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Portfolio (Quarterly) Guide ↗

SMITH, MOORE & CO.

· CIK 0000200724
13F Portfolio $1.3B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 526 New
Page 12 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SHLD GLOBAL X FDS 13,682.0 $886K 0.07% NEW $64.79 -1.2%
222 WM WASTE MGMT INC DEL Industrials 4,002.0 $879K 0.07% NEW $219.73 +1.4%
223 BKH BLACK HILLS CORP Utilities 12,642.0 $878K 0.07% NEW $69.42 +5.6%
224 NSC NORFOLK SOUTHN CORP Industrials 3,032.0 $875K 0.07% NEW $288.68 +10.9%
225 GOSS GOSSAMER BIO INC Healthcare 280,000.0 $868K 0.07% NEW $3.10 -93.6%
226 SECT NORTHERN LTS FD TR IV 13,446.0 $868K 0.07% NEW $64.53 +5.5%
227 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,408.0 $858K 0.07% NEW $91.21 +0.6%
228 PFE PFIZER INC Healthcare 34,412.0 $857K 0.07% NEW $24.90 +1.7%
229 DES WISDOMTREE TR 25,610.0 $857K 0.07% NEW $33.45 +12.4%
230 AEP AMERICAN ELEC PWR CO INC Utilities 7,424.0 $856K 0.07% NEW $115.30 +11.8%
231 FIW FIRST TR EXCHANGE-TRADED FD 7,849.0 $853K 0.06% NEW $108.64 -8.3%
232 SYY SYSCO CORP Consumer Defensive 11,505.0 $848K 0.06% NEW $73.69 -0.2%
233 CL COLGATE PALMOLIVE CO Consumer Defensive 10,518.0 $831K 0.06% NEW $79.02 +13.9%
234 IAUM ISHARES GOLD TR Financial Services 19,300.0 $830K 0.06% NEW $42.99 +3.9%
235 SLB SLB LIMITED Energy 21,426.0 $822K 0.06% NEW $38.38 +48.9%
236 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,100.0 $817K 0.06% NEW $100.89 -4.3%
237 COST COSTCO WHSL CORP NEW Consumer Defensive 939.0 $810K 0.06% NEW $862.51 +21.6%
238 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 78,545.0 $800K 0.06% NEW $10.19 -1.8%
239 IBB ISHARES TR 4,675.0 $789K 0.06% NEW $168.76 -2.7%
240 PAVE GLOBAL X FDS 16,305.0 $779K 0.06% NEW $47.79 +12.5%
Page 12 of 27  ·  526 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.5%
Technology 20.0%
Industrials 8.1%
Healthcare 7.6%
Consumer Defensive 6.8%
Communication Services 5.9%
Energy 5.9%
Consumer Cyclical 5.4%
Utilities 3.3%
Basic Materials 1.8%