Instuitional Investor - Smith Group Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Kla Corp	KLAC	563,520	$82,973,248	4.23%
2.	Comfort Systems Usa Inc	FIX	59,568	$82,143,676	4.19%
3.	Apple Inc.	AAPL	311,523	$79,061,422	4.03%
4.	Broadcom Inc.	AVGO	252,834	$78,254,651	3.99%
5.	Alphabet Inc.	GOOGL	262,620	$75,519,007	3.85%