SMA Capital LLC Quant / Systematic

Location: New York, NY

CIK: 0002075338 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $232M (100.0% shares, 0.0% debt)

Holdings (95)

PH PARKER-HANNIFIN CORP 5.4%
Value $12.48M Shares 13,940 Est. Cost $872.13 Unrealized +9.8%
JCI JOHNSON CONTROLS INTERNATION 5.1%
Value $11.77M Shares 89,850 Est. Cost $114.81 Unrealized +9.8%
AME AMETEK INC 4.6%
Value $10.7M Shares 49,894 Est. Cost $194.36 Unrealized +14.9%
BA BOEING CO 4.4%
Value $10.29M Shares 51,716 Est. Cost $215.65 Unrealized +10.6%
ETN EATON CORP PLC 4.4%
Value $10.09M Shares 28,200 Est. Cost $353.63 Unrealized 0.0%
CSX CSX CORP 4.2%
Value $9.636M Shares 234,726 Est. Cost $36.12 Unrealized +6.7%
CAT CATERPILLAR INC 4.1%
Value $9.476M Shares 13,375 Est. Cost $684.39 Unrealized 0.0%
AIT APPLIED INDL TECHNOLOGIES IN 3.9%
Value $9.021M Shares 34,000 Est. Cost $255.14 Unrealized +8.0%
FERG FERGUSON ENTERPRISES INC 3.6%
Value $8.319M Shares 35,662 Est. Cost $241.87 Unrealized +3.8%
IEX IDEX CORP 3.5%
Value $8.023M Shares 42,329 Est. Cost $193.74 Unrealized +2.8%
LIN LINDE PLC 3.2%
Value $7.491M Shares 15,161 Est. Cost $431.65 Unrealized +6.6%
DOV DOVER CORP 3.2%
Value $7.477M Shares 35,871 Est. Cost $185.38 Unrealized +15.8%
APD AIR PRODUCTS AND CHEMICALS I 3.2%
Value $7.403M Shares 25,483 Est. Cost $271.49 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 3.1%
Value $7.143M Shares 11,819 Est. Cost $600.88 Unrealized 0.0%
WWD WOODWARD INC 2.9%
Value $6.699M Shares 18,717 Est. Cost $353.24 Unrealized 0.0%
TKR TIMKEN CO 2.9%
Value $6.653M Shares 66,150 Est. Cost $79.55 Unrealized +23.7%
CRS CARPENTER TECHNOLOGY CORP 2.7%
Value $6.286M Shares 15,947 Est. Cost $349.30 Unrealized 0.0%
WAB WABTEC 2.4%
Value $5.673M Shares 22,700 Est. Cost $205.33 Unrealized +16.4%
WM WASTE MGMT INC DEL 2.2%
Value $5.043M Shares 21,947 Est. Cost $226.07 Unrealized 0.0%
KEX KIRBY CORP 2.1%
Value $4.845M Shares 36,460 Est. Cost $116.43 Unrealized +7.0%
JBTM JBT MAREL CORPORATION 2.0%
Value $4.731M Shares 37,000 Est. Cost $159.62 Unrealized 0.0%
NDSN NORDSON CORP 2.0%
Value $4.596M Shares 17,275 Est. Cost $234.27 Unrealized +18.3%
EMR EMERSON ELEC CO 2.0%
Value $4.586M Shares 35,000 Est. Cost $148.47 Unrealized 0.0%
HD HOME DEPOT INC 1.8%
Value $4.276M Shares 13,000 Est. Cost $376.98 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 1.7%
Value $3.954M Shares 76,249 Est. Cost $54.38 Unrealized +8.7%
NOVT NOVANTA INC 1.6%
Value $3.61M Shares 30,563 Est. Cost $113.88 Unrealized +19.2%
CP CANADIAN PACIFIC KANSAS CITY 1.5%
Value $3.54M Shares 45,000 Est. Cost $77.24 Unrealized 0.0%
NUE NUCOR CORP 1.4%
Value $3.236M Shares 19,137 Est. Cost $149.77 Unrealized +19.1%
WTS WATTS WATER TECHNOLOGIES INC 1.4%
Value $3.171M Shares 10,922 Est. Cost $275.88 Unrealized +10.9%
SKY CHAMPION HOMES INC 1.4%
Value $3.135M Shares 42,150 Est. Cost $85.64 Unrealized +5.4%
TEX TEREX CORP NEW 1.3%
Value $3.079M Shares 52,101 Est. Cost $62.32 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 1.3%
