StockDriftsStockDriftsTop 50 Smith Group Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | 4.23% | 56.4K | $83.0M | -7.71%(-4.71K) | $612.28(+194.69%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 4.19% | 59.6K | $82.1M | -8.18%(-5.30K) | $446.60(+346.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.03% | 311.5K | $79.1M | +4.90%(+14.56K) | $196.75(+52.60%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.99% | 252.8K | $78.3M | +11.20%(+25.46K) | $195.61(+117.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.85% | 262.6K | $75.5M | +6.52%(+16.07K) | $161.07(+146.33%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 3.7% | 81.1K | $72.6M | +11.87%(+8.60K) | $515.75(+67.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 175.3K | $64.9M | +5.54%(+9.20K) | $372.54(+13.26%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.15% | 61.9K | $61.7M | +9.02%(+5.12K) | $701.51(+49.53%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.77% | 170.8K | $54.3M | +8.16%(+12.89K) | $246.74(+69.20%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 2.76% | 62.6K | $54.2M | +7.86%(+4.56K) | $526.07(+44.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.02% | +72.87% |
| Top 20 Holdings Unweighted | +19.40% | +70.21% |
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