Smith Group Asset Management, LLC Diversified Active

Location: Dallas, TX

CIK: 0001893134 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 18, 2026

Total Value: $1.96B (100.0% shares, 0.0% debt)

Holdings (162)

New Positions (23)

DG DOLLAR GEN CORP 1.6%
Value $31.85M Shares 268,225 Est. Cost $147.69 Unrealized 0.0%
ZWS ZURN ELKAY WATER SOLNS CORP 0.1%
Value $1.724M Shares 38,457 Est. Cost $48.46 Unrealized 0.0%
QTWO Q2 HLDGS INC 0.1%
Value $1.422M Shares 30,062 Est. Cost $60.77 Unrealized 0.0%
NUTX NUTEX HEALTH INC 0.1%
Value $1.244M Shares 13,087 Est. Cost $137.91 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value $873K Shares 10,237 Est. Cost $88.75 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $840K Shares 13,850 Est. Cost $57.43 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value $773K Shares 3,352 Est. Cost $226.53 Unrealized 0.0%
PACS PACS GROUP INC 0.0%
Value $771K Shares 23,997 Est. Cost $38.23 Unrealized 0.0%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value $752K Shares 11,449 Est. Cost $62.26 Unrealized 0.0%
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $726K Shares 8,423 Est. Cost $97.40 Unrealized 0.0%
RDDT REDDIT INC 0.0%
Value $678K Shares 5,036 Est. Cost $189.65 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value $678K Shares 3,260 Est. Cost $204.74 Unrealized 0.0%
RBRK RUBRIK INC. 0.0%
Value $617K Shares 12,602 Est. Cost $60.64 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value $532K Shares 10,646 Est. Cost $55.84 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value $467K Shares 1,050 Est. Cost $500.27 Unrealized 0.0%
ALNT ALLIENT INC 0.0%
Value $450K Shares 7,620 Est. Cost $62.86 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value $434K Shares 497 Est. Cost $736.93 Unrealized 0.0%
DAR DARLING INGREDIENTS INC 0.0%
Value $397K Shares 6,425 Est. Cost $45.22 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value $362K Shares 2,355 Est. Cost $125.47 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $301K Shares 1,850 Est. Cost $197.71 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value $288K Shares 1,150 Est. Cost $199.85 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value $246K Shares 1,500 Est. Cost $119.03 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value $210K Shares 7,119 Est. Cost $32.61 Unrealized 0.0%

Increased Positions (80)

JBL JABIL INC 2.2%
Value $43.73M (+5608.0%) Shares 164,635 (+4799.9%) Est. Cost $247.42 Unrealized +0.3%
APP APPLOVIN CORP 2.0%
Value $39.48M (-36.3%) Shares 99,195 (+7.8%) Est. Cost $128.55 Unrealized +294.5%
MSFT MICROSOFT CORP 3.3%
Value $64.88M (-19.2%) Shares 175,269 (+5.5%) Est. Cost $321.16 Unrealized +35.3%
COST COSTCO WHOLESALE CORPORATION 3.1%
Value $61.67M (+26.0%) Shares 61,895 (+9.0%) Est. Cost $604.62 Unrealized +59.4%
ADI ANALOG DEVICES INC 2.8%
Value $54.34M (+26.9%) Shares 170,815 (+8.2%) Est. Cost $245.41 Unrealized +28.8%
WDAY WORKDAY INC 1.2%
Value $22.57M (-33.6%) Shares 173,739 (+9.7%) Est. Cost $234.63 Unrealized -26.4%
XOM EXXON MOBIL CORP 1.6%
Value $32.06M (+50.5%) Shares 188,977 (+6.8%) Est. Cost $78.78 Unrealized +76.1%
HAS HASBRO INC 2.6%
Value $51.07M (+22.4%) Shares 545,638 (+7.2%) Est. Cost $65.15 Unrealized +42.2%
PH PARKER-HANNIFIN CORP 3.7%
Value $72.59M (+13.9%) Shares 81,081 (+11.9%) Est. Cost $425.75 Unrealized +125.0%
TPR TAPESTRY INC 2.4%
Value $47.06M (+22.7%) Shares 333,486 (+11.1%) Est. Cost $116.59 Unrealized +19.7%
MPC MARATHON PETE CORP 1.2%
Value $22.72M (+61.1%) Shares 93,041 (+7.3%) Est. Cost $152.55 Unrealized +21.1%
BKNG BOOKING HOLDINGS INC 2.3%
Value $45.85M (-15.5%) Shares 10,890 (+7.5%) Est. Cost $3654.46 Unrealized +30.8%
JNJ JOHNSON & JOHNSON 1.9%
Value $36.7M (+27.6%) Shares 150,121 (+8.0%) Est. Cost $155.76 Unrealized +46.3%
CBOE CBOE GLOBAL MKTS INC 2.3%
Value $44.33M (+20.0%) Shares 157,726 (+7.2%) Est. Cost $187.51 Unrealized +45.1%
HUBB HUBBELL INC 2.2%
Value $42.56M (+19.6%) Shares 86,736 (+8.3%) Est. Cost $336.77 Unrealized +47.1%
AXP AMERICAN EXPRESS CO 2.4%
Value $47.05M (-12.7%) Shares 155,547 (+6.7%) Est. Cost $206.42 Unrealized +72.5%
MCK MCKESSON CORP 2.8%
Value $54.17M (+13.8%) Shares 62,597 (+7.9%) Est. Cost $407.98 Unrealized +114.6%
META META PLATFORMS INC 2.5%
Value $48.29M (-9.2%) Shares 84,412 (+4.8%) Est. Cost $395.61 Unrealized +65.7%
WAT WATERS CORP 1.2%
Value $23.11M (-16.2%) Shares 77,612 (+6.8%) Est. Cost $363.71 Unrealized +0.9%
TJX TJX COS INC NEW 2.2%
Value $42.27M (+11.8%) Shares 264,657 (+7.5%) Est. Cost $100.30 Unrealized +53.8%
NFLX NETFLIX INC. 2.1%
Value $41.56M (+10.2%) Shares 432,263 (+7.4%) Est. Cost $102.58 Unrealized -18.3%
MEDP MEDPACE HLDGS INC 2.5%
Value $49.75M (-6.5%) Shares 103,603 (+9.3%) Est. Cost $327.85 Unrealized +65.4%
VEEV VEEVA SYS INC 1.0%
Value $18.87M (-15.5%) Shares 107,445 (+7.4%) Est. Cost $201.21 Unrealized +1.4%
ACGL ARCH CAP GROUP LTD 2.0%
Value $39.58M (+7.8%) Shares 412,379 (+7.7%) Est. Cost $81.83 Unrealized +17.1%
HBAN HUNTINGTON BANCSHARES INC 1.7%
Value $33.71M (-5.4%) Shares 2,153,755 (+4.9%) Est. Cost $16.35 Unrealized +9.4%
CDNS CADENCE DESIGN SYSTEM INC 1.8%
Value $36.2M (-4.5%) Shares 130,269 (+7.4%) Est. Cost $193.60 Unrealized +56.7%
AAPL APPLE INC 4.0%
Value $79.06M (-2.1%) Shares 311,523 (+4.9%) Est. Cost $167.56 Unrealized +56.9%
