StockDriftsStockDriftsTop 50 Sheets Smith Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 7.06% | 101.2K | $8.0M | — | $76.76(+3.94%) | 2025-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4% | 83.8K | $4.6M | — | $53.62(+10.36%) | 2025-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.86% | 39.3K | $3.3M | — | $81.70(+2.55%) | 2025-06-30 | |
| CRS | CARPENTER TECHNOLOGY CORP | 2.53% | 10.4K | $2.9M | — | $170.74(+88.15%) | 2025-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.49% | 18.0K | $2.8M | — | $37.04(+399.62%) | 2025-06-30 | |
| HWM | HOWMET AEROSPACE INC | 2.37% | 14.5K | $2.7M | — | $113.23(+85.48%) | 2025-06-30 | |
| MELI | MERCADOLIBRE INC | 2.08% | 906 | $2.4M | — | $1616.18(+34.87%) | 2025-06-30 | |
| PLMR | PALOMAR HLDGS INC | 2.04% | 15.1K | $2.3M | — | $101.53(+26.75%) | 2025-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.79% | 14.9K | $2.0M | — | $70.35(+151.41%) | 2025-06-30 | |
| APP | APPLOVIN CORP | 1.74% | 5.7K | $2.0M | — | $272.22(+126.48%) | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +88.58% |
Sheets Smith Investment Management reports $113.90M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (7.1%), JEPQ (4.0%) and VCIT (2.9%). The top 20 holdings account for 45.14% of reported assets. Its disclosed equity book has returned +40.17% cumulatively over 4 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sheets Smith Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1785199). View Sheets Smith Investment Management’s 13F filings on SEC