Sheets Smith Investment Management Top Holdings and 13F Report (2025) About Sheets Smith Investment ManagementInvestment ActivitySheets Smith Investment Management has $117.99 million in total holdings as of December 31, 2024.Sheets Smith Investment Management owns shares of 57 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 81.72% of the portfolio was purchased this quarter.About 64.16% of the portfolio was sold this quarter.This quarter, Sheets Smith Investment Management has purchased 28 new stocks and bought additional shares in 2 stocks.Sheets Smith Investment Management sold shares of 5 stocks and completely divested from 21 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $10,534,860Goldman Sachs Access Treasury 0-1 Year ETF $7,604,312SPDR S&P 500 ESG ETF $6,425,956Invesco S&P 500 Equal Weight ETF $6,210,326iShares Russell 3000 ETF $5,638,463 Largest New Holdings this Quarter SPDR S&P 500 ESG ETF $6,425,956 HoldingInvesco S&P 500 Equal Weight ETF $6,210,326 HoldingVanguard Intermediate-Term Corporate Bond ETF $4,444,068 HoldingAPPLOVIN CORP $3,262,263 HoldingNVIDIA $3,022,599 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 130,491 shares (about $10.18M)SPDR S&P 500 ESG ETF 113,774 shares (about $6.43M)Invesco S&P 500 Equal Weight ETF 35,441 shares (about $6.21M)Vanguard Intermediate-Term Corporate Bond ETF 55,364 shares (about $4.44M)APPLOVIN CORP 10,074 shares (about $3.26M) Largest Sales this Quarter Goldman Sachs Access Treasury 0-1 Year ETF 498,496 shares (about $49.81M)Fiserv 6,572 shares (about $1.35M)Bancorp 24,709 shares (about $1.30M)iShares Russell 3000 ETF 2,000 shares (about $668.50K)T-Mobile US 572 shares (about $126.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSheets Smith Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCSHVanguard Short-Term Corporate Bond ETF$10,534,860$10,179,602 ▲2,865.4%135,0458.9%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$7,604,312$49,809,722 ▼-86.8%76,1046.4%ETFEFIVSPDR S&P 500 ESG ETF$6,425,956$6,425,956 ▲New Holding113,7745.4%ETFRSPInvesco S&P 500 Equal Weight ETF$6,210,326$6,210,326 ▲New Holding35,4415.3%ETFIWViShares Russell 3000 ETF$5,638,463$668,500 ▼-10.6%16,8694.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,444,068$4,444,068 ▲New Holding55,3643.8%ETFMSFTMicrosoft$3,633,752$21,497 ▲0.6%8,6213.1%Computer and TechnologyAPPLOVIN CORP$3,262,263$3,262,263 ▲New Holding10,0742.8%COM CL ANVDANVIDIA$3,022,599$3,022,599 ▲New Holding22,5082.6%Computer and TechnologyAMZNAmazon.com$2,636,410$2,636,410 ▲New Holding12,0172.2%Retail/WholesaleMETAMeta Platforms$2,624,256$2,624,256 ▲New Holding4,4822.2%Computer and TechnologyAAPLApple$2,488,424$2,488,424 ▲New Holding9,9372.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,371,046$2,371,046 ▲New Holding24,4692.0%FinancePALANTIR TECHNOLOGIES INC$2,252,942$2,252,942 ▲New Holding29,7891.9%CL AVERXVertex$1,883,682$1,883,682 ▲New Holding35,3081.6%Computer and TechnologyALSNAllison Transmission$1,782,450$1,782,450 ▲New Holding16,4951.5%Auto/Tires/TrucksCRSCarpenter Technology$1,772,960$1,772,960 ▲New Holding10,4471.5%Basic MaterialsAVPTAvePoint$1,689,138$1,689,138 ▲New Holding102,3101.4%Computer and TechnologyTMUST-Mobile US$1,671,368$126,258 ▼-7.0%7,5721.4%Computer and TechnologyHWMHowmet Aerospace$1,665,705$1,665,705 ▲New Holding15,2301.4%AerospaceALLAllstate$1,657,994$1,657,994 ▲New Holding8,6001.4%FinancePLMRPalomar$1,628,515$1,628,515 ▲New Holding15,4231.4%FinanceEXLSExlService$1,613,346$1,613,346 ▲New Holding36,3531.4%Business ServicesTOSTToast$1,585,174$1,585,174 ▲New Holding43,4891.3%Computer and