SMA Capital LLC - Portfolio overview

SMA Capital LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Basic Materials.

Largest reported holdings by portfolio allocation

1. PH - PARKER-HANNIFIN CORP, 5.57%
2. JCI - JOHNSON CONTROLS INTERNATION, 5.25%
3. AME - AMETEK INC, 4.77%

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

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