• 13F History

Sheets Smith Investment Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$118M
Signature - Title
Gregory 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 57 stock holdings with total value $118M as of Q4 2024. Top holdings included VCSH, GBIL, EFIV, RSP, and IWV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 57 $118M $0 $0 VCSH, GBIL, EFIV, RSP, IWV 13F-HR 2/11/2025, 03:32 PM
Q4 2022 27 $89.6M +$25.4M -$2.52M +$22.9M GBIL, IWV, VGSH, XOM, MSFT 13F-HR 2/10/2023, 02:30 PM
Q2 2022 21 $74.5M +$53.7M -$8.76M +$44.9M GBIL, IWV, VGSH, STIP, MSFT 13F-HR 8/22/2022, 03:19 PM
Q1 2022 37 $81.3M +$21.1M -$28.9M -$7.74M IWF, GOOG, MSFT, IWV, STIP 13F-HR 4/29/2022, 12:32 PM
Q4 2021 58 $141M IWF, FDIS, VCSH, GOOG, MSFT 13F-HR 3/23/2022, 06:09 PM
Q4 2020 58 $111M IWF, VCSH, FDIS, GOOG, MELI 13F-HR 2/24/2021, 03:48 PM