13F Filings History of Sheets Smith Investment Management

Latest 13F report
Q3 2025 - 08 Oct 2025
Value $
$154,172,145
Signature - Title
Greg Bowden - Managing Director / Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Sheets Smith Investment Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sheets Smith Investment Management reported 137 stock holdings with total value $154,172,145 as of Q3 2025. Top holdings included JEPQ, BIL, APP, PIM, and NVDA.

Notify me when Sheets Smith Investment Management files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 137 $154,172,145 +$71,132,077 -$40,212,159 +$30,919,918 JEPQ, BIL, APP, PIM, NVDA 13F-HR 08 Oct 2025, 16:46
Q2 2025 71 $113,900,286 +$62,214,833 -$57,553,575 +$4,661,258 VCSH, JEPQ, VCIT, CRS, NVDA 13F-HR 08 Oct 2025, 16:39
Q1 2025 42 $100,316,909 +$33,683,376 -$50,794,369 -$17,110,993 GBIL, VCSH, RSP, VCIT, NVDA 13F-HR 12 Jun 2025, 10:40
Q4 2024 57 $117,988,578 $0 $0 $0 VCSH, GBIL, EFIV, RSP, IWV 13F-HR 11 Feb 2025, 15:32
Q4 2022 28 $89,571,710 +$25,380,416 -$14,192,842 +$11,187,574 GBIL, IWV, VGSH, XOM, MSFT 13F-HR 10 Feb 2023, 15:30
Q2 2022 29 $74,536,000 +$53,655,863 -$45,344,056 +$8,311,807 GBIL, IWV, VGSH, STIP, MSFT 13F-HR 22 Aug 2022, 15:19
Q1 2022 37 $81,299,000 +$21,144,431 -$74,532,396 -$53,387,965 IWF, GOOG, MSFT, IWV, STIP 13F-HR 29 Apr 2022, 12:32
Q4 2021 58 $140,833,000 $0 $0 $0 IWF, FDIS, VCSH, GOOG, MSFT 13F-HR 23 Mar 2022, 18:09
Q4 2020 58 $110,751,000 $0 $0 $0 IWF, VCSH, FDIS, GOOG, MELI 13F-HR 24 Feb 2021, 16:48