Universe · entity
Smith Salley Wealth Management
Institutional manager (13F) · CIK 1482012
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $135M | 776,126 |
| 2 | APPLE INC | $106M | 416,451 |
| 3 | MICROSOFT CORP | $89M | 241,109 |
| 4 | ALPHABET INC | $80M | 278,314 |
| 5 | AMAZON COM INC | $59M | 281,023 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $49M | 102,525 |
| 7 | JPMORGAN CHASE & CO | $47M | 161,087 |
| 8 | META PLATFORMS INC | $46M | 80,627 |
| 9 | TJX COS INC NEW | $45M | 281,025 |
| 10 | RTX CORPORATION | $41M | 213,989 |
| 11 | BROADCOM INC | $39M | 125,497 |
| 12 | VISA INC | $36M | 120,744 |
| 13 | ANALOG DEVICES INC | $35M | 110,472 |
| 14 | ABBVIE INC | $35M | 160,791 |
| 15 | ASML HLDG NV | $35M | 26,200 |
| 16 | NEXTERA ENERGY INC | $34M | 363,765 |
| 17 | LOWES COS INC | $32M | 134,888 |
| 18 | THERMO FISHER SCIENTIFIC INC | $29M | 59,398 |
| 19 | MARVELL TECHNOLOGY INC | $28M | 287,576 |
| 20 | LINDE PLC | $27M | 54,638 |
| 21 | BROOKFIELD CORP | $27M | 657,502 |
| 22 | CHEVRON CORPORATION | $26M | 126,862 |
| 23 | MASTERCARD INCORPORATED | $25M | 50,841 |
| 24 | ARISTA NETWORKS INC | $24M | 197,992 |
| 25 | PROCTER & GAMBLE CO | $24M | 163,735 |
| 26 | AMETEK INC | $23M | 108,976 |
| 27 | CURTISS WRIGHT CORP | $23M | 33,062 |
| 28 | CASEYS GEN STORES INC | $22M | 30,657 |
| 29 | ALPHABET INC | $22M | 76,600 |
| 30 | ABBOTT LABORATORIES | $19M | 189,613 |
| 31 | PEPSICO INC | $19M | 125,176 |
| 32 | ELI LILLY & CO | $19M | 20,967 |
| 33 | UNION PAC CORP | $18M | 73,626 |
| 34 | MARKEL GROUP INC | $18M | 9,172 |
| 35 | MICRON TECHNOLOGY INC | $17M | 50,416 |
| 36 | S&P GLOBAL INC | $17M | 39,120 |
| 37 | PNC FINL SVCS GROUP INC | $17M | 79,656 |
| 38 | NXP SEMICONDUCTORS N V | $16M | 82,143 |
| 39 | ISHARES TR | $16M | 164,662 |
| 40 | EXXON MOBIL CORP | $15M | 86,055 |
| 41 | NORTHROP GRUMMAN CORP | $15M | 21,361 |
| 42 | JOHNSON & JOHNSON | $14M | 57,834 |
| 43 | MEDTRONIC PLC | $14M | 162,576 |
| 44 | ASTRAZENECA PLC | $14M | 68,919 |
| 45 | ISHARES TR | $13M | 250,100 |
| 46 | CATERPILLAR INC | $12M | 17,377 |
| 47 | CUMMINS INC | $12M | 22,489 |
| 48 | AMPHENOL CORP | $12M | 95,306 |
| 49 | ROPER TECHNOLOGIES INC | $12M | 33,980 |
| 50 | ELEVANCE HEALTH INC FORMERLY | $12M | 39,514 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.