SMITH SHELLNUT WILSON LLC /ADV quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SMITH SHELLNUT WILSON LLC /ADV opened 16 positions, added to 11, reduced 28, sold out of 2 and left 56 unchanged. The largest increase in value was STX (+$4,837,935); the largest decrease was PEP (-$429,127).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 607.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 987.
- CORT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 4,819.
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 533.
Two Form 13F-HR filings compared (SEC CIK 944317): 2026-03-31 (filed 2026-08-03) and 2026-06-30 (filed 2026-08-03). 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 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 0 | 607 | +607 | $0 | $700,654 | +$700,654 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 0 | 987 | +987 | $0 | $573,358 | +$573,358 |
|---|
CORT
CORCEPT THERAPEUTICS INC | United States | COM | 0 | 4,819 | +4,819 | $0 | $419,012 | +$419,012 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 0 | 533 | +533 | $0 | $385,359 | +$385,359 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 0 | 831 | +831 | $0 | $345,389 | +$345,389 |
|---|
LSCC
LATTICE SEMICONDUCTOR CORP | United States | COM | 0 | 2,139 | +2,139 | $0 | $327,181 | +$327,181 |
|---|
ACLS
AXCELIS TECHNOLOGIES INC | United States | COM NEW | 0 | 1,540 | +1,540 | $0 | $291,753 | +$291,753 |
|---|
ALNT
ALLIENT INC | United States | COM | 0 | 2,443 | +2,443 | $0 | $251,458 | +$251,458 |
|---|
OFG
OFG BANCORP | | COM | 0 | 4,872 | +4,872 | $0 | $239,069 | +$239,069 |
|---|
LNTH
LANTHEUS HLDGS INC | United States | COM | 0 | 2,146 | +2,146 | $0 | $238,077 | +$238,077 |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 0 | 4,101 | +4,101 | $0 | $231,173 | +$231,173 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 0 | 1,052 | +1,052 | $0 | $219,910 | +$219,910 |
|---|
IRDM
IRIDIUM COMMUNICATIONS INC | United States | COM | 0 | 3,992 | +3,992 | $0 | $218,961 | +$218,961 |
|---|
ASTH
ASTRANA HEALTH INC | United States | COM NEW | 0 | 4,616 | +4,616 | $0 | $214,229 | +$214,229 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 0 | 2,301 | +2,301 | $0 | $210,956 | +$210,956 |
|---|
NVT
NVENT ELEC PLC | | SHS | 0 | 1,225 | +1,225 | $0 | $207,772 | +$207,772 |
|---|
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