Smart Money Group LLC
Smart Money Group LLC reported 86 holdings worth US$390M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Smart Money Group LLC reported 86 holdings worth US$390M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$390M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 17,539 | US$3.51M | 0.90% |
| Alphabet Inc (google) Class C | 9,479 | US$3.39M | 0.87% |
| Apple Inc | 10,477 | US$3.03M | 0.78% |
| First Financial Bankshares, Inc. | 80,599 | US$2.79M | 0.72% |
| Microsoft Corp. | 6,235 | US$2.33M | 0.60% |
| Asml Holding Nv | 1,133 | US$2.25M | 0.58% |
| Amazon.com, Inc. | 9,275 | US$2.21M | 0.57% |
| Berkshire Hathaway Inc. | 4,328 | US$2.17M | 0.56% |
| Johnson & Johnson | 7,656 | US$1.94M | 0.50% |
| Novartis Ag | 11,067 | US$1.73M | 0.45% |
| Broadcom Inc. | 4,201 | US$1.59M | 0.41% |
| Old Dominion Freight Line, Inc. | 6,992 | US$1.51M | 0.39% |
| Meta Platforms, Inc. | 2,680 | US$1.51M | 0.39% |
| Tjx Companies, Inc. (the) | 9,651 | US$1.46M | 0.38% |
| Coca-cola Company (the) | 17,691 | US$1.44M | 0.37% |
| Home Depot, Inc. (the) | 3,866 | US$1.36M | 0.35% |
| Paccar Inc. | 11,116 | US$1.34M | 0.34% |
| Lockheed Martin Corporation | 2,601 | US$1.33M | 0.34% |
| Qualcomm Incorporated | 7,130 | US$1.32M | 0.34% |
| Procter & Gamble Company (the) | 8,891 | US$1.3M | 0.33% |
| Abbvie Inc. | 5,002 | US$1.26M | 0.32% |
| Eog Resources, Inc. | 9,326 | US$1.21M | 0.31% |
| W.w. Grainger, Inc. | 875 | US$1.19M | 0.31% |
| Autozone, Inc. | 370 | US$1.18M | 0.30% |
| Mastercard Incorporated | 2,241 | US$1.15M | 0.30% |
| Lowe's Companies, Inc. | 5,175 | US$1.14M | 0.29% |
| Moody's Corporation | 2,499 | US$1.13M | 0.29% |
| Unilever Plc | 18,734 | US$1.13M | 0.29% |
| Lam Research Corporation | 2,599 | US$1.13M | 0.29% |
| Emcor Group, Inc. | 1,289 | US$1.07M | 0.27% |
| S&p Global Inc. | 2,486 | US$1.01M | 0.26% |
| Enterprise Products Partners L.p. | 27,352 | US$1.01M | 0.26% |
| Walmart Inc. | 8,205 | US$929K | 0.24% |
| Copart, Inc. | 31,613 | US$891K | 0.23% |
| American Electric Power Company, Inc. | 5,981 | US$818K | 0.21% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,479 | US$706K | 0.18% |
| Chevron Corporation | 3,206 | US$531K | 0.14% |
| Celestica Inc. | 1,414 | US$516K | 0.13% |
| Costco Wholesale Corporation | 535 | US$500K | 0.13% |
| Rockwell Automation, Inc. | 918 | US$455K | 0.12% |
| Blackstone Inc. | 3,391 | US$399K | 0.10% |
| Vertiv Holdings, Llc | 1,092 | US$366K | 0.09% |
| Tesla, Inc. | 865 | US$364K | 0.09% |
| Powell Industries, Inc. | 1,119 | US$321K | 0.08% |
| Arista Networks, Inc. | 1,720 | US$292K | 0.08% |
| Kinder Morgan, Inc. | 9,026 | US$289K | 0.07% |
| Eli Lilly And Company | 235 | US$282K | 0.07% |
| Palantir Technologies Inc. | 1,927 | US$225K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
Source
View original at SEC
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