CIK 1157436
SHEETS SMITH WEALTH MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
393
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 393
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVXL | ANAVEX LIFE SCIENCES CORP | 118K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 2K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| AORT | ARTIVION INC | 9K | $100K–$500K | SH |
| META | META PLATFORMS INC | 614 | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 9K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| SPIN | SSGA ACTIVE TR | 12K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 9K | $100K–$500K | SH |
| VIAV | VIAVI SOLUTIONS INC | 22K | $100K–$500K | SH |
| INCY | INCYTE CORP | 4K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| OKLO | OKLO INC | 5K | $100K–$500K | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| WCC | WESCO INTL INC | 2K | $100K–$500K | SH |
| CASH | PATHWARD FINANCIAL INC | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 15K | $100K–$500K | SH |
| NLR | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| IFRA | ISHARES TR | 7K | $100K–$500K | SH |
| QXO | QXO INC | 19K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 1K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| LC | LENDINGCLUB CORP | 18K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 909 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 379 | $100K–$500K | SH |
| COHU | COHU INC | 14K | $100K–$500K | SH |
| CALM | CAL MAINE FOODS INC | 4K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 6K | $100K–$500K | SH |
| IGIB | ISHARES TR | 6K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 6K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 4K | $100K–$500K | SH |
| ALB | ALBEMARLE CORP | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 461 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| ASIX | ADVANSIX INC | 18K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 27K | $100K–$500K | SH |
| KNSA | KINIKSA PHARMACEUTICALS INTL | 7K | $100K–$500K | SH |
| MSM | MSC INDL DIRECT INC | 4K | $100K–$500K | SH |