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Institutional

Smith Group Asset Management, LLC

CIK 0001893134
$1.96B
Reported AUM
162
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · Smith Group Asset Management, LLC · Q1 2026

AI · grounded in 13F

Smith Group Asset Management, LLC established a new position in DG valued at $31.8M. The fund closed its positions in ADBE and EXLS, reducing exposure by $27.1M and $21.1M respectively. Other activity included accumulating shares in JABIL INC, COSTCO WHOLESALE CORPORATION, and ADI.

Portfolio · Q1 2026

KLACFIXAAPLAVGOGOOGLPHMSFTCOSTADIMCKHASMEDPOther$1.15BSL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1KLACKLA CORP$1929.20-9.47%140.30%482.93%$83.0M4.23%4,707−7.7%
2FIXCOMFORT SYS USA INC$1843.94-3.69%262.00%2420.18%$82.1M4.19%5,305−8.2%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$79.1M4.03%+14,556+4.9%
4AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$78.3M3.99%+25,459+11.2%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$75.5M3.85%+16,067+6.5%
6PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$72.6M3.70%+8,601+11.9%
7MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$64.9M3.31%+9,198+5.5%
8COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$61.7M3.15%+5,119+9.0%
9ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$54.3M2.77%+12,889+8.2%
10MCKMCKESSON CORP$775.662.47%9.36%290.98%$54.2M2.76%+4,564+7.9%
11HASHASBRO INC$84.00-0.21%31.20%3.46%$51.1M2.61%+36,852+7.2%
12MEDPMEDPACE HLDGS INC$455.130.19%53.20%158.18%$49.7M2.54%+8,821+9.3%
13ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$49.6M2.53%+24,967+6.6%
14METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$48.3M2.46%+3,837+4.8%
15TPRTAPESTRY INC$140.10-0.26%80.54%277.05%$47.1M2.40%+33,411+11.1%
16AXPAMERICAN EXPRESS CO$310.66-0.60%3.78%93.56%$47.0M2.40%+9,794+6.7%
17BKNGBOOKING HOLDINGS INC$165.84-0.99%-25.40%94.38%$45.9M2.34%+759+7.5%
18CBOECBOE GLOBAL MKTS INC$281.91-1.44%27.22%152.89%$44.3M2.26%+10,586+7.2%
19JBLJABIL INC$353.24-5.51%100.26%502.89%$43.7M2.23%+161,275+4799.9%
20HUBBHUBBELL INC$481.861.06%22.08%157.20%$42.6M2.17%+6,616+8.3%
21TJXTJX COS INC NEW$160.711.31%26.64%151.20%$42.3M2.16%+18,530+7.5%
22NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$41.6M2.12%+29,906+7.4%
23JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$41.4M2.11%+9,567+7.3%
24ACGLARCH CAP GROUP LTD$90.56-0.69%-4.54%145.89%$39.6M2.02%+29,591+7.7%
25APPAPPLOVIN CORP$557.20-0.30%33.34%806.46%$39.5M2.01%+7,156+7.8%
26JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$36.7M1.87%+11,139+8.0%
27SCHWSCHWAB CHARLES CORP$88.840.95%1.95%39.71%$36.3M1.85%+24,971+6.9%
28CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%26.68%154.78%$36.2M1.85%+9,014+7.4%
29HBANHUNTINGTON BANCSHARES INC$16.52-0.06%5.77%45.05%$33.7M1.72%+99,863+4.9%
30XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$32.1M1.64%+11,951+6.8%
31DGDOLLAR GEN CORP$103.700.17%$31.8M1.62%+268,225NEW
32AMDADVANCED MICRO DEVICES INC$466.38-10.86%$29.8M1.52%+10,455+7.7%
33OKTAOKTA INC$118.72-3.85%$29.7M1.51%+32,078+9.3%
34DISDISNEY WALT CO$99.710.37%$26.3M1.34%+27,851+11.4%
35VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$24.9M1.27%+3,695+7.1%
36WATWATERS CORP$365.36-2.95%$23.1M1.18%+4,964+6.8%
37MPCMARATHON PETE CORP$262.01-1.89%$22.7M1.16%+6,337+7.3%
38WDAYWORKDAY INC$144.28-2.45%$22.6M1.15%+15,377+9.7%
39VEEVVEEVA SYS INC$172.61-3.35%$18.9M0.96%+7,398+7.4%
40TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$11.6M0.59%+1,080+3.2%
41NVDANVIDIA CORPORATION$205.10-6.20%$11.0M0.56%3,469−5.2%
42KGCKINROSS GOLD CORP$26.22-8.32%$9.6M0.49%29,800−8.7%
43CMCANADIAN IMPERIAL BANK OF CO$108.84-0.25%$8.3M0.43%+4,080+4.9%
44CCEPCOCA-COLA EUROPACIFIC PARTNE$94.742.96%$6.6M0.34%+3,140+4.5%
45AMZNAMAZON COM INC$246.03-3.06%$3.7M0.19%1,446−7.5%
46AZZAZZ INC$137.71-0.56%$3.7M0.19%+2,931+11.1%
47YOUCLEAR SECURE INC$54.520.07%$3.3M0.17%1,996−2.9%
48GOOGALPHABET INC$365.76-0.95%$3.1M0.16%+80+0.8%
49CVSACOVISTA INC$126.651.77%$3.0M0.16%+732+2.9%
50EATBRINKER INTL INC$139.42-0.74%$2.9M0.15%+438+2.2%
51ROKROCKWELL AUTOMATION INC$446.71-3.36%$2.7M0.14%134−1.7%
52BPBP PLC$42.97-2.43%$2.7M0.14%+7,980+16.0%
53QUREQUANTA SVCS INC$26.45-5.50%$2.6M0.13%1,346−22.4%
54COHRCOHERENT CORP$376.99-10.64%$2.5M0.13%3,200−23.4%
55VLOVALERO ENERGY CORP$255.82-1.17%$2.3M0.12%HELD
56BTSGBRIGHTSPRING HEALTH SVCS INC$59.413.50%$2.3M0.12%+927+1.8%
57BBARRICK MNG CORP$39.46-7.78%$2.3M0.11%10,200−15.6%
58TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$2.1M0.11%+2,316+27.4%
59METMETLIFE INC$84.491.23%$2.1M0.11%HELD
60FHNFIRST HORIZON CORPORATION$24.320.66%$2.0M0.10%HELD
61LLYELI LILLY & CO$1131.420.55%$1.9M0.10%+330+18.5%
62WTSWATTS WATER TECHNOLOGIES INC$314.21-0.27%$1.9M0.10%+130+2.0%
63VICIVICI PPTYS INC$27.862.39%$1.9M0.10%HELD
64ESTCELASTIC N V$61.03-1.22%$1.9M0.09%+795+2.2%
65PSXPHILLIPS 66$183.08-0.58%$1.8M0.09%HELD
66WECWEC ENERGY GROUP INC$112.32-0.56%$1.8M0.09%HELD
67CMECME GROUP INC$257.400.52%$1.8M0.09%HELD
68ADSKAUTODESK INC$229.96-1.58%$1.7M0.09%377−4.9%
69ZWSZURN ELKAY WATER SOLNS CORP$47.800.91%$1.7M0.09%+38,457NEW
70AVAHAVEANNA HEALTHCARE HLDGS INC$6.680.75%$1.7M0.09%+67,393+34.3%
71TSLATESLA INC$391.00-6.56%$1.6M0.08%804−16.0%
72ROKUROKU INC$124.031.44%$1.5M0.08%+3,131+24.3%
73BKBANK NEW YORK MELLON CORP$142.39-1.13%$1.4M0.07%+2,989+33.2%
