Institutions / SMA Capital LLC

SMA Capital LLC

CIK 2075338 · Institution · as of Dec 31, 2025
Portfolio value
$193.33M
Positions
41
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 41 →
CompanyClassValueShares% of portfolio
Johnson Controls International plc$11.38M95,0005.9%
AMETEK Inc$10.47M51,0005.4%
Applied Industrial Technologies Inc$8.99M35,0004.6%
Martin Marietta Materials Inc$8.09M13,0004.2%
The Boeing Company$7.82M36,0004.0%
Parker-Hannifin Corp$7.50M8,5293.9%
Csx Corp$7.25M200,0003.7%
Waste Connections Inc$6.49M37,0003.4%
DOVER Corp$6.25M32,0003.2%
Lincoln Electric Holdings Inc$6.23M26,0003.2%
Timken Co$6.06M72,0003.1%
Westinghouse Air Brake Technologies Corp$5.98M28,0003.1%
CARRIER GLOBAL Corp$5.81M110,0003.0%
Linde PLC$5.60M13,1352.9%
Ferguson Enterprises Inc. /DE$5.57M25,0002.9%
Avery Dennison Corp$5.46M30,0002.8%
L3HARRIS Technologies, Inc. /De$5.28M18,0002.7%
Lowes Companies Inc$5.06M21,0002.6%
Crh Public Ltd Co$4.99M40,0002.6%
Novanta Inc$4.64M39,0002.4%
Ralliant Corp$4.58M90,0002.4%
Packaging Corp of America$4.54M22,0002.3%
Nordson Corp$4.15M17,2762.1%
Nucor Corp$4.08M25,0002.1%
SPDR Gold Tr$3.94M9,9542.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.