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%Oils/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%Oils/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%Oils/EnergyGTLSChart Industries$1,150,002$1,150,002 ▲New Holding6,0261.0%Industrial ProductsNOWServiceNow$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%Oils/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%Oils/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%Oils/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%Industrial ProductsSLBSchlumberger$0$773,788 ▼-100.0%00.0%Oils/EnergyHALHalliburton$0$744,425 ▼-100.0%00.0%Oils/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%Oils/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. 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