GOOGL ALPHABET INC 3.9%
Value $75.52M (-2.1%) Shares 262,620 (+6.5%) Est. Cost $159.34 Unrealized +102.9%
DIS DISNEY WALT CO 1.3%
Value $26.27M (-5.6%) Shares 272,550 (+11.4%) Est. Cost $104.22 Unrealized +5.0%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.6%
Value $11.64M (+14.8%) Shares 34,443 (+3.2%) Est. Cost $124.96 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 1.3%
Value $24.89M (+5.5%) Shares 55,746 (+7.1%) Est. Cost $348.98 Unrealized +34.0%
BP BP PLC 0.1%
Value $2.719M (+57.0%) Shares 57,860 (+16.0%) Est. Cost $34.84 Unrealized
ESTC ELASTIC N V 0.1%
Value $1.858M (-32.3%) Shares 37,168 (+2.2%) Est. Cost $90.15 Unrealized -25.7%
JPM JPMORGAN CHASE & CO 2.1%
Value $41.39M (-2.0%) Shares 140,693 (+7.3%) Est. Cost $175.41 Unrealized +77.5%
AZZ AZZ INC 0.2%
Value $3.656M (+29.8%) Shares 29,221 (+11.1%) Est. Cost $91.39 Unrealized +38.1%
CM CANADIAN IMPERIAL BANK OF CO 0.4%
Value $8.34M (+9.7%) Shares 88,020 (+4.9%) Est. Cost $66.07 Unrealized +43.1%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value $29.84M (+2.3%) Shares 146,693 (+7.7%) Est. Cost $222.22 Unrealized -0.2%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value $1.232M (+110.7%) Shares 18,374 (+102.0%) Est. Cost $69.03 Unrealized +6.6%
MTDR MATADOR RES CO 0.0%
Value $794K (+165.2%) Shares 12,571 (+78.2%) Est. Cost $51.35 Unrealized -11.6%
AVGO BROADCOM INC 4.0%
Value $78.25M (-0.6%) Shares 252,834 (+11.2%) Est. Cost $193.54 Unrealized +72.7%
LMAT LEMAITRE VASCULAR INC 0.0%
Value $763K (+127.4%) Shares 6,985 (+69.0%) Est. Cost $86.38 Unrealized +0.9%
INDA ISHARES TR 0.1%
Value $1.371M (+41.6%) Shares 29,260 (+63.0%) Est. Cost $51.20 Unrealized
CVSA COVISTA INC 0.2%
Value $3.042M (+14.6%) Shares 26,395 (+2.9%) Est. Cost $95.75 Unrealized +12.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value $1.422M (+36.1%) Shares 11,989 (+33.2%) Est. Cost $86.65 Unrealized +38.7%
OI O-I GLASS INC 0.0%
Value $532K (+201.9%) Shares 50,610 (+324.0%) Est. Cost $14.84 Unrealized +3.3%
PCTY PAYLOCITY HLDG CORP 0.0%
Value $746K (+84.0%) Shares 6,906 (+159.7%) Est. Cost $136.83 Unrealized -5.5%
PLXS PLEXUS CORP 0.0%
Value $978K (+50.5%) Shares 4,830 (+9.3%) Est. Cost $105.29 Unrealized +76.7%
BTSG BRIGHTSPRING HEALTH SVCS INC 0.1%
Value $2.266M (+15.8%) Shares 53,170 (+1.8%) Est. Cost $21.21 Unrealized +85.8%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value $6.614M (+4.5%) Shares 72,941 (+4.5%) Est. Cost $63.50 Unrealized +49.0%
KTB KONTOOR BRANDS INC 0.0%
Value $528K (+100.2%) Shares 7,505 (+74.0%) Est. Cost $64.11 Unrealized -1.8%
PRIM PRIMORIS SVCS CORP 0.1%
Value $1.349M (+20.5%) Shares 9,428 (+4.6%) Est. Cost $78.03 Unrealized +92.1%
MA MASTERCARD INCORPORATED 0.1%
Value $1.058M (+24.3%) Shares 2,118 (+42.1%) Est. Cost $561.08 Unrealized -3.9%
SCHW SCHWAB CHARLES CORP 1.9%
Value $36.27M (+0.6%) Shares 385,975 (+6.9%) Est. Cost $82.49 Unrealized +21.4%