TechnologyTEAMAtlassian$1,580,023$1,580,023 ▲New Holding6,4921.3%Computer and TechnologyVRTVertiv$1,522,488$1,522,488 ▲New Holding13,4011.3%Computer and TechnologyBVSBioventus$1,498,592$1,498,592 ▲New Holding142,7231.3%MedicalFTNTFortinet$1,494,674$1,494,674 ▲New Holding15,8201.3%Computer and TechnologyGE VERNOVA INC$1,477,882$1,477,882 ▲New Holding4,4931.3%COMROADConstruction Partners$1,477,724$1,477,724 ▲New Holding16,7051.3%ConstructionGOOGAlphabet$1,454,962$1,454,962 ▲New Holding7,6401.2%Computer and TechnologyFTITechnipFMC$1,435,656$1,435,656 ▲New Holding49,6081.2%EnergyFIFiserv$1,431,777$1,350,020 ▼-48.5%6,9701.2%Business ServicesUSFDUS Foods$1,374,902$1,374,902 ▲New Holding20,3811.2%Consumer StaplesCWANClearwater Analytics$1,358,607$1,358,607 ▲New Holding49,3681.2%Computer and TechnologySYKStryker$1,340,826$1,340,826 ▲New Holding3,7241.1%MedicalTMHCTaylor Morrison Home$1,336,826$1,336,826 ▲New Holding21,8401.1%ConstructionKGSKodiak Gas Services$1,325,791$1,325,791 ▲New Holding32,4711.1%EnergyWTWWillis Towers Watson Public$1,316,548$1,316,548 ▲New Holding4,2031.1%FinanceNFLXNetflix$1,293,305$1,293,305 ▲New Holding1,4511.1%Consumer DiscretionaryMCYMercury General$1,281,801$1,281,801 ▲New Holding19,2811.1%FinanceADPAutomatic Data Processing$1,273,961$1,273,961 ▲New Holding4,3521.1%Business ServicesACAArcosa$1,256,653$1,256,653 ▲New Holding12,9901.1%ConstructionTBBKBancorp$1,251,384$1,300,435 ▼-51.0%23,7771.1%FinanceOIIOceaneering International$1,237,705$1,237,705 ▲New Holding47,4581.0%EnergyGTLSChart Industries$1,150,002$1,150,002 ▲New Holding6,0261.0%IndustrialsNOWServiceNow$1,137,509$1,137,509 ▲New Holding1,0731.0%Computer and TechnologySHOPShopify$1,080,525$1,080,525 ▲New Holding10,1620.9%Computer and TechnologyHUBSHubSpot$1,045,155$1,045,155 ▲New Holding1,5000.9%Computer and TechnologyPANWPalo Alto Networks$934,183$934,183 ▲New Holding5,1340.8%Computer and TechnologyBURLBurlington Stores$905,066$905,066 ▲New Holding3,1750.8%Retail/WholesaleDSGXThe Descartes Systems Group$851,773$851,773 ▲New Holding7,4980.7%Computer and TechnologyPODDInsulet$817,671$817,671 ▲New Holding3,1320.7%MedicalSKWDSkyward Specialty Insurance Group$813,189$813,189 ▲New Holding16,0900.7%FinanceMREOMereo BioPharma Group$59,115$59,115 ▲New Holding16,8900.1%MedicalARDXArdelyx$57,763$57,763 ▲New Holding11,3930.0%MedicalVERUVeru$14,531$14,531 ▲New Holding22,3380.0%MedicalVGSHVanguard Short-Term Treasury Index ETF$0$2,906,927 ▼-100.0%00.0%ETFXOMExxon Mobil$0$2,640,913 ▼-100.0%00.0%EnergyFLRFluor$0$1,598,561 ▼-100.0%00.0%ConstructionORLYO'Reilly Automotive$0$1,522,888 ▼-100.0%00.0%Retail/WholesaleACGLArch Capital Group$0$1,293,025 ▼-100.0%00.0%FinanceFANGDiamondback Energy$0$1,281,294 ▼-100.0%00.0%EnergySTRLSterling Infrastructure$0$1,241,862 ▼-100.0%00.0%ConstructionPFGCPerformance Food Group$0$1,138,789 ▼-100.0%00.0%Retail/WholesaleVALValaris$0$917,202 ▼-100.0%00.0%EnergyPOSTPost$0$868,820 ▼-100.0%00.0%Consumer StaplesCAHCardinal Health$0$863,599 ▼-100.0%00.0%MedicalCHXChampionX$0$816,148 ▼-100.0%00.0%ConstructionMYEMyers Industries$0$792,897 ▼-100.0%00.0%IndustrialsSLBSchlumberger$0$773,788 ▼-100.0%00.0%EnergyHALHalliburton$0$744,425 ▼-100.0%00.0%EnergyVUSBVanguard Ultra-Short Bond ETF$0$626,261 ▼-100.0%00.0%ETFHALOHalozyme Therapeutics$0$587,424 ▼-100.0%00.0%MedicalHRMYHarmony Biosciences$0$544,138 ▼-100.0%00.0%MedicalSHLSShoals Technologies Group$0$492,989 ▼-100.0%00.0%EnergyEFAiShares MSCI EAFE ETF$0$484,439 ▼-100.0%00.0%FinanceIMXIInternational Money Express$0$315,662 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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