Leelyn-Smith

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "TROW",
  null,
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABBV",
  "ADBE",
  "JLL",
  "ALL",
  "GOOGL",
  null,
  "TEAM",
  "T",
  "AVGO",
  "DUK",
  "D",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  null,
  "META",
  null,
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "ANET",
  "KLAC",
  null,
  "PANW",
  "PEP",
  null,
  null,
  "AAPL",
  "NVDA",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "NOW",
  "SHW",
  "RTX",
  null,
  "IBM",
  "SBUX",
  "TMO",
  "TYL",
  "UPS",
  "VO",
  "PCTY",
  null,
  null,
  "TSM",
  "VYM",
  "K",
  "ADSK",
  "AMD",
  "WM",
  "FTNT",
  null,
  "SGOL",
  null,
  "AMZN",
  "MSI",
  "IVE",
  null,
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "VEA",
  "MGK",
  "VXUS",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WDAY",
  "SCHD",
  "SO",
  "PPL",
  "CRM",
  "SYY",
  "ADP",
  "BRK-B",
  "BA",
  "BMY",
  "CDNS",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "COST",
  "CRWD",
  "DE",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 129
Total Value: 562773331
Accession Number: 0001777817-25-000004
Form Type: 13F-HR
CIK: leelyn-smith
Manager Name: Leelyn-Smith

Data Enrichment

84% identified

108 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

129 positions • $562.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:3.1K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$562.8M)

Paylocity Holding Corp

PCTY|70438V106

Shares:9.7K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$562.8M)

922908363

VOO|922908363

Shares:3.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$562.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:9.9K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$562.8M)

Fortinet, Inc.

FTNT|34959E109

Shares:15.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$562.8M)

LAM RESEARCH CORP

LRCX|512807306

Shares:19.9K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$562.8M)

46641Q332

Shares:24.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$562.8M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:2.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$562.8M)

46435G433

Shares:29.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$562.8M)

Workday, Inc.

WDAY|98138H101

Shares:4.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$562.8M)

Zscaler, Inc.

ZS|98980G102

Shares:5.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$562.8M)

464288679

Shares:9.3K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$562.8M)

HOME DEPOT, INC.

HD|437076102

Shares:2.7K

Value:$988.6K

% of Portfolio:0.2% ($988.6K/$562.8M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:3.2K

Value:$820.7K

% of Portfolio:0.1% ($820.7K/$562.8M)

41653L404

Shares:41.4K

Value:$793.2K

% of Portfolio:0.1% ($793.2K/$562.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:7.6K

Value:$778.2K

% of Portfolio:0.1% ($778.2K/$562.8M)

92204A207

Shares:3.5K

Value:$772.9K

% of Portfolio:0.1% ($772.9K/$562.8M)

47103U845

Shares:14.7K

Value:$747.0K

% of Portfolio:0.1% ($747.0K/$562.8M)

DEERE & CO

DE|244199105

Shares:1.6K

Value:$731.6K

% of Portfolio:0.1% ($731.6K/$562.8M)

AT&T INC.

