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.

Portfolio value $112 Million
ETFs: $36.8 Million
Technology: $30.2 Million
Industrials: $9.75 Million
Financial Services: $7.13 Million
Communication Services: $7.06 Million
Consumer Cyclical: $6.66 Million
Healthcare: $3.79 Million
Energy: $2.67 Million
Other: $1.37 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.5M
$14,000 0.01% of portfolio
22,338
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $112 Million
  • Prior Value $89.3 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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