclays Adr (BCS) | 1.6 | $1.8M | 96k | 18.59 | |
| Ge Vernova (GEV) | 1.6 | $1.8M | 3.3k | 529.15 | |
| Guidewire Software (GWRE) | 1.5 | $1.7M | 7.3k | 235.45 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $1.7M | 19k | 91.24 | |
| Cameco Corporation (CCJ) | 1.5 | $1.7M | 23k | 74.23 | |
| Pan American Silver Corp Can (PAAS) | 1.5 | $1.7M | 59k | 28.40 | |
| Amazon (AMZN) | 1.5 | $1.7M | 7.6k | 219.39 | |
| Ge Aerospace Com New (GE) | 1.5 | $1.7M | 6.4k | 257.39 | |
| Gulfport Energy Corp Common Shares (GPOR) | 1.4 | $1.6M | 8.2k | 201.17 | |
| National Fuel Gas (NFG) | 1.4 | $1.6M | 19k | 84.71 | |
| Lpl Financial Holdings (LPLA) | 1.4 | $1.6M | 4.3k | 374.97 | |
| Construction Partners Com Cl A (ROAD) | 1.4 | $1.6M | 15k | 106.28 | |
| American Intl Group Com New (AIG) | 1.4 | $1.6M | 19k | 85.59 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.6M | 3.2k | 497.41 | |
| Servicenow (NOW) | 1.4 | $1.6M | 1.6k | 1028.08 | |
| Insulet Corporation (PODD) | 1.4 | $1.6M | 5.1k | 314.18 | |
| Firstcash Holdings (FCFS) | 1.4 | $1.5M | 12k | 135.14 | |
| Royal Gold (RGLD) | 1.3 | $1.5M | 8.6k | 177.84 | |
| Us Foods Hldg Corp call (USFD) | 1.3 | $1.5M | 19k | 77.01 | |
| Toast Cl A (TOST) | 1.3 | $1.5M | 33k | 44.29 | |
| American Public Education (APEI) | 1.2 | $1.4M | 46k | 30.46 | |
| Allstate Corporation (ALL) | 1.2 | $1.4M | 6.8k | 201.31 | |
| Allegheny Technologies Incorporated (ATI) | 1.2 | $1.4M | 16k | 86.34 | |
| Ban (TBBK) | 1.2 | $1.3M | 24k | 56.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $1.3M | 5.9k | 226.49 | |
| Carvana Cl A (CVNA) | 1.2 | $1.3M | 3.9k | 336.96 | |
| Sea Sponsord Ads (SE) | 1.1 | $1.3M | 8.1k | 159.94 | |
| ESCO Technologies (ESE) | 1.1 | $1.3M | 6.7k | 191.87 | |
| Metropolitan Bank Holding Corp (MCB) | 1.1 | $1.3M | 18k | 70.00 | |
| Snowflake Cl A (SNOW) | 1.1 | $1.3M | 5.7k | 223.77 | |
| Exelixis (EXEL) | 1.1 | $1.3M | 28k | 44.08 | |
| Fortinet (FTNT) | 1.1 | $1.2M | 12k | 105.72 | |
| Monday SHS (MNDY) | 1.1 | $1.2M | 3.9k | 314.48 | |
| Q2 Holdings (QTWO) | 1.1 | $1.2M | 13k | 93.59 | |
| Mastercard Incorporated Cl A (MA) | 1.1 | $1.2M | 2.2k | 561.94 | |
| Chart Industries (GTLS) | 1.0 | $1.2M | 7.2k | 164.65 | |
| BJ's Restaurants (BJRI) | 1.0 | $1.2M | 27k | 44.60 | |
| Astera Labs (ALAB) | 1.0 | $1.1M | 13k | 90.42 | |
| Ibex Shs New (IBEX) | 1.0 | $1.1M | 39k | 29.10 | |
| Penumbra (PEN) | 1.0 | $1.1M | 4.3k | 256.63 | |
| Automatic Data Processing (ADP) | 0.9 | $998k | 3.2k | 308.40 | |
| Intercorp Finl Svcs SHS (IFS) | 0.9 | $983k | 26k | 38.13 | |
| Sable Offshore Corp Com Shs (SOC) | 0.8 | $942k | 43k | 21.98 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.8 | $930k | 16k | 57.79 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.8 | $915k | 9.1k | 100.15 | |
| Kingstone Companies (KINS) | 0.7 | $846k | 55k | 15.41 | |
| Adma Biologics (ADMA) | 0.7 | $833k | 46k | 18.21 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.7 | $777k | 20k | 39.56 | |
| Oklo Com Cl A (OKLO) | 0.6 | $704k | 13k | 55.99 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $279k | 1.0k | 272.75 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $46k | 17k | 2.71 | |
| Ardelyx (ARDX) | 0.0 | $45k | 11k | 3.92 | |
| Female Health (VERU) | 0.0 | $13k | 22k | 0.58 |