Value $3.018M Shares 5,126 Est. Cost $621.36 Unrealized +6.4%
VIXY PROSHARES TR II 1.2%
Value $2.889M Shares 84,105 Est. Cost $26.08 Unrealized
APH AMPHENOL CORP 1.2%
Value $2.78M Shares 22,000 Est. Cost $146.40 Unrealized 0.0%
CWST CASELLA WASTE SYS INC 1.2%
Value $2.777M Shares 35,000 Est. Cost $101.70 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 1.2%
Value $2.742M Shares 36,000 Est. Cost $65.21 Unrealized 0.0%
UTI UNIVERSAL TECHNICAL INST INC 1.2%
Value $2.709M Shares 75,048 Est. Cost $28.59 Unrealized 0.0%
ROG ROGERS CORP 1.2%
Value $2.705M Shares 25,200 Est. Cost $101.35 Unrealized 0.0%
FPS FORGENT POWER SOLUTIONS INC 1.1%
Value $2.488M Shares 85,000 Est. Cost $29.27 Unrealized
CTRI CENTURI HOLDINGS INC 1.0%
Value $2.4M Shares 82,176 Est. Cost $22.36 Unrealized +28.4%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $26,214 Shares 353 Est. Cost $74.48 Unrealized 0.0%
HQY HEALTHEQUITY INC 0.0%
Value $24,653 Shares 295 Est. Cost $83.16 Unrealized 0.0%
BTSG BRIGHTSPRING HEALTH SVCS INC 0.0%
Value $23,521 Shares 552 Est. Cost $39.42 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC 0.0%
Value $23,074 Shares 481 Est. Cost $42.28 Unrealized 0.0%
NTRA NATERA INC 0.0%
Value $22,399 Shares 112 Est. Cost $225.87 Unrealized 0.0%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value $22,119 Shares 117 Est. Cost $169.07 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value $22,000 Shares 120 Est. Cost $183.25 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $21,773 Shares 359 Est. Cost $57.43 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value $21,739 Shares 73 Est. Cost $367.10 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value $21,606 Shares 123 Est. Cost $203.93 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value $21,387 Shares 421 Est. Cost $42.94 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value $21,344 Shares 65 Est. Cost $339.56 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $20,867 Shares 872 Est. Cost $24.57 Unrealized 0.0%
DOCS DOXIMITY INC 0.0%
Value $20,854 Shares 895 Est. Cost $34.99 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $20,835 Shares 77 Est. Cost $308.69 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $20,821 Shares 260 Est. Cost $81.94 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $20,745 Shares 45 Est. Cost $520.97 Unrealized 0.0%
CON CONCENTRA GROUP HOLDINGS PAR 0.0%
Value $20,742 Shares 967 Est. Cost $22.14 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value $20,540 Shares 77 Est. Cost $280.70 Unrealized 0.0%
ALHC ALIGNMENT HEALTHCARE INC 0.0%
Value $20,298 Shares 1,152 Est. Cost $21.44 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value $20,020 Shares 53 Est. Cost $450.74 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value $19,666 Shares 35 Est. Cost $670.28 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value $19,315 Shares 21 Est. Cost $1047.09 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value $19,305 Shares 92 Est. Cost $264.39 Unrealized 0.0%
