Smith Asset Management Group LP Buys Oracle Corp, Facebook Inc, Honeywell International Inc, Sells Arista Networks Inc, Boeing Co, F5 Networks Inc

• New Purchases: ORCL, ROP, CMCSA, EPAM, JAZZ, MA, CERN, NVR, STE, OMC, ZS, PAYC, TTD, NVDA, COO, SBUX, MASI, TXN, AVGO, EVRI, UCBI, ACIA, BBSI, OSIS, WNC, FLDM, CSOD, PLAY, BMCH, AKRX, BSIG, FLWS, UNF, GEF, LCI, IPAR, APYX, NX, OPI, WTFC, VSI, CNS, AMP, SCHN, RJF, STL, BEN, SND,
• Added Positions: FB, HON, ZBRA, MRK, CSCO, SKX, VOYA, BAH, V, SBGI, CHE, ACN, ABBV, VAR, BIIB, RHI, AAPL, PRAH, PCRX, MED, QLYS, SPSC, SYNH, ASRT, FDEF, RARE, BP, DOW, ENSG, CVI, EAT, WFC, TTEK, CPSI, PRGS, PNC, NTRS, NYCB, DD, HIG,
• Reduced Positions: ANET, BA, PANW, NTAP, LSTR, FL, ORLY, WBA, EWBC, LLY, GOOGL, HUM, ETFC, PGR, GOOG, LIN, CDNS, EL, LYB, ADBE, MSFT, TGT, WMT, AZO, ADP, NSC, BAX, PYPL, DECK, BMY, CNC, DOV, AGN, HII, TRIP, BAC, PG, CNK, AMT, CVX, ETN, PVH, AMZN, DVN, USB, XOM, VFC, AAP, MOH, DFS, CSX, CHCO, KO, COLM, COST, EEFT, MANH, SCL, STRA, SYY, INVA, UNH, OMAB, CDW, CB, NSP, AFL, ALL, AHT, OZK, BRK.B, BSTC, BLK, SAM, BDN, C, COP, EME, EBF, FITB, GILD, GSBC, ITGR, DIN, BCOR, ICE, IP, JCOM, SPGI, MET, MT, MUR, NANO, NVMI, OFG, PRU, RGEN, SF, WRLD, ZION, EVR, EBS, SBH, GTS, PCOM, CCXI, GNRC, OAS, APTS, RLJ, SUPN, LNTH, SYF, VEC, YETI,
• Sold Out: FFIV, EXPD, CRM, WCG, HDS, DRI, URI, IR, CI, TEAM, SPR, UNP, ELAN, ABB, VMW, VRTU, FLT, HD, WAT, TTWO, CE, PH, CVLT, STI, LEA, ENS, EMR, GDOT, LOGM, JWN, HF, CELG, WH, RDNT, TYPE, MCRN, WSFS, USNA, HZO, LKFN, KAI, RH, BRSS, CRCM, INGN, TSE, GWB, CYCN, PRTY, PAHC, NGHC, WOR, AAWW, MMI, BOV, TMHC, GOKA, HELE, HTLF, GPI, GTN, FMBH, FBNC, FISI, FDS, CNO, CMA, CENT, BRC, AGX, HCKT, ANIK, ARC, AMN, VSH, XPER, TECD, SYKE, SBOW, STT, SHBI, SHEN, SIVB, QCRH, NWE, NNBR, MTZ, TBI, KNL, KMT, IDA,

For the details of Smith Asset Management Group LP's stock buys and sells, go to https://www.gurufocus.com/guru/smith+asset+management+group+lp/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 1,406,592 shares, 6.32% of the total portfolio. Shares reduced by 2.8%
2. Facebook Inc (FB) - 674,546 shares, 4.37% of the total portfolio. Shares added by 54.10%
3. Apple Inc (AAPL) - 546,267 shares, 3.63% of the total portfolio. Shares added by 2.89%
4. Amazon.com Inc (AMZN) - 48,799 shares, 3.10% of the total portfolio. Shares reduced by 1.68%
5. Adobe Inc (ADBE) - 251,054 shares, 2.48% of the total portfolio. Shares reduced by 6.76%

Smith Asset Management Group LP initiated holding in Oracle Corp. The purchase prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $53.59. The impact to a portfolio due to this purchase was 1.9%. The holding were 992,560 shares as of .