74QTWOQ2 HLDGS INC$45.711.92%$1.4M0.07%+30,062NEW
75FNFABRINET$621.25-13.09%$1.4M0.07%423−13.6%
76PAHCPHIBRO ANIMAL HEALTH CORP$32.490.17%$1.4M0.07%2,334−8.5%
77INDAISHARES TR$47.34-1.42%$1.4M0.07%+11,310+63.0%
78PRIMPRIMORIS SVCS CORP$121.84-4.54%$1.3M0.07%+413+4.6%
79HCAHCA HEALTHCARE INC$372.132.85%$1.3M0.07%296−9.7%
80ARMARM HOLDINGS PLC$342.93-12.84%$1.3M0.07%HELD
81NUTXNUTEX HEALTH INC$132.59-1.86%$1.2M0.06%+13,087NEW
82IBKRINTERACTIVE BROKERS GROUP IN$84.40-3.06%$1.2M0.06%+9,280+102.0%
83EXPEEXPEDIA GROUP INC$228.880.75%$1.2M0.06%+1,095+26.9%
84VVISA INC$323.571.06%$1.2M0.06%+160+4.3%
85AITAPPLIED INDL TECHNOLOGIES IN$316.320.33%$1.2M0.06%+392+9.9%
86PEGAPEGASYSTEMS INC$35.131.21%$1.2M0.06%1,584−5.5%
87WMBWILLIAMS COS INC$71.96-0.65%$1.1M0.06%HELD
88STLDSTEEL DYNAMICS INC$268.50-3.02%$1.1M0.06%HELD
89MAMASTERCARD INCORPORATED$491.081.93%$1.1M0.05%+627+42.1%
90IRMIRON MTN INC DEL$124.66-4.29%$1.0M0.05%HELD
91PLXSPLEXUS CORP$273.01-3.99%$978K0.05%+409+9.3%
92EXTREXTREME NETWORKS INC$30.027.14%$965K0.05%HELD
93AMATAPPLIED MATLS INC$453.01-9.71%$916K0.05%116−4.2%
94AVAVAEROVIRONMENT INC$185.92-9.04%$915K0.05%HELD
95GEGE AEROSPACE$328.000.11%$897K0.05%124−3.8%
96MWAMUELLER WTR PRODS INC$25.330.96%$895K0.05%+3,351+11.5%
97LRCXLAM RESEARCH CORP$303.28-9.85%$884K0.05%118−2.8%
98CLCOLGATE PALMOLIVE CO$88.584.09%$873K0.04%+10,237NEW
99BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$840K0.04%+13,850NEW
100MTDRMATADOR RES CO$55.253.14%$794K0.04%+5,515+78.2%
101HWMHOWMET AEROSPACE INC$773K0.04%+3,352NEW
102PACSPACS GROUP INC$771K0.04%+23,997NEW
103LITELUMENTUM HLDGS INC$770K0.04%2,755−71.5%
104CRMSALESFORCE INC$766K0.04%+23+0.6%
105LMATLEMAITRE VASCULAR INC$763K0.04%+2,851+69.0%
106ARLOARLO TECHNOLOGIES INC$762K0.04%+4,435+9.0%
107KLICKULICKE & SOFFA INDS INC$752K0.04%+11,449NEW
108PCTYPAYLOCITY HLDG CORP$746K0.04%+4,247+159.7%
109COLLCOLLEGIUM PHARMACEUTICAL INC$726K0.04%+1,865+9.3%
110PNFPPINNACLE FINL PARTNERS INC$726K0.04%+8,423NEW
111XYLXYLEM INC$717K0.04%HELD
112ABBVABBVIE INC$689K0.04%+942+42.3%
113PLTRPALANTIR TECHNOLOGIES INC$686K0.04%103−2.1%
114RBLXROBLOX CORP$683K0.03%HELD
115RDDTREDDIT INC$678K0.03%+5,036NEW
116HSYHERSHEY CO$678K0.03%+3,260NEW
117ETRENTERGY CORP NEW$674K0.03%HELD
118LVSLAS VEGAS SANDS CORP$673K0.03%328−2.6%
119ALLALLSTATE CORP$643K0.03%152−4.7%
120CAHCARDINAL HEALTH INC$638K0.03%131−4.2%
121STTSTATE STR CORP$633K0.03%HELD
122BOXBOX INC$623K0.03%+6,595+33.4%
123RBRKRUBRIK INC.$617K0.03%+12,602NEW
124QCOMQUALCOMM INC$607K0.03%913−16.2%
125STEPSTEPSTONE GROUP INC$607K0.03%+980+8.3%
126AVPTAVEPOINT INC$591K0.03%+5,155+9.0%
127CARGCARGURUS INC$578K0.03%+6,906+68.6%
