Sheets Smith Investment Management Portfolio Holdings
Sheets Smith Investment Management
- $112 Million
- Q4 2024
Sheets Smith Investment Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $10.5M, Goldman Sachs Access Treasury with a value of $7.6M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $6.43M, Invesco S&P 500 Equal Weight E with a value of $6.21M, and Ishares Russell 3000 ETF with a value of $5.64M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $89.3M to 112M.
Sheets Smith Investment Management is based out at Houston, TX
Below you can find more details about Sheets Smith Investment Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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