| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2022 | 7.0% |
| MICROSOFT CORP | 5 | Q4 2022 | 7.4% |
| ALPHABET INC | 4 | Q2 2022 | 11.3% |
| VANGUARD SCOTTSDALE FDS | 4 | Q4 2022 | 8.5% |
| VANGUARD SCOTTSDALE FDS | 4 | Q4 2022 | 6.7% |
| UNITEDHEALTH GROUP INC | 4 | Q2 2022 | 2.6% |
| ADVANCED MICRO DEVICES INC | 4 | Q2 2022 | 2.0% |
| FLUOR CORP NEW | 4 | Q4 2022 | 2.1% |
| DIAMONDBACK ENERGY INC | 4 | Q4 2022 | 2.2% |
| CHENIERE ENERGY INC | 4 | Q2 2022 | 1.8% |
View Sheets Smith Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-08-22 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-03-24 |
| 13F-HR | 2021-02-24 |
View Sheets Smith Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.