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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 9 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EQL ALPS ETF TR 30,000.0 $1.4M 0.10% NEW $46.38 +7.9%
162 FTCS FIRST TR EXCHANGE-TRADED FD 15,023.0 $1.4M 0.10% NEW $92.51 +1.5%
163 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,896.0 $1.4M 0.10% NEW $350.55 +15.3%
164 OEF ISHARES TR 3,961.0 $1.4M 0.10% NEW $342.99 +7.2%
165 FDX FEDEX CORP Industrials 4,669.0 $1.3M 0.10% NEW $288.87 +29.6%
166 VCIT VANGUARD SCOTTSDALE FDS 16,009.0 $1.3M 0.10% NEW $83.75 -2.6%
167 GWX SPDR INDEX SHS FDS 32,656.0 $1.3M 0.10% NEW $40.86 +10.8%
168 RTX RTX CORPORATION Industrials 7,106.0 $1.3M 0.10% NEW $183.40 -3.8%
169 BAR GRANITESHARES GOLD TR Financial Services 30,565.0 $1.3M 0.10% NEW $42.49 +4.4%
170 AFLG FIRST TR EXCHNG TRADED FD VI 33,198.0 $1.3M 0.10% NEW $39.10 +9.7%
171 GLW CORNING INC Technology 14,718.0 $1.3M 0.10% NEW $87.56 +102.1%
172 PML PIMCO MUN INCOME FD II Financial Services 169,680.0 $1.3M 0.10% NEW $7.54 -2.7%
173 MDT MEDTRONIC PLC Healthcare 13,223.0 $1.3M 0.10% NEW $96.06 -18.6%
174 SKYY FIRST TR EXCHANGE TRADED FD 9,676.0 $1.3M 0.10% NEW $130.07 -1.4%
175 SMH VANECK ETF TRUST 3,467.0 $1.2M 0.09% NEW $360.13 +52.2%
176 USMV ISHARES TR 13,259.0 $1.2M 0.09% NEW $94.16 +2.1%
177 PSX PHILLIPS 66 Energy 9,664.0 $1.2M 0.09% NEW $129.03 +41.3%
178 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 115,236.0 $1.2M 0.09% NEW $10.70 -4.0%
179 BTI BRITISH AMERN TOB PLC Consumer Defensive 21,622.0 $1.2M 0.09% NEW $56.62 +17.2%
180 FVD FIRST TR EXCHANGE-TRADED FD 26,116.0 $1.2M 0.09% NEW $46.08 +2.9%
Page 9 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%