COLL COLLEGIUM PHARMACEUTICAL INC 0.0%
Value $726K (-21.9%) Shares 21,951 (+9.3%) Est. Cost $27.45 Unrealized +68.1%
AVPT AVEPOINT INC 0.0%
Value $591K (-25.3%) Shares 62,120 (+9.0%) Est. Cost $9.65 Unrealized +22.7%
MWA MUELLER WTR PRODS INC 0.0%
Value $895K (+28.6%) Shares 32,563 (+11.5%) Est. Cost $18.69 Unrealized +46.9%
UPWK UPWORK INC 0.0%
Value $577K (-25.3%) Shares 52,661 (+35.1%) Est. Cost $14.41 Unrealized +24.4%
CARG CARGURUS INC 0.0%
Value $578K (+49.7%) Shares 16,980 (+68.6%) Est. Cost $31.28 Unrealized +3.5%
ABBV ABBVIE INC 0.0%
Value $689K (+35.4%) Shares 3,169 (+42.3%) Est. Cost $173.44 Unrealized +28.3%
OKTA OKTA INC 1.5%
Value $29.68M (-0.5%) Shares 377,105 (+9.3%) Est. Cost $89.05 Unrealized -3.2%
STEP STEPSTONE GROUP INC 0.0%
Value $607K (-19.4%) Shares 12,725 (+8.3%) Est. Cost $44.40 Unrealized +46.1%
AIT APPLIED INDL TECHNOLOGIES IN 0.1%
Value $1.155M (+13.6%) Shares 4,352 (+9.9%) Est. Cost $181.62 Unrealized +51.8%
V VISA INC 0.1%
Value $1.171M (-10.1%) Shares 3,873 (+4.3%) Est. Cost $296.17 Unrealized +11.1%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value $1.941M (+7.3%) Shares 6,688 (+2.0%) Est. Cost $226.55 Unrealized +35.1%
ROKU ROKU INC 0.1%
Value $1.516M (+8.4%) Shares 16,022 (+24.3%) Est. Cost $84.45 Unrealized +16.6%
AVAH AVEANNA HEALTHCARE HLDGS INC 0.1%
Value $1.698M (+5.9%) Shares 263,669 (+34.3%) Est. Cost $8.65 Unrealized -4.5%
NIC NICOLET BANKSHARES INC 0.0%
Value $331K (+33.9%) Shares 2,230 (+9.3%) Est. Cost $114.99 Unrealized +24.9%
MMSI MERIT MED SYS INC 0.0%
Value $442K (-15.4%) Shares 6,415 (+8.2%) Est. Cost $90.65 Unrealized -8.7%
ARLO ARLO TECHNOLOGIES INC 0.0%
Value $762K (+10.9%) Shares 53,529 (+9.0%) Est. Cost $10.50 Unrealized +21.9%
PODD INSULET CORP 0.0%
Value $440K (+18.3%) Shares 2,097 (+60.2%) Est. Cost $294.52 Unrealized -10.2%
ANET ARISTA NETWORKS INC 2.5%
Value $49.64M (-0.1%) Shares 404,287 (+6.6%) Est. Cost $105.60 Unrealized +27.9%
EAT BRINKER INTL INC 0.1%
Value $2.936M (+1.6%) Shares 20,565 (+2.2%) Est. Cost $121.39 Unrealized +30.7%
QLYS QUALYS INC 0.0%
Value $423K (+11.2%) Shares 4,819 (+68.3%) Est. Cost $141.49 Unrealized -14.8%
EXPE EXPEDIA GROUP INC 0.1%
Value $1.191M (+3.5%) Shares 5,160 (+26.9%) Est. Cost $248.27 Unrealized +2.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value $2.124M (-1.7%) Shares 10,756 (+27.4%) Est. Cost $184.53 Unrealized +21.9%
BOX BOX INC 0.0%
Value $623K (+5.4%) Shares 26,343 (+33.4%) Est. Cost $26.44 Unrealized -3.1%
LLY ELI LILLY & CO 0.1%
Value $1.947M (+1.4%) Shares 2,117 (+18.5%) Est. Cost $758.47 Unrealized +38.1%
EVTC EVERTEC INC 0.0%
Value $499K (+5.1%) Shares 17,697 (+8.4%) Est. Cost $38.53 Unrealized -26.5%
ADUS ADDUS HOMECARE CORP 0.0%
Value $539K (-4.0%) Shares 5,760 (+10.0%) Est. Cost $97.51 Unrealized +12.1%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value $489K (-2.2%) Shares 13,436 (+9.5%) Est. Cost $33.23 Unrealized +26.8%

