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Portfolio (Quarterly) Guide ↗

SHEETS SMITH WEALTH MANAGEMENT

· CIK 0001157436
13F Portfolio $888.5B AUM 393 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 129 Added 101 Reduced 21 Exited
Page 19 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LC LENDINGCLUB ISSUANCE TR SER Financial Services 18,229.0 $261K 0.03% $14.32 +6.5%
362 QDF FLEXSHARES TR 3,300.0 $261K 0.03% $79.09 +10.6%
363 PRFZ INVESCO EXCHANGE TRADED FD T 5,670.0 $260K 0.03% $45.87 +7.7%
364 ITW ILLINOIS TOOL WKS INC Industrials 998.0 $260K 0.03% +64.0 +6.8% $260.17 -4.7%
365 CTVA CORTEVA INC Basic Materials 3,024.0 $253K 0.03% NEW $83.71 -4.9%
366 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 406.0 $250K 0.03% NEW $616.24 +6.2%
367 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 9,642.0 $250K 0.03% +220.0 +2.3% $25.88 +3.1%
368 ORCL ORACLE CORP Technology 1,691.0 $249K 0.03% +92.0 +5.8% $147.10 +24.5%
369 VRIG INVESCO ACTIVELY MANAGED EXC 9,713.0 $243K 0.03% $25.03 -0.0%
370 TXN TEXAS INSTRS INC Technology 1,246.0 $242K 0.03% +19.0 +1.6% $194.14 +55.7%
371 FTSM FIRST TR EXCHANGE-TRADED FD 4,000.0 $239K 0.03% $59.78 +0.1%
372 IEX IDEX CORP Industrials 1,229.0 $233K 0.03% $189.55 +8.8%
373 PAVE GLOBAL X FDS 4,490.0 $228K 0.03% $50.81 +6.5%
374 XSVM INVESCO EXCHANGE TRADED FD T 3,740.0 $225K 0.03% $60.26 +7.3%
375 DFAC DIMENSIONAL ETF TRUST 5,663.0 $220K 0.03% $38.86 +10.2%
376 PRU PRUDENTIAL FINL INC Financial Services 2,217.0 $217K 0.02% $97.69 +3.9%
377 IEMG ISHARES INC 3,067.0 $214K 0.02% NEW $69.76 +13.3%
378 UPS UNITED PARCEL SVCS INC Industrials 2,168.0 $213K 0.02% NEW $98.38 -2.0%
379 PYPL PAYPAL HLDGS INC Financial Services 4,710.0 $213K 0.02% -65.0 -1.4% $45.23 -2.6%
380 DIVO AMPLIFY ETF TR 4,674.0 $210K 0.02% NEW $44.85 +1.8%
Page 19 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%