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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 16 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BA BOEING CO Industrials 2,559.0 $556K 0.04% NEW $217.11 -1.0%
302 ANGL VANECK ETF TRUST 18,793.0 $552K 0.04% NEW $29.36 -2.1%
303 APOS APOLLO GLOBAL MGMT INC Financial Services 3,800.0 $550K 0.04% NEW $144.77 -82.2%
304 XLG INVESCO EXCHANGE TRADED FD T 9,265.0 $549K 0.04% NEW $59.28 +6.3%
305 IYW ISHARES TR 2,750.0 $549K 0.04% NEW $199.69 +17.5%
306 IWP ISHARES TR 3,989.0 $546K 0.04% NEW $136.93 -1.4%
307 EIPI FIRST TR EXCHNG TRADED FD VI 27,115.0 $539K 0.04% NEW $19.87 +14.9%
308 MPC MARATHON PETE CORP Energy 3,291.0 $535K 0.04% NEW $162.63 +59.6%
309 CGSD CAPITAL GRP FIXED INCM ETF T 20,157.0 $524K 0.04% NEW $26.01 -1.0%
310 DG DOLLAR GEN CORP NEW Consumer Defensive 3,914.0 $520K 0.04% NEW $132.76 -20.0%
311 LMT LOCKHEED MARTIN CORP Industrials 1,051.0 $508K 0.04% NEW $483.57 +9.3%
312 GNTX GENTEX CORP Consumer Cyclical 21,757.0 $506K 0.04% NEW $23.27 -2.5%
313 CATH GLOBAL X FDS 6,134.0 $504K 0.04% NEW $82.23 +6.9%
314 VEU VANGUARD INTL EQUITY INDEX F 6,803.0 $500K 0.04% NEW $73.56 +9.8%
315 GIS GENERAL MLS INC Consumer Defensive 10,709.0 $498K 0.04% NEW $46.50 -28.1%
316 TGT TARGET CORP Consumer Defensive 5,083.0 $497K 0.04% NEW $97.75 +26.2%
317 SPMO INVESCO EXCH TRADED FD TR II 4,158.0 $496K 0.04% NEW $119.31 +17.9%
318 WEC WEC ENERGY GROUP INC Utilities 4,703.0 $496K 0.04% NEW $105.47 +3.9%
319 IBMO ISHARES TR 19,158.0 $491K 0.04% NEW $25.64 -0.1%
320 KNG FIRST TR EXCHANGE-TRADED FD 9,988.0 $491K 0.04% NEW $49.15 -1.3%
Page 16 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%