Sheets Smith Investment Management - Portfolio overview

Sheets Smith Investment Management has 136 reported holdings in this dataset, with the latest filing dated 2025-10-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEPQ - J P MORGAN EXCHANGE TRADED F, 7.78%
2. BIL - SPDR SERIES TRUST, 2.60%
3. APP - APPLOVIN CORP, 2.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.