Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
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.