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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 17 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GRC GORMAN RUPP CO Industrials 5,898.0 $366K 0.04% $62.13 +15.6%
322 QXO QXO INC Industrials 18,730.0 $364K 0.04% $19.42 -14.0%
323 VTHR VANGUARD SCOTTSDALE FDS 1,258.0 $362K 0.04% $287.57 +12.0%
324 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 117,805.0 $362K 0.04% $3.07 -13.0%
325 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,633.0 $358K 0.04% NEW $98.42 -0.8%
326 DE DEERE & CO Industrials 635.0 $357K 0.04% +52.0 +8.9% $562.87 +0.3%
327 IUSV ISHARES TR 3,492.0 $357K 0.04% $102.24 +6.1%
328 VB VANGUARD INDEX FDS 1,361.0 $356K 0.04% $261.92 +6.5%
329 SPIN SSGA ACTIVE TR 11,497.0 $351K 0.04% -796.0 -6.5% $30.53 +4.9%
330 HYBB ISHARES TR 7,490.0 $348K 0.04% -2K -21.1% $46.49 -0.4%
331 NJR NEW JERSEY RES CORP Utilities 6,300.0 $346K 0.04% $54.92 +4.9%
332 OKTA OKTA INC Technology 4,342.0 $342K 0.04% NEW $78.71 +10.6%
333 DIS DISNEY WALT CO Communication Services 3,527.0 $340K 0.04% +475.0 +15.6% $96.37 +7.9%
334 AMG AFFILIATED MANAGERS GROUP Financial Services 1,227.0 $340K 0.04% $276.70 +6.6%
335 GPIX GOLDMAN SACHS ETF TR 6,730.0 $337K 0.04% +700.0 +11.6% $50.04 +9.3%
336 ABT ABBOTT LABORATORIES Healthcare 3,260.0 $335K 0.04% +64.0 +2.0% $102.66 -13.5%
337 ROADZEN INC 277,060.0 $332K 0.04% -83K -23.0% $1.20
338 META META PLATFORMS INC Communication Services 578.0 $330K 0.04% -36.0 -5.9% $571.70 +6.9%
339 DFAX DIMENSIONAL ETF TRUST 9,717.0 $330K 0.04% $33.97 +7.0%
340 FORTINET INC 4,029.0 $329K 0.04% +24.0 +0.6% $81.72
Page 17 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 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%