Instuitional Investor - Smith Group Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	244,464	$91,928,243	5.35%
2.	Apple Inc.	AAPL	458,078	$88,193,757	5.13%
3.	Meta Platforms Inc.	META	135,353	$47,909,548	2.78%
4.	Cadence Design Systems Inc	CDNS	145,692	$39,682,130	2.3%
5.	Alphabet Inc.	GOOG	280,641	$39,202,741	2.28%