Smith Asset Management Group LP initiated holding in Roper Technologies Inc. The purchase prices were between $342.92 and $367.61, with an estimated average price of $354.75. The stock is now traded at around $357.41. The impact to a portfolio due to this purchase was 1.12%. The holding were 91,330 shares as of .

Smith Asset Management Group LP initiated holding in Comcast Corp. The purchase prices were between $40.02 and $43.68, with an estimated average price of $42.2. The stock is now traded at around $43.18. The impact to a portfolio due to this purchase was 0.98%. The holding were 687,788 shares as of .

Smith Asset Management Group LP initiated holding in EPAM Systems Inc. The purchase prices were between $162.87 and $179.36, with an estimated average price of $172.14. The stock is now traded at around $188.02. The impact to a portfolio due to this purchase was 0.85%. The holding were 145,724 shares as of .

Smith Asset Management Group LP initiated holding in Jazz Pharmaceuticals PLC. The purchase prices were between $125.55 and $144.48, with an estimated average price of $134.33. The stock is now traded at around $134.83. The impact to a portfolio due to this purchase was 0.74%. The holding were 153,970 shares as of .

Smith Asset Management Group LP initiated holding in Mastercard Inc. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $274.36. The impact to a portfolio due to this purchase was 0.62%. The holding were 70,090 shares as of .

Smith Asset Management Group LP added to a holding in Facebook Inc by 54.10%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $183.70. The impact to a portfolio due to this purchase was 1.53%. The holding were 674,546 shares as of .

Smith Asset Management Group LP added to a holding in Honeywell International Inc by 368.64%. The purchase prices were between $159.97 and $176.29, with an estimated average price of $168.82. The stock is now traded at around $165.03. The impact to a portfolio due to this purchase was 1.22%. The holding were 263,800 shares as of .

Smith Asset Management Group LP added to a holding in Zebra Technologies Corp by 80.56%. The purchase prices were between $167.69 and $235.44, with an estimated average price of $201.7. The stock is now traded at around $203.50. The impact to a portfolio due to this purchase was 1.03%. The holding were 326,849 shares as of .

Smith Asset Management Group LP added to a holding in Merck & Co Inc by 203.30%. The purchase prices were between $73.19 and $85.51, with an estimated average price of $80.15. The stock is now traded at around $85.06. The impact to a portfolio due to this purchase was 0.9%. The holding were 475,357 shares as of .

Smith Asset Management Group LP added to a holding in Cisco Systems Inc by 486558.82%. The purchase prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $46.96. The impact to a portfolio due to this purchase was 0.61%. The holding were 330,928 shares as of .

Smith Asset Management Group LP added to a holding in Skechers USA Inc by 100.49%. The purchase prices were between $27.59 and $35.28, with an estimated average price of $30.84. The stock is now traded at around $31.02. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,040,710 shares as of .

Smith Asset Management Group LP sold out a holding in F5 Networks Inc. The sale prices were between $132.08 and $168.15, with an estimated average price of $149.72.

Smith Asset Management Group LP sold out a holding in Expeditors International of Washington Inc. The sale prices were between $69.59 and $80.5, with an estimated average price of $75.5.

Smith Asset Management Group LP sold out a holding in Salesforce.com Inc. The sale prices were between $145.1 and $165.96, with an estimated average price of $156.67.

Smith Asset Management Group LP sold out a holding in WellCare Health Plans Inc. The sale prices were between $246.75 and $299.29, with an estimated average price of $275.37.

Smith Asset Management Group LP sold out a holding in HD Supply Holdings Inc. The sale prices were between $39.35 and $47, with an estimated average price of $42.9.

Smith Asset Management Group LP sold out a holding in Darden Restaurants Inc. The sale prices were between $114.42 and $124.78, with an estimated average price of $118.98.