Exited Positions (31)

ADBE ADOBE INC 1.4%
Value $27.07M Shares 77,342 Est. Cost $513.47 Unrealized -43.5%
EXLS EXLSERVICE HOLDINGS INC 1.1%
Value $21.08M Shares 496,661 Est. Cost $31.21 Unrealized +17.4%
BAC BANK AMERICA CORP 0.1%
Value $2.244M Shares 40,792 Est. Cost $52.67 Unrealized +1.9%
CCI CROWN CASTLE INC 0.1%
Value $1.777M Shares 20,000 Est. Cost $98.11 Unrealized -9.6%
TEAM ATLASSIAN CORPORATION 0.1%
Value $1.555M Shares 9,593 Est. Cost $156.92 Unrealized -27.8%
CVNA CARVANA CO 0.1%
Value $1.502M Shares 3,560 Est. Cost $241.59 Unrealized +69.1%
ROL ROLLINS INC 0.1%
Value $1.278M Shares 21,295 Est. Cost $58.66 Unrealized +5.4%
EWY ISHARES INC 0.1%
Value $1.081M Shares 11,120 Est. Cost $97.22 Unrealized
PATK PATRICK INDS INC 0.0%
Value $953K Shares 8,792 Est. Cost $67.70 Unrealized +90.9%
HLI HOULIHAN LOKEY INC 0.0%
Value $897K Shares 5,150 Est. Cost $168.40 Unrealized +4.3%
EXEL EXELIXIS INC 0.0%
Value $847K Shares 19,332 Est. Cost $35.50 Unrealized +23.3%
SNOW SNOWFLAKE INC 0.0%
Value $610K Shares 2,780 Est. Cost $153.93 Unrealized +26.3%
EME EMCOR GROUP INC 0.0%
Value $551K Shares 900 Est. Cost $440.41 Unrealized +65.0%
LYFT LYFT INC 0.0%
Value $527K Shares 27,200 Est. Cost $15.41 Unrealized +8.8%
EWT ISHARES INC 0.0%
Value $454K Shares 7,140 Est. Cost $63.53 Unrealized
INCY INCYTE CORP 0.0%
Value $433K Shares 4,381 Est. Cost $81.59 Unrealized +26.4%
EPOL ISHARES TR 0.0%
Value $429K Shares 12,200 Est. Cost $32.20 Unrealized
PATH UIPATH INC 0.0%
Value $428K Shares 26,128 Est. Cost $13.02 Unrealized +3.6%
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $427K Shares 2,236 Est. Cost $152.13 Unrealized +26.7%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $410K Shares 5,354 Est. Cost $62.49 Unrealized +29.0%
PINNACLE FINL PARTNERS INC 0.0%
Value $376K Shares 3,939 Est. Cost $95.41 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $375K Shares 2,642 Est. Cost $136.85 Unrealized -1.8%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value $331K Shares 9,520 Est. Cost $31.51 Unrealized +23.1%
TXN TEXAS INSTRS INC 0.0%
Value $322K Shares 1,858 Est. Cost $166.40 Unrealized +24.0%
SPSC SPS COMM INC 0.0%
Value $322K Shares 3,609 Est. Cost $138.30 Unrealized -42.2%
FRSH FRESHWORKS INC 0.0%
Value $301K Shares 24,609 Est. Cost $14.08 Unrealized -29.8%
DOCS DOXIMITY INC 0.0%
Value $285K Shares 6,427 Est. Cost $43.12 Unrealized -18.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value $234K Shares 1,270 Est. Cost $191.42 Unrealized -10.1%
BANF BANCFIRST CORP 0.0%
Value $218K Shares 2,052 Est. Cost $114.49 Unrealized -1.4%
DBX DROPBOX INC 0.0%
Value $215K Shares 7,730 Est. Cost $23.52 Unrealized +9.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value $204K Shares 2,500 Est. Cost $71.42 Unrealized +10.2%

