Sheets Smith Investment Management Portfolio Holdings

Sheets Smith Investment Management

  • $139 Million
  • Q3 2025

Sheets Smith Investment Management has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $11.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $3.99M, App Lovin Corp with a value of $3.95M, Putnam Master Intermediate Income Trust with a value of $3.8M, and Nvidia Corp with a value of $3.67M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $108M to 139M. Also it can be appreciated an additional of 86 stocks purchases and 24 closed positions.

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 $139 Million
Technology: $30 Million
ETFs: $27 Million
Financial Services: $25.4 Million
Industrials: $14.6 Million
Healthcare: $9.25 Million
Basic Materials: $8.97 Million
Consumer Cyclical: $8.95 Million
Communication Services: $5.35 Million
Other: $9.35 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.8 Million 2.73% of portfolio
1,102,294
Q3 2025 New
$0
$723,000 0.52% of portfolio
79,426
Q3 2025 New
$0
$398,000 0.29% of portfolio
27,515
Q3 2025 New
$0
$237,000 0.17% of portfolio
19,224
Q3 2025 New
$47.5M
$132,000 0.09% of portfolio
55,180
Q3 2025 New
$0
$89,000 0.06% of portfolio
28,720
Q3 2025 New
$24.7M
$46,000 0.03% of portfolio
67,000
Q3 2025 New
$0
$0 0.0% of portfolio
12,622
Q3 2025 Added 0.35%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $139 Million
  • Prior Value $108 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 86 stocks
  • Additional Purchases 31 stocks
  • Sold out of 24 stocks
  • Reduced holdings in 18 stocks
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