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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 13 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DGRW WISDOMTREE TR 8,701.0 $778K 0.06% NEW $89.43 +6.5%
242 SPMD SPDR SERIES TRUST 13,244.0 $767K 0.06% NEW $57.91 +8.5%
243 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 11,216.0 $767K 0.06% NEW $68.36 -12.5%
244 SHEL SHELL PLC Energy 10,427.0 $766K 0.06% NEW $73.48 +20.5%
245 TIP ISHARES TR 6,956.0 $765K 0.06% NEW $109.91 +0.2%
246 LAD LITHIA MTRS INC Consumer Cyclical 2,289.0 $761K 0.06% NEW $332.35 -22.6%
247 IBDU ISHARES TR 32,499.0 $761K 0.06% NEW $23.41 -1.4%
248 FEP FIRST TR EXCH TRD ALPHDX FD 14,107.0 $758K 0.06% NEW $53.75 +8.1%
249 COF CAPITAL ONE FINL CORP Financial Services 3,118.0 $756K 0.06% NEW $242.33 -25.6%
250 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.06% NEW $754800.00
251 SCHX SCHWAB STRATEGIC TR 27,975.0 $753K 0.06% NEW $26.91 +7.2%
252 FANG DIAMONDBACK ENERGY INC Energy 4,979.0 $748K 0.06% NEW $150.33 +40.1%
253 AMT AMERICAN TOWER CORP NEW Real Estate 4,204.0 $738K 0.06% NEW $175.56 +3.5%
254 BALT INNOVATOR ETFS TRUST 21,706.0 $727K 0.06% NEW $33.51 +1.7%
255 PNC PNC FINL SVCS GROUP INC Financial Services 3,463.0 $723K 0.06% NEW $208.72 +1.5%
256 UNH UNITEDHEALTH GROUP INC Healthcare 2,184.0 $721K 0.06% NEW $330.15 +17.9%
257 BAC BANK AMERICA CORP Financial Services 13,073.0 $719K 0.05% NEW $55.00 -8.1%
258 UBER UBER TECHNOLOGIES INC Technology 8,767.0 $716K 0.05% NEW $81.71 -11.0%
259 EALT INNOVATOR ETFS TRUST 20,021.0 $707K 0.05% NEW $35.29 +0.4%
260 EVRG EVERGY INC Utilities 9,739.0 $706K 0.05% NEW $72.49 +14.9%
Page 13 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%