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Portfolio (Quarterly) Guide ↗

SHEETS SMITH WEALTH MANAGEMENT

· CIK 0001157436
13F Portfolio $888M AUM 393 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 129 Added 101 Reduced 21 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FDX FEDEX CORP Industrials 563.0 $200K 0.02% NEW $356.10 +3.8%
Page 2 of 2  ·  21 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 17.8%
Technology 14.5%
Consumer Cyclical 13.6%
Industrials 11.6%
Consumer Defensive 9.2%
Healthcare 9.1%
Communication Services 7.8%
Energy 5.3%
Real Estate 4.9%
Basic Materials 4.6%