T|00206R102

Shares:25.3K

Value:$714.7K

% of Portfolio:0.1% ($714.7K/$562.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	3.1K	QoQ +5.56% (+165) YoY +24.24% (+611)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$562.8M)	QoQ +3.47% (+$60.9K) YoY +6.39% (+$109.1K)
Paylocity Holding Corp(PCTYcusip70438V106)	9.7K	QoQ +2.85% (-268) YoY +46.53% (+3.1K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$562.8M)	QoQ -3.40% (-$63.8K) YoY +59.73% (+$677.0K)
(VOOcusip922908363)	3.3K	QoQ 0.00% (-0) YoY -39.81% (-2.2K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$562.8M)	QoQ -4.62% (-$82.6K) YoY -35.65% (-$944.9K)
Palo Alto Networks Inc(PANWcusip697435105)	9.9K	QoQ +0.18% (-18) YoY +94.04% (+4.8K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$562.8M)	QoQ -6.05% (-$109.3K) YoY +16.54% (+$240.9K)
Fortinet, Inc.(FTNTcusip34959E109)	15.7K	QoQ +0.14% (+22) YoY +4.82% (+722)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$562.8M)	QoQ +2.02% (+$30.0K) YoY +47.71% (+$487.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	19.9K	QoQ +0.50% (+101) YoY NEW(+19.9K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$562.8M)	QoQ +1.16% (+$16.7K) YoY NEW(+$1.4M)
(cusip46641Q332)✕	24.7K	QoQ +3.51% (+839) YoY +39.97% (+7.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$562.8M)	QoQ +2.81% (+$38.6K) YoY +38.22% (+$390.2K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	2.1K	QoQ +0.90% (+19) YoY +0.85% (+18)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$562.8M)	QoQ +1.73% (+$21.0K) YoY +37.96% (+$339.5K)
(cusip46435G433)✕	29.0K	QoQ -1.19% (-349) YoY -5.72% (-1.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$562.8M)	QoQ -1.21% (-$14.8K) YoY +4.34% (-$50.0K)
Workday, Inc.(WDAYcusip98138H101)	4.8K	QoQ +1.70% (-81) YoY +9.37% (-415)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$562.8M)	QoQ -7.95% (-$97.8K) YoY -6.35% (-$76.8K)
Zscaler, Inc.(ZScusip98980G102)	5.6K	QoQ +4.77% (+253) YoY +16.99% (+807)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$562.8M)	QoQ +15.23% (+$145.7K) YoY +20.50% (+$187.6K)
(cusip464288679)✕	9.3K	QoQ +104.34% (+4.8K) YoY +199.48% (+6.2K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$562.8M)	QoQ +104.99% (+$526.6K) YoY +199.26% (+$684.6K)
HOME DEPOT, INC.(HDcusip437076102)	2.7K	QoQ -0.14% (-4) YoY -1.20% (-33)	All Managers (Combined)	$988.6K	0.2% ($988.6K/$562.8M)	QoQ -5.95% (-$62.6K) YoY -5.64% (-$59.1K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	3.2K	QoQ +20.05% (+539) YoY NEW(+3.2K)	All Managers (Combined)	$820.7K	0.1% ($820.7K/$562.8M)	QoQ +1.62% (+$13.1K) YoY NEW(+$820.7K)
(cusip41653L404)✕	41.4K	QoQ +5.15% (+2.0K) YoY -5.55% (-2.4K)	All Managers (Combined)	$793.2K	0.1% ($793.2K/$562.8M)	QoQ +4.12% (+$31.4K) YoY -7.52% (-$64.6K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	7.6K	QoQ +27.03% (+1.6K) YoY NEW(+7.6K)	All Managers (Combined)	$778.2K	0.1% ($778.2K/$562.8M)	QoQ +8.05% (+$58.0K) YoY NEW(+$778.2K)
(cusip92204A207)✕	3.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$772.9K	0.1% ($772.9K/$562.8M)	QoQ +3.51% (+$26.3K) YoY +7.19% (+$51.9K)
(cusip47103U845)✕	14.7K	QoQ -12.98% (-2.2K) YoY -91.54% (-159.5K)	All Managers (Combined)	$747.0K	0.1% ($747.0K/$562.8M)	QoQ -12.98% (-$111.5K) YoY -91.54% (-$8.1M)
DEERE & CO(DEcusip244199105)	1.6K	QoQ +0.06% (+1) YoY +1.10% (+17)	All Managers (Combined)	$731.6K	0.1% ($731.6K/$562.8M)	QoQ +10.79% (+$71.3K) YoY +15.52% (+$98.3K)
AT&T INC.(Tcusip00206R102)	25.3K	QoQ +17.45% (+3.8K) YoY -10.59% (-3.0K)	All Managers (Combined)	$714.7K	0.1% ($714.7K/$562.8M)	QoQ +45.87% (+$224.8K) YoY +43.65% (-$217.2K)