Long-term investor
Smith Group Asset Management, LLC @smithgroupassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001893134).
Record
- Tracked since 2025-06-30 (449 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +18.9% · 1 year n/a · all +24.8%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- KLAC · 5.6% · long · since 2025-06-30
- FIX · 4.2% · long · since 2025-06-30
- GOOGL · 4.2% · long · since 2025-06-30
- AVGO · 4.1% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- AMD · 3.7% · long · since 2025-06-30
- PH · 3.5% · long · since 2025-06-30
- 512807306 · 3.1% · long · since 2025-12-31
- 040413205 · 3.0% · long · since 2025-06-30
- ADI · 2.9% · long · since 2025-09-30
- MSFT · 2.8% · long · since 2025-06-30
- JBL · 2.8% · long · since 2025-09-30