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Portfolio (Quarterly) Guide ↗

SHEETS SMITH WEALTH MANAGEMENT

· CIK 0001157436
13F Portfolio $911M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 393 New
Page 10 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CVX CHEVRON CORP NEW Energy 6,512.0 $993K 0.11% NEW $152.41 +28.7%
182 DVY ISHARES TR 6,998.0 $988K 0.11% NEW $141.14 +8.2%
183 PFRL PGIM ETF TR 19,577.0 $973K 0.11% NEW $49.68 -0.3%
184 FENY FIDELITY COVINGTON TRUST 39,193.0 $971K 0.11% NEW $24.77 +37.5%
185 SPEM SPDR INDEX SHS FDS 20,291.0 $950K 0.10% NEW $46.81 +7.7%
186 ARIS ARIS MNG CORP Basic Materials 57,962.0 $940K 0.10% NEW $16.22 +5.2%
187 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,082.0 $937K 0.10% NEW $303.89 +30.3%
188 CALF PACER FDS TR 20,862.0 $926K 0.10% NEW $44.37 +6.1%
189 RSPR INVESCO EXCHANGE TRADED FD T 26,909.0 $905K 0.10% NEW $33.63 +6.0%
190 ANGL VANECK ETF TRUST 30,595.0 $898K 0.10% NEW $29.36 -2.1%
191 TFC TRUIST FINL CORP Financial Services 18,088.0 $890K 0.10% NEW $49.21 -4.4%
192 GILD GILEAD SCIENCES INC Healthcare 7,183.0 $882K 0.10% NEW $122.74 +5.6%
193 CRS CARPENTER TECHNOLOGY CORP Industrials 2,794.0 $880K 0.10% NEW $314.84 +28.4%
194 GLDM WORLD GOLD TR Financial Services 10,283.0 $878K 0.10% NEW $85.37 +3.9%
195 PAAA PGIM ETF TR 17,105.0 $877K 0.10% NEW $51.26 +0.4%
196 ROADZEN INC 360,000.0 $868K 0.10% NEW $2.41
197 SNEX STONEX GROUP INC Financial Services 9,087.0 $864K 0.10% NEW $95.13 +16.5%
198 SAIA SAIA INC Industrials 2,634.0 $860K 0.09% NEW $326.52 +40.4%
199 SFST SOUTHERN FIRST BANCSHARES Financial Services 16,321.0 $841K 0.09% NEW $51.52 +8.5%
200 CL COLGATE PALMOLIVE CO Consumer Defensive 10,619.0 $839K 0.09% NEW $79.02 +13.9%
Page 10 of 20  ·  393 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.3%
Technology 16.0%
Consumer Cyclical 15.5%
Industrials 11.2%
Healthcare 9.4%
Communication Services 8.4%
Consumer Defensive 7.9%
Real Estate 4.2%
Basic Materials 3.8%
Energy 3.8%