SS

Sheets Smith Investment Management

13F
Sheets Smith Investment Management
Last update 2025-06-12 42 Stocks (8 new)
Value $100.00 Mil Turnover 34 %
Countries:
Top Holdings: GBIL(34.06%)VCSH(10.79%)RSP(6.11%)VCIT(4.46%)NVDA(2.43%)
Summary Stock Picks Current Portfolio
Sheets Smith Investment Manage... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
341,069
34,168.3
+348.16%
34.060
+26.46%
0.550
+0.99%
+2.18%
6,377.4
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
137,099
10,822.6
+1.52%
10.790
+0.16%
0.030
+1.88%
+3.77%
35,004.9
 
RSP
Invesco S&P 500 Equal Weight ETF
35,387
6,130.1
-0.15%
6.110
-0.01%
0.010
+13.69%
+6.04%
74,012.7
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
54,677
4,470.4
-1.24%
4.460
-0.05%
0.010
+3.07%
+4.86%
53,338.9
 
NVDA
NVIDIA Corp
22,467
2,435.0
-0.18%
2.430
0%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
12,375
2,354.5
+2.98%
2.350
+0.07%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
PLMR
Palomar Holdings Inc
15,408
2,112.1
-0.10%
2.110
0%
0.060
-6.83%
+32.17%
3,732.1
Insurance
TMUS
T-Mobile US Inc
7,566
2,017.9
-0.08%
2.010
0%
0.000
-12.97%
+3.66%
257,984.5
Telecommunication Services
HWM
Howmet Aerospace Inc
15,206
1,972.7
-0.16%
1.970
0%
0.000
+54.68%
+74.42%
76,895.9
Aerospace & Defense
CRS
Carpenter Technology Corp
10,422
1,888.3
-0.24%
1.880
0%
0.020
+69.06%
+69.73%
14,307.6
Industrial Products

Sheets Smith Investment Management's Historical Top Holdings Breakdowns

Sheets Smith Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-03-31
Add
Add
+26.46%
●
99.85 ($100.02) 100.19
$100.04
0.02%
Add 348.16%
341,069
264,965
EFIV
SPDR S&P 500 ESG ETF
2025-03-31
Sold Out
Sold Out
-5.45%
●
52.53 ($56.18) 58.51
$59.40
5.73%
Sold Out
0
-113,774
IWV
iShares Russell 3000 ETF
2025-03-31
Reduce
Reduce
-4.48%
●
313.1 ($335.28) 349.83
$357.07
6.50%
Reduce -93.81%
1,044
-15,825
MSFT
Microsoft Corp
2025-03-31
Sold Out
Sold Out
-3.08%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Sold Out
0
-8,621
AAPL
Apple Inc
2025-03-31
Sold Out
Sold Out
-2.11%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Sold Out
0
-9,937
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-2.01%
●
95.85 ($97.76) 99.25
$98.11
0.36%
Sold Out
0
-24,469
VERX
Vertex Inc
2025-03-31
Sold Out
Sold Out
-1.60%
●
31.15 ($45.68) 58.95
$35.10
-23.16%
Sold Out
0
-35,308
ALSN
Allison Transmission Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.51%
●
93.57 ($106.11) 120.35
$86.99
-18.02%
Sold Out
0
-16,495
TEAM
Atlassian Corp
2025-03-31
Sold Out
Sold Out
-1.34%
●
208 ($263.86) 322.94
$194.86
-26.15%
Sold Out
0
-6,492
MELI
MercadoLibre Inc
2025-03-31
New Buy
New Buy
+1.32%
●
1739 ($1984.94) 2260
$2,413.57
21.59%
New holding
677
677

Sheets Smith Investment Management Total Holding History ($B)

To

Sheets Smith Investment Management's Asset Allocation

To

Sheets Smith Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Sheets Smith Investment Management's Hypothetical Growth since 2025-03-31

Sheets Smith Investment Management's Yearly Returns

Year Portfolio % % Excess Gain %

Sheets Smith Investment Management's Holdings Heat Map

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Sheets Smith Investment Management's Holdings Bubble Chart

Sheets Smith Investment Management News

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