Sheets Smith Wealth Management
Sheets Smith Wealth Management reported 408 holdings worth US$1B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Sheets Smith Wealth Management reported 408 holdings worth US$1B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Coca-cola Company (the) and Amazon.com, Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 408
- Value as reported
- US$1B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 108K | US$38.8M | 3.9% |
| Coca-cola Company (the) | 318K | US$25.8M | 2.6% |
| Amazon.com, Inc. | 83,872 | US$20M | 2.0% |
| Eli Lilly And Company | 14,264 | US$17.1M | 1.7% |
| Visa Inc. | 46,343 | US$15.9M | 1.6% |
| Apple Inc | 51,597 | US$14.9M | 1.5% |
| Nvidia Corporation | 68,779 | US$13.8M | 1.4% |
| Tjx Companies, Inc. (the) | 68,592 | US$10.4M | 1.0% |
| Ecolab Inc. | 35,882 | US$10M | 1.00% |
| Exxon Mobil Corporation | 71,351 | US$9.76M | 0.98% |
| Public Storage | 26,610 | US$8.47M | 0.85% |
| Coherent Corp. | 20,988 | US$8.28M | 0.83% |
| Jp Morgan Chase & Co. | 23,451 | US$7.68M | 0.77% |
| Simon Property Group, Inc. | 33,264 | US$7.44M | 0.74% |
| Iqvia Holdings, Inc. | 38,080 | US$7.36M | 0.74% |
| Enterprise Products Partners L.p. | 200K | US$7.33M | 0.73% |
| Mastec, Inc. | 17,525 | US$7.29M | 0.73% |
| W.w. Grainger, Inc. | 5,180 | US$7.05M | 0.70% |
| Palo Alto Networks, Inc. | 19,881 | US$6.78M | 0.68% |
| First Citizens Bancshares, Inc. | 3,210 | US$6.68M | 0.67% |
| Pepsico, Inc. | 47,427 | US$6.42M | 0.64% |
| Tractor Supply Company | 197K | US$6.24M | 0.62% |
| Amgen Inc. | 17,231 | US$6.24M | 0.62% |
| W. P. Carey Inc. Reit | 83,010 | US$5.94M | 0.59% |
| Ulta Beauty, Inc. | 12,694 | US$5.72M | 0.57% |
| Copart, Inc. | 199K | US$5.61M | 0.56% |
| Microsoft Corp. | 15,023 | US$5.6M | 0.56% |
| Uber Technologies, Inc. | 71,421 | US$5.15M | 0.52% |
| Lowe's Companies, Inc. | 22,499 | US$4.96M | 0.50% |
| Advanced Micro Devices Inc | 8,419 | US$4.89M | 0.49% |
| Immunitybio, Inc. | 513K | US$4.49M | 0.45% |
| Costco Wholesale Corporation | 4,502 | US$4.21M | 0.42% |
| Cencora, Inc. | 14,438 | US$4.09M | 0.41% |
| Abbvie Inc. | 14,811 | US$3.73M | 0.37% |
| F.n.b. Corporation | 191K | US$3.65M | 0.36% |
| Duke Energy Corporation (holding Company) | 27,917 | US$3.53M | 0.35% |
| Canadian National Railway Company | 28,625 | US$3.41M | 0.34% |
| Blackrock, Inc. | 3,442 | US$3.31M | 0.33% |
| Intuit Inc. | 12,128 | US$3.17M | 0.32% |
| Rbc Bearings Incorporated | 4,446 | US$2.86M | 0.29% |
| Johnson & Johnson | 11,131 | US$2.83M | 0.28% |
| Berkshire Hathaway Inc. | 5,482 | US$2.74M | 0.27% |
| Merck & Company, Inc. | 21,343 | US$2.74M | 0.27% |
| Myr Group, Inc. | 5,320 | US$2.66M | 0.27% |
| Thermo Fisher Scientific Inc | 5,200 | US$2.61M | 0.26% |
| Marvell Technology, Inc. | 8,639 | US$2.57M | 0.26% |
| Tapestry, Inc. | 16,937 | US$2.48M | 0.25% |
| T-mobile Us, Inc. | 14,292 | US$2.4M | 0.24% |
