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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 15 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 B BARRICK MNG CORP Basic Materials 14,888.0 $648K 0.05% NEW $43.55 -9.3%
282 DYNF BLACKROCK ETF TRUST 10,655.0 $648K 0.05% NEW $60.81 +7.9%
283 BALL BALL CORP Consumer Cyclical 12,189.0 $646K 0.05% NEW $52.97 +4.0%
284 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 15,843.0 $642K 0.05% NEW $40.54 +9.0%
285 RWK INVESCO EXCH TRADED FD TR II 5,043.0 $638K 0.05% NEW $126.47 +7.1%
286 MFS ACTIVE EXCHANGE TRADED F 20,906.0 $637K 0.05% NEW $30.45
287 AFL AFLAC INC Financial Services 5,740.0 $633K 0.05% NEW $110.27 +7.4%
288 AXP AMERICAN EXPRESS CO Financial Services 1,707.0 $632K 0.05% NEW $369.95 -16.4%
289 VNQ VANGUARD INDEX FDS 7,131.0 $631K 0.05% NEW $88.48 +7.7%
290 VRT VERTIV HOLDINGS CO Industrials 3,856.0 $625K 0.05% NEW $161.99 +109.7%
291 BIV VANGUARD BD INDEX FDS 7,998.0 $623K 0.05% NEW $77.88 -2.8%
292 ALLE ALLEGION PLC Industrials 3,850.0 $613K 0.05% NEW $159.22 -20.8%
293 CGIE CAPITAL GROUP INTERNATIONAL 17,432.0 $607K 0.05% NEW $34.82 +1.6%
294 XHB SPDR SERIES TRUST 5,814.0 $599K 0.04% NEW $102.96 -7.9%
295 D DOMINION ENERGY INC Utilities 10,035.0 $588K 0.04% NEW $58.59 +15.3%
296 GRID FIRST TR EXCHANGE TRADED FD 3,705.0 $567K 0.04% NEW $153.04 +20.9%
297 MAGS LISTED FDS TR 8,535.0 $563K 0.04% NEW $65.96 +3.9%
298 LDUR PIMCO ETF TR 5,861.0 $562K 0.04% NEW $95.94 -0.7%
299 OUNZ VANECK MERK GOLD ETF Financial Services 13,505.0 $560K 0.04% NEW $41.48 +3.9%
300 AMD ADVANCED MICRO DEVICES INC Technology 2,602.0 $557K 0.04% NEW $214.16 +93.3%
Page 15 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%