SMA CAPITAL LLC

PrivateCIK: 2075338
Location

NEW YORK, NY

95
Positions
$231.64M
Total AUM (reported)
1.71M
Total Shares

Allocation by class

TOTAL AUM$231.64M95 positions
COM$170.60M73.6%
SHS$29.35M12.7%
CL A$8.75M3.8%
COMMON STOCK NEW$8.32M3.6%
COM SHS$5.14M2.2%
COMMON STOCK$3.98M1.7%
VIX SHT TERM FUT$2.89M1.2%

Portfolio Concentration

Top 315.1%4–1028.0%11–2537.5%Rest19.4%TOP 1043.1%0%100%
Top 3$34.94M15.1%
4–10$64.85M28.0%
11–25$86.85M37.5%
Rest$44.99M19.4%

Top 3 weight

15.1%

Top 10 weight

43.1%

Voting Authority Distribution

Total shares with voting rights: 1.71M

Sole

Full voting authority

1.71M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole95
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings95
Rows:

PARKER-HANNIFIN CORP

SOLE
COM
Shares13.94K
TypeSH
Market value$12.48M
5.39%
Sole
13.94K
Shared
0.00
None
0.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares89.85K
TypeSH
Market value$11.77M
5.08%
Sole
89.85K
Shared
0.00
None
0.00

AMETEK INC

SOLE
COM
Shares49.89K
TypeSH
Market value$10.70M
4.62%
Sole
49.89K
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares51.72K
TypeSH
Market value$10.29M
4.44%
Sole
51.72K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares28.20K
TypeSH
Market value$10.09M
4.35%
Sole
28.20K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares234.73K
TypeSH
Market value$9.64M
4.16%
Sole
234.73K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares13.38K
TypeSH
Market value$9.48M
4.09%
Sole
13.38K
Shared
0.00
None
0.00

APPLIED INDL TECHNOLOGIES IN

SOLE
COM
Shares34K
TypeSH
Market value$9.02M
3.89%
Sole
34K
Shared
0.00
None
0.00

FERGUSON ENTERPRISES INC

SOLE
COMMON STOCK NEW
Shares35.66K
TypeSH
Market value$8.32M
3.59%
Sole
35.66K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares42.33K
TypeSH
Market value$8.02M
3.46%
Sole
42.33K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares15.16K
TypeSH
Market value$7.49M
3.23%
Sole
15.16K
Shared
0.00
None
0.00

DOVER CORP

SOLE
COM
Shares35.87K
TypeSH
Market value$7.48M
3.23%
Sole
35.87K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares25.48K
TypeSH
Market value$7.40M
3.20%
Sole
25.48K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares11.82K
TypeSH
Market value$7.14M
3.08%
Sole
11.82K
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares18.72K
TypeSH
Market value$6.70M
2.89%
Sole
18.72K
Shared
0.00
None
0.00

TIMKEN CO

SOLE
COM
Shares66.15K
TypeSH
Market value$6.65M
2.87%
Sole
66.15K
Shared
0.00
None
0.00

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares15.95K
TypeSH
Market value$6.29M
2.71%
Sole
15.95K
Shared
0.00
None
0.00

WABTEC

SOLE
COM
Shares22.70K
TypeSH
Market value$5.67M
2.45%
Sole
22.70K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares21.95K
TypeSH
Market value$5.04M
2.18%
Sole
21.95K
Shared
0.00
None
0.00

KIRBY CORP

SOLE
COM
Shares36.46K
TypeSH
Market value$4.84M
2.09%
Sole
36.46K
Shared
0.00
None
0.00

JBT MAREL CORPORATION

SOLE
COM
Shares37K
TypeSH
Market value$4.73M
2.04%
Sole
37K
Shared
0.00
None
0.00

NORDSON CORP

SOLE
COM
Shares17.27K
TypeSH
Market value$4.60M
1.98%
Sole
17.27K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares35K
TypeSH
Market value$4.59M
1.98%
Sole
35K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares13K
TypeSH
Market value$4.28M
1.85%
Sole
13K
Shared
0.00
None
0.00

GXO LOGISTICS INCORPORATED

SOLE
COMMON STOCK
Shares76.25K
TypeSH
Market value$3.95M
1.71%
Sole
76.25K
Shared
0.00
None
0.00
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