SMA Capital LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
SMA Capital LLC
Institutional Filer 13.97%$231.6M95

Current Portfolio Holdings

Showing all 95 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1PHParker-Hannifin CorporationIndustrials14K$12.5M5.39%
2JCIJohnson Controls International plcIndustrials90K$11.8M5.08%
3AMEAMETEK, Inc.Industrials50K$10.7M4.62%
4BAThe Boeing CompanyIndustrials52K$10.3M4.44%
5ETNEaton Corporation plcIndustrials28K$10.1M4.35%
6CSXCSX CorporationIndustrials235K$9.6M4.16%
7CATCaterpillar Inc.Industrials13K$9.5M4.09%
8AITApplied Industrial Technologies, Inc.Industrials34K$9.0M3.89%
9FERGFerguson plcIndustrials36K$8.3M3.59%
10IEXIDEX CorporationIndustrials42K$8.0M3.46%
11LINLinde plcBasic Materials15K$7.5M3.23%
12DOVDover CorporationIndustrials36K$7.5M3.23%
13APDAir Products and Chemicals, Inc.Basic Materials25K$7.4M3.20%
14LMTLockheed Martin CorporationIndustrials12K$7.1M3.08%
15WWDWoodward, Inc.Industrials19K$6.7M2.89%
Showing 1 to 15 of 95 holdings
SMA Capital LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner