Sheets Smith Investment Management quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Sheets Smith Investment Management opened 71 positions, added to 24, reduced 11, sold out of 25 and left 1 unchanged. The largest increase in value was BAC (+$2,394,601); the largest decrease was AVPT (-$1,965,391).
- AMZN: Country of operation United States; Class COM; Shares 2025-06-30 7,618; Shares 2025-09-30 14,556.
- PLTR: Country of operation United States; Class CL A; Shares 2025-06-30 14,939; Shares 2025-09-30 16,398.
- NGD: Country of operation —; Class COM; Shares 2025-06-30 382,489; Shares 2025-09-30 383,242.
- NVDA: Country of operation United States; Class COM; Shares 2025-06-30 17,976; Shares 2025-09-30 19,655.
Two Form 13F-HR filings compared (SEC CIK 1785199): 2025-06-30 (filed 2025-10-08) and 2025-09-30 (filed 2025-10-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
AMZN
AMAZON COM INC | United States | COM | 7,618 | 14,556 | +6,938 | $1,671,313 | $3,196,061 | +$1,524,748 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 14,939 | 16,398 | +1,459 | $2,036,484 | $2,991,323 | +$954,839 |
|---|
NGD
NEW GOLD INC CDA | | COM | 382,489 | 383,242 | +753 | $1,893,321 | $2,751,678 | +$858,357 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 17,976 | 19,655 | +1,679 | $2,840,028 | $3,667,185 | +$827,157 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 3,243 | 4,550 | +1,307 | $1,613,101 | $2,356,737 | +$743,636 |
|---|
OKLO
OKLO INC | United States | COM CL A | 12,578 | 12,622 | +44 | $704,242 | $1,408,994 | +$704,752 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 6,420 | 7,558 | +1,138 | $1,652,444 | $2,273,598 | +$621,154 |
|---|
TBBK
BANCORP INC DEL | United States | COM | 23,623 | 23,985 | +362 | $1,345,802 | $1,796,237 | +$450,435 |
|---|
GEV
GE VERNOVA INC | United States | COM | 3,340 | 3,605 | +265 | $1,767,361 | $2,216,715 | +$449,354 |
|---|
C
CITIGROUP INC | United States | COM NEW | 22,143 | 22,697 | +554 | $1,884,812 | $2,303,746 | +$418,934 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 13,576 | 14,111 | +535 | $1,926,434 | $2,282,999 | +$356,565 |
|---|
ROAD
CONSTRUCTION PARTNERS INC | United States | COM CL A | 15,219 | 15,230 | +11 | $1,617,475 | $1,934,210 | +$316,735 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 14,514 | 15,245 | +731 | $2,701,491 | $2,991,526 | +$290,035 |
|---|
FCFS
FIRSTCASH HOLDINGS INC | United States | COM | 11,454 | 11,455 | +1 | $1,547,894 | $1,814,701 | +$266,807 |
|---|
CCJ
CAMECO CORP | | COM | 22,654 | 23,229 | +575 | $1,681,606 | $1,947,984 | +$266,378 |
|---|
DASH
DOORDASH INC | United States | CL A | 7,206 | 7,208 | +2 | $1,776,351 | $1,960,504 | +$184,153 |
|---|
NFLX
NETFLIX INC | United States | COM | 1,349 | 1,367 | +18 | $1,806,486 | $1,638,924 | -$167,562 |
|---|
NFG
NATIONAL FUEL GAS CO | United States | COM | 19,257 | 19,271 | +14 | $1,631,260 | $1,780,062 | +$148,802 |
|---|
ESE
ESCO TECHNOLOGIES INC | United States | COM | 6,661 | 6,673 | +12 | $1,278,046 | $1,408,737 | +$130,691 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 18,653 | 18,668 | +15 | $1,701,900 | $1,782,234 | +$80,334 |
|---|
SMR
NUSCALE PWR CORP | United States | CL A COM | 19,629 | 19,704 | +75 | $776,523 | $709,344 | -$67,179 |
|---|
IFS
INTERCORP FINL SVCS INC | Peru | SHS | 25,768 | 25,829 | +61 | $982,534 | $1,041,942 | +$59,408 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 2,154 | 2,192 | +38 | $1,210,419 | $1,246,832 | +$36,413 |
|---|
PEN
PENUMBRA INC | United States | COM | 4,287 | 4,407 | +120 | $1,100,173 | $1,116,381 | +$16,208 |
|---|
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