128UPWKUPWORK INC$577K0.03%+13,688+35.1%
129EDCONSOLIDATED EDISON INC$566K0.03%HELD
130NTRSNORTHERN TR CORP$558K0.03%HELD
131VMCVULCAN MATLS CO$545K0.03%HELD
132ADUSADDUS HOMECARE CORP$539K0.03%+525+10.0%
133EXCEXELON CORP$539K0.03%HELD
134ETSYETSY INC$532K0.03%+10,646NEW
135OIO-I GLASS INC$532K0.03%+38,673+324.0%
136KTBKONTOOR BRANDS INC$528K0.03%+3,191+74.0%
137RMDRESMED INC$514K0.03%1,712−42.8%
138WWAYFAIR INC$514K0.03%9,916−59.2%
139EVTCEVERTEC INC$499K0.03%+1,367+8.4%
140APAMARTISAN PARTNERS ASSET MGMT$489K0.02%+1,168+9.5%
141AMPAMERIPRISE FINL INC$467K0.02%+1,050NEW
142ALNTALLIENT INC$450K0.02%+7,620NEW
143MMSIMERIT MED SYS INC$442K0.02%+485+8.2%
144PODDINSULET CORP$440K0.02%+788+60.2%
145DTEDTE ENERGY CO$439K0.02%HELD
146GEVGE VERNOVA INC$434K0.02%+497NEW
147QLYSQUALYS INC$423K0.02%+1,955+68.3%
148DARDARLING INGREDIENTS INC$397K0.02%+6,425NEW
149DDOMINION ENERGY INC$396K0.02%HELD
150IDXXIDEXX LABS INC$371K0.02%8−1.2%
151DVADAVITA INC$362K0.02%+2,355NEW
152WAYWAYSTAR HLDG CORP$357K0.02%32,830−68.9%
153MCOMOODYS CORP$347K0.02%2−0.3%
154NICNICOLET BANKSHARES INC$331K0.02%+189+9.3%
155HALOHALOZYME THERAPEUTICS INC$319K0.02%3,182−39.2%
156TDCTERADATA CORP DEL$315K0.02%16−0.1%
157BRBROADRIDGE FINL SOLUTIONS IN$301K0.02%+1,850NEW
158HLNEHAMILTON LANE INC$290K0.01%65−2.2%
159VRTVERTIV HOLDINGS CO$288K0.01%+1,150NEW
160DELLDELL TECHNOLOGIES INC$246K0.01%+1,500NEW
161NCNONCINO INC$224K0.01%24−0.2%
162FFINFIRST FINL BANKSHARES INC$210K0.01%+7,119NEW
163ADBEADOBE INC77,342EXITED
164EXLSEXLSERVICE HOLDINGS INC496,661EXITED
165BACBANK AMERICA CORP40,792EXITED
166CCICROWN CASTLE INC20,000EXITED
167TEAMATLASSIAN CORPORATION9,593EXITED
168CVNACARVANA CO3,560EXITED
169ROLROLLINS INC21,295EXITED
170EWYISHARES INC11,120EXITED
171PATKPATRICK INDS INC8,792EXITED
172HLIHOULIHAN LOKEY INC5,150EXITED
173EXELEXELIXIS INC19,332EXITED
174SNOWSNOWFLAKE INC2,780EXITED
175EMEEMCOR GROUP INC900EXITED
176LYFTLYFT INC27,200EXITED
177EWTISHARES INC7,140EXITED
178INCYINCYTE CORP4,381EXITED
179EPOLISHARES TR12,200EXITED
180PATHUIPATH INC26,128EXITED
181AWIARMSTRONG WORLD INDS INC NEW2,236EXITED
182MNSTMONSTER BEVERAGE CORP NEW5,354EXITED
183PINNACLE FINL PARTNERS INC3,939EXITED
184NBIXNEUROCRINE BIOSCIENCES INC2,642EXITED
185CORTCORCEPT THERAPEUTICS INC9,520EXITED
186TXNTEXAS INSTRS INC1,858EXITED
187SPSCSPS COMM INC3,609EXITED
188FRSHFRESHWORKS INC24,609EXITED
189DOCSDOXIMITY INC6,427EXITED
190PANWPALO ALTO NETWORKS INC1,270EXITED
191BANFBANCFIRST CORP2,052EXITED
192DBXDROPBOX INC7,730EXITED
193UBERUBER TECHNOLOGIES INC2,500EXITED

Source: SEC EDGAR · accession 0001893134-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.