Smith Group Asset Management, LLC - Q12026 Holdings

Smith Group Asset Management, LLC holds 162 stocks with a total portfolio value of $ 1.96B as of Q12026. In Q12026, Smith Group Asset Management, LLC added 22 new positions, increased stakes in 83 stocks, reduced 34 holdings, and fully exited 30 positions. The largest holding is Kla Corp (KLAC), representing 4.23% of the total portfolio.