OPCH OPTION CARE HEALTH INC 0.0%
Value $19,059 Shares 708 Est. Cost $34.40 Unrealized 0.0%
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value $11,828 Shares 294 Est. Cost $22.69 Unrealized 0.0%
XENE XENON PHARMACEUTICALS INC 0.0%
Value $8,083 Shares 139 Est. Cost $41.98 Unrealized 0.0%
TERN TERNS PHARMACEUTICALS INC 0.0%
Value $7,539 Shares 143 Est. Cost $37.46 Unrealized 0.0%
LQDA LIQUIDIA CORPORATION 0.0%
Value $7,359 Shares 195 Est. Cost $37.92 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value $6,933 Shares 172 Est. Cost $38.80 Unrealized 0.0%
CYTK CYTOKINETICS INC 0.0%
Value $6,525 Shares 99 Est. Cost $64.44 Unrealized 0.0%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $6,487 Shares 262 Est. Cost $23.86 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value $6,202 Shares 120 Est. Cost $94.37 Unrealized 0.0%
CELC CELCUITY INC 0.0%
Value $6,164 Shares 54 Est. Cost $107.47 Unrealized 0.0%
PAHC PHIBRO ANIMAL HEALTH CORP 0.0%
Value $6,139 Shares 111 Est. Cost $44.75 Unrealized 0.0%
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value $6,091 Shares 205 Est. Cost $31.03 Unrealized 0.0%
FOLD AMICUS THERAPEUTIC 0.0%
Value $6,088 Shares 421 Est. Cost $14.31 Unrealized 0.0%
ACLX ARCELLX INC 0.0%
Value $6,085 Shares 53 Est. Cost $71.30 Unrealized 0.0%
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $6,085 Shares 36 Est. Cost $180.27 Unrealized 0.0%
COGT COGENT BIOSCIENCES INC 0.0%
Value $6,043 Shares 157 Est. Cost $37.37 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value $5,865 Shares 34 Est. Cost $197.49 Unrealized 0.0%
RGEN REPLIGEN CORP 0.0%
Value $5,655 Shares 48 Est. Cost $152.40 Unrealized 0.0%
MLYS MINERALYS THERAPEUTICS INC 0.0%
Value $5,635 Shares 208 Est. Cost $31.36 Unrealized 0.0%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.0%
Value $5,631 Shares 239 Est. Cost $26.85 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $5,623 Shares 87 Est. Cost $73.62 Unrealized 0.0%
TARS TARSUS PHARMACEUTICALS INC 0.0%
Value $5,612 Shares 80 Est. Cost $69.71 Unrealized 0.0%
BRKR BRUKER CORP 0.0%
Value $5,599 Shares 155 Est. Cost $45.39 Unrealized 0.0%
RCUS ARCUS BIOSCIENCES INC 0.0%
Value $5,573 Shares 258 Est. Cost $21.27 Unrealized 0.0%
SHC SOTERA HEALTH CO 0.0%
Value $5,492 Shares 383 Est. Cost $18.05 Unrealized 0.0%
SLNO SOLENO THERAPEUTICS INC 0.0%
Value $5,122 Shares 153 Est. Cost $41.63 Unrealized 0.0%
OCUL OCULAR THERAPEUTIX INC 0.0%
Value $4,853 Shares 573 Est. Cost $9.83 Unrealized 0.0%
ALMS ALUMIS INC 0.0%
Value $4,472 Shares 203 Est. Cost $24.33 Unrealized 0.0%
MAZE MAZE THERAPEUTICS INC 0.0%
Value $4,000 Shares 134 Est. Cost $44.04 Unrealized 0.0%
VRDN VIRIDIAN THERAPEUTICS INC 0.0%
Value $3,971 Shares 203 Est. Cost $30.84 Unrealized 0.0%
WVE WAVE LIFE SCIENCES LTD 0.0%
Value $3,139 Shares 433 Est. Cost $13.75 Unrealized 0.0%