Sheets Smith Investment Management Portfolio Holdings

Sheets Smith Investment Management

  • $89.3 Million
  • Q4 2022

Sheets Smith Investment Management has filed its 13F form on February 10, 2023 for Q4 2022 where it was disclosed a total value porftolio of $89.3 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Access Treasury with a value of $57.3M, Ishares Russell 3000 ETF with a value of $4.16M, Vanguard with a value of $2.9M, Exxon Mobil Corp with a value of $2.55M, and Microsoft Corp with a value of $2.06M.

Examining the 13F form we can see an increase of $3.25M in the current position value, from $86M to 89.3M.

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 $89.3 Million
ETFs: $65.1 Million
Energy: $6.89 Million
Technology: $4.26 Million
Industrials: $2.71 Million
Financial Services: $2.64 Million
Consumer Cyclical: $2.33 Million
Healthcare: $2.15 Million
Consumer Defensive: $2 Million
Other: $1.14 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $89.3 Million
  • Prior Value $86 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 10, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 12 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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