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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 14 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IFV FIRST TR EXCHANGE TRADED FD 28,426.0 $706K 0.05% NEW $24.83 +10.8%
262 MGK VANGUARD WORLD FD 1,707.0 $705K 0.05% NEW $412.80 -78.6%
263 MUB ISHARES TR 6,574.0 $704K 0.05% NEW $107.11 -1.1%
264 FDM FIRST TR EXCHANGE-TRADED FD 8,714.0 $694K 0.05% NEW $79.62 +7.2%
265 FCEF FIRST TR EXCHNG TRADED FD VI 30,175.0 $693K 0.05% NEW $22.97 +2.4%
266 VFMO VANGUARD WELLINGTON FD 3,601.0 $689K 0.05% NEW $191.24 +18.2%
267 CSCO CISCO SYS INC Technology 8,936.0 $688K 0.05% NEW $77.03 +49.6%
268 QTUM ETF SER SOLUTIONS 6,252.0 $686K 0.05% NEW $109.67 +31.7%
269 FINW FINWISE BANCORP Financial Services 38,000.0 $682K 0.05% NEW $17.94 -23.7%
270 PPA INVESCO EXCHANGE TRADED FD T 4,318.0 $676K 0.05% NEW $156.63 +6.9%
271 AFMC FIRST TR EXCHNG TRADED FD VI 19,273.0 $664K 0.05% NEW $34.47 +11.9%
272 SDY SPDR SERIES TRUST 4,760.0 $662K 0.05% NEW $139.16 +6.4%
273 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,068.0 $661K 0.05% NEW $130.49 -5.6%
274 CTVA CORTEVA INC Basic Materials 9,853.0 $660K 0.05% NEW $67.03 +17.4%
275 GSLC GOLDMAN SACHS ETF TR 4,953.0 $656K 0.05% NEW $132.37 +5.9%
276 ENTERGY CORP NEW 7,083.0 $655K 0.05% NEW $92.43
277 MGC VANGUARD WORLD FD 2,599.0 $653K 0.05% NEW $251.13 +8.3%
278 SRE SEMPRA Utilities 7,385.0 $652K 0.05% NEW $88.29 +3.3%
279 XLU SELECT SECTOR SPDR TR 15,242.0 $651K 0.05% NEW $42.69 +4.4%
280 RING ISHARES INC 8,836.0 $651K 0.05% NEW $73.64 +2.1%
Page 14 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%