SEC Form 13F

Smith Group Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$2,456,005,052
Positions166

Largest disclosed positions

IssuerTickerClassReported valueReported amount
KLA CORPKLACCOM NEW$137,447,309455,561
COMFORT SYS USA INCFIXCOM$102,611,49751,773
ALPHABET INCGOOGLCAP STK CL A$102,321,464286,318
BROADCOM INCAVGOCOM$100,294,136265,504
APPLE INCAAPLCOM$92,118,045318,351
ADVANCED MICRO DEVICES INCAMDCOM$91,787,846158,007
PARKER-HANNIFIN CORPPHCOM$84,950,70086,851
LAM RESEARCH CORPLRCXCOM NEW$76,156,448175,747
ARISTA NETWORKS INCANETCOM SHS$73,872,148434,849
ANALOG DEVICES INCADICOM$72,241,648181,891

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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