SEC Form 13F

SMA Capital LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$238,090,420
Positions121

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMETEK INCAMECOM$14,516,40060,000
IDEX CORPIEXCOM$11,801,40052,000
PARKER HANNIFIN CORPPHCOM$10,759,32011,000
JOHNSON CONTROLS INTERNATIONJCISHS$8,182,16056,000
CRH PLCCRHORD$7,704,00072,000
PACKAGING CORP OF AMERICAPKGCOM$7,624,96032,000
HUNT (JB) TRANSPRT SVCS INCJBHTCOM$7,235,75025,000
ITT INCITTCOM$7,119,36036,000
TELEDYNE TECHNOLOGIES INCTDYCOM$6,669,00010,000
CSX CORPCSXCOM$6,654,200140,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page