Sheets Smith Investment Management Purchases in Q3 2025

Sheets Smith Investment Management

  • $139 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
124K
+ 147.99%
$53.81 - $57.52 $6.67M - $7.13M
208K $11.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
43.5K
New
$91.44 - $91.77 $3.97M - $3.99M
43.5K $3.99M
PIM
Putnam Master Intermediate Income Trust

Financial Services
1.1M
New
$3.29 - $3.49 $3.63M - $3.85M
1.1M $3.8M
BAC
Bank Of America Corp

Financial Services
46.4K
New
$44.92 - $52.42 $2.09M - $2.43M
46.4K $2.39M
MRVL
Marvell Technology, Inc.

Technology
23.2K
New
$62.31 - $84.07 $1.45M - $1.95M
23.2K $1.95M
AGI
Alamos Gold Inc

Basic Materials
47.2K
New
$24.3 - $34.86 $1.15M - $1.65M
47.2K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
6.94K
+ 91.07%
$211.65 - $238.24 $1.47M - $1.65M
14.6K $3.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.2K
New
$567.77 - $614.76 $1.25M - $1.35M
2.2K $1.35M
MPWR
Monolithic Power Systems Inc

Technology
1.45K
New
$711.24 - $922.81 $1.03M - $1.34M
1.45K $1.34M
BANC
Banc Of California, Inc.

Financial Services
79.3K
New
$14.16 - $17.05 $1.12M - $1.35M
79.3K $1.31M
JBT
John Bean Technologies Corp

Industrials
9.09K
New
N/A
9.09K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
1.59K
New
$620.67 - $670.08 $985K - $1.06M
1.59K $1.06M
ERO
Ero Copper Corp.

Basic Materials
48.9K
New
$12.98 - $20.23 $634K - $988K
48.9K $988K
NU
Nu Holdings Ltd.

Financial Services
61.6K
New
$11.92 - $16.3 $735K - $1M
61.6K $986K
EBC
Eastern Bankshares, Inc.

Financial Services
54.3K
New
$15.03 - $18.34 $816K - $995K
54.3K $985K
FTI
Technip Fmc PLC

Energy
24.3K
New
$32.19 - $40.89 $781K - $992K
24.3K $956K
PLTR
Palantir Technologies Inc.

Technology
1.46K
+ 9.77%
$130.68 - $186.97 $191K - $273K
16.4K $2.99M
DERM
Journey Medical Corp

Healthcare
133K
New
$6.9 - $8.54 $917K - $1.14M
133K $940K
LLY
Eli Lilly & CO

Healthcare
1.19K
New
$625.65 - $812.69 $745K - $967K
1.19K $907K
NGD
New Gold Inc.

Basic Materials
753
+ 0.2%
$4.13 - $7.18 $3.11K - $5.41K
383K $2.75M
MTZ
Mastec Inc

Industrials
4.01K
New
$168.23 - $212.81 $675K - $854K
4.01K $853K
NVDA
Nvidia Corp

Technology
1.68K
+ 9.34%
$153.3 - $186.58 $257K - $313K
19.7K $3.67M
AVGO
Broadcom Inc.

Technology
2.3K
New
$264.74 - $369.57 $610K - $851K
2.3K $760K
MSFT
Microsoft Corp

Technology
1.31K
+ 40.3%
$491.09 - $535.64 $642K - $700K
4.55K $2.36M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
79.4K
New
$8.7 - $9.11 $691K - $724K
79.4K $723K
LC
Lending Club Corp

Financial Services
43.4K
New
$12.25 - $17.67 $532K - $767K
43.4K $659K
VIAV
Viavi Solutions Inc.

Technology
51.8K
New
$9.76 - $12.69 $506K - $658K
51.8K $657K
PRVA
Privia Health Group, Inc.

Healthcare
26.3K
New
$18.86 - $24.9 $496K - $654K
26.3K $654K
SAND
Sandstorm Gold LTD

Basic Materials
52.2K
New
$9.36 - $12.52 $489K - $654K
52.2K $653K
CENX
Century Aluminum CO

Basic Materials
22.2K
New
$18.1 - $29.4 $402K - $653K
22.2K $651K
GE
General Electric CO

Industrials
1.14K
+ 17.73%
$244.75 - $305.63 $279K - $348K
7.56K $2.27M
XMTR
Xometry, Inc.

Industrials
3.75K
+ 26.96%
$30.97 - $55.91 $116K - $210K
17.7K $962K
VERU
Veru Inc.

Healthcare
139K
+ 620.93%
$0.37 - $3.86 $51.3K - $535K
161K $611K
BA
Boeing CO

Industrials
2.76K
New
$209.79 - $237.38 $579K - $655K
2.76K $595K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.3K
New
$55.61 - $57.37 $574K - $592K
10.3K $589K
KMB
Kimberly Clark Corp

Consumer Defensive
4.37K
New
$121.72 - $136.77 $532K - $598K
4.37K $543K
ABBV
Abb Vie Inc.

Healthcare
2.25K
New
$184.85 - $231.54 $415K - $520K
2.25K $520K
AXON
Axon Enterprise, Inc.

Industrials
710
New
$698.02 - $870.97 $496K - $618K
710 $509K
GLW
Corning Inc

Technology
6.15K
New
$51.6 - $82.03 $317K - $504K
6.15K $504K
AAPL
Apple Inc.

Technology
1.9K
New
$202.38 - $256.87 $385K - $489K
1.9K $484K
TBBK
Bancorp, Inc.

Financial Services
362
+ 1.53%
$58.16 - $79.6 $21.1K - $28.8K
24K $1.8M
GPS
Gap Inc

Consumer Cyclical
21.8K
New
N/A
21.8K $440K
C
Citigroup Inc

Financial Services
554
+ 2.5%
$85.57 - $103.49 $47.4K - $57.3K
22.7K $2.3M
BAX
Baxter International Inc

Healthcare
17.6K
New
$21.71 - $31.23 $382K - $550K
17.6K $401K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
27.5K
New
$14.49 - $14.86 $399K - $409K
27.5K $398K
AMD
Advanced Micro Devices Inc

Technology
535
+ 3.94%
$134.8 - $184.42 $72.1K - $98.7K
14.1K $2.28M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.48K
New
$205.52 - $234.96 $305K - $349K
1.48K $348K
VKTX
Viking Therapeutics, Inc.

Healthcare
13.4K
New
$23.09 - $42.09 $309K - $562K
13.4K $341K
DX
Dynex Capital Inc

Real Estate
27.4K
New
$11.85 - $12.93 $325K - $355K
27.4K $337K
Activity Summary
Buys All Purchases 117 New Holdings 86 Increased Positions 31 Sells All Sells 42 Reductions 18 Sold out 24 Options Calls 0 Puts 0
Track This Portfolio

Track Sheets Smith Investment Management Portfolio

Follow Sheets Smith Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email