Managed by Smith Group Asset Management, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $80.3M |
| 166.1K |
| 0.00% |
| — |
| 6 | M MSFT — | $80.1M | 154.6K | 0.00% | — |
| 7 | A AVGO — | $78.7M | 227.4K | 0.00% | — |
| 8 | G | $77.2M | 246.6K | 0.00% | — |
| 9 | A AVGO — | $74.5M | 225.7K | 0.00% | — |
| 10 | K KLAC — | $74.2M | 61.1K | 0.00% | — |
| 11 | M MSFT — | $73.3M | 147.3K | 0.00% | — |
| 12 | A AAPL — | $70.4M | 410.7K | 0.00% | — |
| 13 | A AAPL — | $70.2M | 275.5K | 0.00% | — |
| 14 | P PH — | $63.7M | 72.5K | 0.00% | — |
| 15 | A AAPL — | $62.6M | 249.9K | 0.00% | — |
| 16 | A APP — | $62M | 86.3K | 0.00% | — |
| 17 | A APP — | $62M | 92.0K | 0.00% | — |
| 18 | K KLAC — | $61.6M | 57.1K | 0.00% | — |
| 19 | F FIX — | $60.5M | 64.9K | 0.00% | — |
| 20 | M MSFT — | $60.4M | 140.3K | 0.00% | — |