Decreased Positions (31)

FIX COMFORT SYS USA INC 4.2%
Value $82.14M (+35.7%) Shares 59,568 (-8.2%) Est. Cost $447.60 Unrealized +167.2%
KLAC KLA CORP 4.2%
Value $82.97M (+11.8%) Shares 56,352 (-7.7%) Est. Cost $469.35 Unrealized +211.5%
NVDA NVIDIA CORPORATION 0.6%
Value $11.01M (-11.4%) Shares 63,124 (-5.2%) Est. Cost $67.45 Unrealized +176.7%
WAY WAYSTAR HLDG CORP 0.0%
Value $357K (-77.1%) Shares 14,794 (-68.9%) Est. Cost $36.29 Unrealized -24.2%
W WAYFAIR INC 0.0%
Value $514K (-69.4%) Shares 6,831 (-59.2%) Est. Cost $76.02 Unrealized +30.8%
YOU CLEAR SECURE INC 0.2%
Value $3.254M (+34.0%) Shares 67,211 (-2.9%) Est. Cost $27.99 Unrealized +23.7%
AMZN AMAZON COM INC 0.2%
Value $3.732M (-16.5%) Shares 17,921 (-7.5%) Est. Cost $156.10 Unrealized +45.3%
TSLA TESLA INC 0.1%
Value $1.571M (-30.5%) Shares 4,227 (-16.0%) Est. Cost $327.06 Unrealized +30.2%
LITE LUMENTUM HLDGS INC 0.0%
Value $770K (-45.7%) Shares 1,096 (-71.5%) Est. Cost $124.70 Unrealized +274.6%
B BARRICK MNG CORP 0.1%
Value $2.252M (-20.9%) Shares 55,200 (-15.6%) Est. Cost $19.29 Unrealized +150.4%
PEGA PEGASYSTEMS INC 0.1%
Value $1.151M (-32.7%) Shares 27,033 (-5.5%) Est. Cost $55.93 Unrealized -14.0%
ADSK AUTODESK INC 0.1%
Value $1.75M (-23.1%) Shares 7,308 (-4.9%) Est. Cost $302.78 Unrealized -16.2%
RMD RESMED INC 0.0%
Value $514K (-46.7%) Shares 2,290 (-42.8%) Est. Cost $215.39 Unrealized +18.8%
PAHC PHIBRO ANIMAL HEALTH CORP 0.1%
Value $1.384M (+35.4%) Shares 25,021 (-8.5%) Est. Cost $23.86 Unrealized +87.5%
QCOM QUALCOMM INC 0.0%
Value $607K (-36.9%) Shares 4,717 (-16.2%) Est. Cost $154.88 Unrealized -0.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value $2.743M (-9.3%) Shares 7,644 (-1.7%) Est. Cost $280.10 Unrealized +46.5%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $319K (-41.6%) Shares 4,930 (-39.2%) Est. Cost $66.50 Unrealized +10.7%
AMAT APPLIED MATLS INC 0.0%
Value $916K (+27.5%) Shares 2,679 (-4.2%) Est. Cost $142.05 Unrealized +129.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $686K (-19.5%) Shares 4,693 (-2.1%) Est. Cost $124.39 Unrealized +23.9%
LVS LAS VEGAS SANDS CORP 0.0%
Value $673K (-19.3%) Shares 12,486 (-2.6%) Est. Cost $61.19 Unrealized -4.6%
LRCX LAM RESEARCH CORP 0.0%
Value $884K (+21.4%) Shares 4,137 (-2.8%) Est. Cost $155.36 Unrealized +45.4%
HCA HCA HEALTHCARE INC 0.1%
Value $1.3M (-8.5%) Shares 2,747 (-9.7%) Est. Cost $463.73 Unrealized +7.4%
GE GE AEROSPACE 0.0%
Value $897K (-11.4%) Shares 3,161 (-3.8%) Est. Cost $283.97 Unrealized +12.1%
HLNE HAMILTON LANE INC 0.0%
Value $290K (-27.6%) Shares 2,919 (-2.2%) Est. Cost $125.75 Unrealized +7.9%
KGC KINROSS GOLD CORP 0.5%
Value $9.57M (-1.0%) Shares 313,570 (-8.7%) Est. Cost $5.47 Unrealized +517.9%
IDXX IDEXX LABS INC 0.0%
Value $371K (-17.9%) Shares 661 (-1.2%) Est. Cost $616.83 Unrealized +8.7%
ALL ALLSTATE CORP 0.0%
Value $643K (-5.0%) Shares 3,100 (-4.7%) Est. Cost $197.34 Unrealized +2.8%
COHR COHERENT CORP 0.1%
Value $2.489M (-1.2%) Shares 10,450 (-23.4%) Est. Cost $100.05 Unrealized +113.2%
PWR QUANTA SVCS INC 0.1%
Value $2.555M (+0.9%) Shares 4,654 (-22.4%) Est. Cost $309.05 Unrealized +57.3%
FN FABRINET 0.1%
Value $1.401M (-1.0%) Shares 2,686 (-13.6%) Est. Cost $226.37 Unrealized +117.6%
CAH CARDINAL HEALTH INC 0.0%
Value $638K (-1.5%) Shares 3,018 (-4.2%) Est. Cost $130.47 Unrealized +65.0%