| Dorman Products, Inc. | 15,593 | US$2.13M | 0.21% |
| Servicenow, Inc. | 21,391 | US$2.12M | 0.21% |
| Unitedhealth Group Incorporated | 4,976 | US$2.07M | 0.21% |
| Oneok, Inc. | 23,399 | US$2.03M | 0.20% |
| Solstice Advanced Materials Inc. | 22,199 | US$1.97M | 0.20% |
| Walmart Inc. | 17,226 | US$1.95M | 0.20% |
| Advanced Energy Industries, Inc. | 5,203 | US$1.94M | 0.19% |
| Blackstone Inc. | 16,149 | US$1.9M | 0.19% |
| Ge Vernova Inc. | 1,615 | US$1.9M | 0.19% |
| Otis Worldwide Corporation | 25,801 | US$1.85M | 0.18% |
| Applied Industrial Technologies, Inc. | 5,458 | US$1.85M | 0.18% |
| Dycom Industries, Inc. | 3,514 | US$1.78M | 0.18% |
| Micron Technology, Inc. | 1,506 | US$1.74M | 0.17% |
| Howmet Aerospace Inc. | 6,466 | US$1.74M | 0.17% |
| Carpenter Technology Corporation | 2,783 | US$1.72M | 0.17% |
| Analog Devices, Inc. | 4,222 | US$1.68M | 0.17% |
| Stonex Group Inc. | 13,871 | US$1.64M | 0.16% |
| Williams-sonoma, Inc. | 7,037 | US$1.64M | 0.16% |
| Csx Corporation | 33,674 | US$1.6M | 0.16% |
| Palantir Technologies Inc. | 13,695 | US$1.6M | 0.16% |
| Medpace Holdings, Inc. | 2,962 | US$1.57M | 0.16% |
| Home Depot, Inc. (the) | 4,378 | US$1.54M | 0.15% |
| Mastercard Incorporated | 2,952 | US$1.52M | 0.15% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,144 | US$1.5M | 0.15% |
| Broadcom Inc. | 3,937 | US$1.49M | 0.15% |
| Cisco Systems, Inc. | 12,626 | US$1.48M | 0.15% |
| Ge Aerospace | 3,937 | US$1.47M | 0.15% |
| Stryker Corporation | 4,533 | US$1.43M | 0.14% |
| Mayville Engineering Company, Inc. | 37,897 | US$1.42M | 0.14% |
| Nike, Inc. | 33,629 | US$1.38M | 0.14% |
| Cavco Industries, Inc. | 2,195 | US$1.35M | 0.13% |
| Paychex, Inc. | 13,700 | US$1.35M | 0.13% |
| Bloom Energy Corporation | 4,440 | US$1.34M | 0.13% |
| Charles Schwab Corporation (the) | 14,521 | US$1.34M | 0.13% |
| Coeur Mining, Inc. | 79,741 | US$1.3M | 0.13% |
| Independence Realty Trust, Inc. | 77,490 | US$1.29M | 0.13% |
| Graco Inc. | 16,953 | US$1.28M | 0.13% |
| Applied Materials, Inc. | 1,730 | US$1.25M | 0.13% |
| Southern First Bancshares, Inc. | 19,639 | US$1.2M | 0.12% |
| Union Pacific Corporation | 4,356 | US$1.18M | 0.12% |
| Southern Company (the) | 12,049 | US$1.15M | 0.12% |
| Corning Incorporated | 4,475 | US$1.14M | 0.11% |
| Rtx Corporation | 5,965 | US$1.13M | 0.11% |
| Saia, Inc. | 2,687 | US$1.13M | 0.11% |
| Chevron Corporation | 6,727 | US$1.12M | 0.11% |
| Pan American Silver Corp. | 24,773 | US$1.11M | 0.11% |
| Netflix, Inc. | 15,511 | US$1.11M | 0.11% |
| Aar Corp. | 7,669 | US$1.1M | 0.11% |
| Atlanta Braves Holdings, Inc. - Series A | 20,549 | US$1.07M | 0.11% |
| Barclays Plc | 39,467 | US$1.06M | 0.11% |
| Firstcash Holdings, Inc. | 4,812 | US$1.04M | 0.10% |
| Viavi Solutions Inc. | 21,789 | US$1.04M | 0.10% |
Every holding of Sheets Smith Wealth Management
Source
View original at SEC
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