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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 3 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 13,290.0 $6.5M 0.49% NEW $487.87 -82.3%
42 DGRO ISHARES TR 92,710.0 $6.4M 0.49% NEW $69.42 +5.9%
43 REGL PROSHARES TR 76,296.0 $6.4M 0.49% NEW $84.22 +3.6%
44 AIRR FIRST TR EXCHANGE TRADED FD 65,154.0 $6.4M 0.48% NEW $98.32 +24.6%
45 ABBV ABBVIE INC Healthcare 27,602.0 $6.3M 0.48% NEW $228.49 -6.4%
46 WMT WALMART INC Consumer Defensive 56,398.0 $6.3M 0.47% NEW $111.41 +19.7%
47 META META PLATFORMS INC Communication Services 9,369.0 $6.2M 0.47% NEW $660.09 -7.4%
48 CAT CATERPILLAR INC Industrials 10,761.0 $6.2M 0.47% NEW $572.85 +50.2%
49 LLY ELI LILLY & CO Healthcare 5,716.0 $6.1M 0.46% NEW $1074.71 -8.1%
50 SCHD SCHWAB STRATEGIC TR 213,662.0 $5.9M 0.44% NEW $27.43 +17.0%
51 CGGO CAPITAL GROUP GBL GROWTH EQT 168,956.0 $5.9M 0.44% NEW $34.65 +10.6%
52 GLD SPDR GOLD TR Financial Services 14,435.0 $5.7M 0.43% NEW $396.31 +5.6%
53 JPM JPMORGAN CHASE & CO. Financial Services 17,623.0 $5.7M 0.43% NEW $322.22 -6.7%
54 XOM EXXON MOBIL CORP Energy 47,142.0 $5.7M 0.43% NEW $120.34 +33.4%
55 DGS WISDOMTREE TR 92,756.0 $5.3M 0.40% NEW $57.24 +10.0%
56 TFLO ISHARES TR 102,718.0 $5.2M 0.39% NEW $50.46 +0.2%
57 VO VANGUARD INDEX FDS 17,858.0 $5.2M 0.39% NEW $290.23 -73.7%
58 IDMO INVESCO EXCH TRADED FD TR II 90,839.0 $5.0M 0.38% NEW $55.57 +5.0%
59 CGUS CAPITAL GROUP CORE EQUITY ET 123,704.0 $5.0M 0.38% NEW $40.23 +6.9%
60 MOAT VANECK ETF TRUST 47,273.0 $4.9M 0.37% NEW $103.56 -3.7%
Page 3 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%