Unchanged Positions (28)

VLO VALERO ENERGY CORP 0.1%
Value $2.281M Shares 9,230 Est. Cost $129.14 Unrealized +47.2%
PSX PHILLIPS 66 0.1%
Value $1.85M Shares 10,154 Est. Cost $122.03 Unrealized +20.6%
ARM ARM HOLDINGS PLC 0.1%
Value $1.289M Shares 8,520 Est. Cost $123.36 Unrealized
CRM SALESFORCE INC 0.0%
Value $766K Shares 4,104 Est. Cost $274.59 Unrealized -21.4%
RBLX ROBLOX CORP 0.0%
Value $683K Shares 12,080 Est. Cost $49.49 Unrealized +45.0%
AVAV AEROVIRONMENT INC 0.0%
Value $915K Shares 5,000 Est. Cost $195.72 Unrealized +51.5%
GOOG ALPHABET INC 0.2%
Value $3.063M Shares 10,679 Est. Cost $140.95 Unrealized +129.6%
MET METLIFE INC 0.1%
Value $2.122M Shares 30,000 Est. Cost $80.65 Unrealized -4.0%
IRM IRON MTN INC DEL 0.1%
Value $1.021M Shares 10,000 Est. Cost $112.79 Unrealized -26.2%
WMB WILLIAMS COS INC 0.1%
Value $1.092M Shares 15,000 Est. Cost $51.72 Unrealized +28.3%
WEC WEC ENERGY GROUP INC 0.1%
Value $1.822M Shares 15,740 Est. Cost $93.36 Unrealized +17.7%
NCNO NCINO INC 0.0%
Value $224K Shares 14,947 Est. Cost $25.39 Unrealized -18.3%
CME CME GROUP INC 0.1%
Value $1.772M Shares 6,000 Est. Cost $219.66 Unrealized +31.7%
ETR ENTERGY CORP NEW 0.0%
Value $674K Shares 6,000 Est. Cost $69.96 Unrealized +39.2%
FHN FIRST HORIZON CORPORATION 0.1%
Value $2.048M Shares 90,000 Est. Cost $18.17 Unrealized +36.0%
EXTR EXTREME NETWORKS INC 0.0%
Value $965K Shares 64,000 Est. Cost $16.17 Unrealized -6.8%
XYL XYLEM INC 0.0%
Value $717K Shares 6,000 Est. Cost $124.71 Unrealized +9.4%
ED CONSOLIDATED EDISON INC 0.0%
Value $566K Shares 5,000 Est. Cost $94.78 Unrealized +11.1%
STLD STEEL DYNAMICS INC 0.1%
Value $1.08M Shares 6,000 Est. Cost $130.47 Unrealized +41.1%
MCO MOODYS CORP 0.0%
Value $347K Shares 795 Est. Cost $487.35 Unrealized +0.5%
EXC EXELON CORP 0.0%
Value $539K Shares 11,000 Est. Cost $37.26 Unrealized +21.1%
TDC TERADATA CORP DEL 0.0%
Value $315K Shares 12,281 Est. Cost $26.16 Unrealized +15.7%
VICI VICI PPTYS INC 0.1%
Value $1.912M Shares 70,000 Est. Cost $29.50 Unrealized -4.6%
DTE DTE ENERGY CO 0.0%
Value $439K Shares 3,000 Est. Cost $118.43 Unrealized +15.5%
VMC VULCAN MATLS CO 0.0%
Value $545K Shares 2,000 Est. Cost $266.73 Unrealized +15.0%
D DOMINION ENERGY INC 0.0%
Value $396K Shares 6,400 Est. Cost $54.04 Unrealized +14.0%
STT STATE STR CORP 0.0%
Value $633K Shares 5,000 Est. Cost $91.24 Unrealized +42.8%
NTRS NORTHERN TR CORP 0.0%
Value $558K Shares 4,000 Est. Cost $99.01 Unrealized +48.4%