Smith Group Asset Management, LLC - Portfolio overview

Smith Group Asset Management, LLC has 209 reported holdings in this dataset, with the latest filing dated 2026-05-18.

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. KLAC - KLA CORP, 3.90%
2. FIX - COMFORT SYS USA INC, 3.86%
3. AAPL - APPLE INC, 3.72%

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.