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Portfolio (Quarterly) Guide ↗

SMITH, MOORE & CO.

· CIK 0000200724
13F Portfolio $1.4B AUM 558 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 213 Added 189 Reduced 24 Exited
Page 14 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BALT INNOVATOR DEFINED WEALTH SHIELD ETF 21,992.0 $736K 0.05% +286.0 +1.3% $33.46 +1.8%
262 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 7,570.0 $730K 0.05% -530.0 -6.5% $96.47 +0.1%
263 FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 8,862.0 $727K 0.05% +148.0 +1.7% $82.08 +2.9%
264 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 15,831.0 $726K 0.05% +589.0 +3.9% $45.89 -3.3%
265 EVRG EVERGY INC COM Utilities 8,855.0 $725K 0.05% -884.0 -9.1% $81.92 +1.4%
266 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $718K 0.05% $718140.00
267 SCHX SCHWAB U.S. LARGE-CAP ETF 27,975.0 $717K 0.05% $25.64 +12.8%
268 RING ISHARES MSCI GLOBAL GOLD MINERS ETF 8,836.0 $698K 0.05% $78.98 -6.8%
269 CSCO CISCO SYS INC COM Technology 8,913.0 $692K 0.05% $77.59 +50.2%
270 SDY STATE STREET SPDR S&P DIVIDEND ETF 4,716.0 $688K 0.05% -44.0 -0.9% $145.95 +1.6%
271 VKQ INVESCO MUNICIPAL TRUST COM Financial Services 71,578.0 $681K 0.05% -79K -52.6% $9.52 -0.2%
272 EALT INNOVATOR U.S. EQUITY 5 TO 15 BUFFER ETF - QUARTERLY 20,221.0 $679K 0.05% +200.0 +1.0% $33.59 +5.5%
273 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 29,020.0 $675K 0.05% -3K -10.7% $23.26 -0.8%
274 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 19,881.0 $672K 0.05% +2K +14.1% $33.82 +5.1%
275 HACK AMPLIFY CYBERSECURITY ETF 8,888.0 $667K 0.05% NEW $75.09 +21.3%
276 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 3,382.0 $667K 0.05% -219.0 -6.1% $197.12 +12.6%
277 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 4,821.0 $656K 0.05% -247.0 -4.9% $136.10 -8.3%
278 UBER UBER TECHNOLOGIES INC COM Technology 9,060.0 $652K 0.05% +293.0 +3.3% $71.93 +3.0%
279 MUB ISHARES NATIONAL MUNI BOND ETF 6,131.0 $651K 0.05% -443.0 -6.7% $106.15 -0.4%
280 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 5,058.0 $649K 0.05% $128.27 +5.6%
Page 14 of 28  ·  558 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 35.8%
Technology 17.2%
Industrials 8.3%
Energy 8.0%
Healthcare 7.3%
Consumer Defensive 6.7%
Communication Services 5.5%
Consumer Cyclical 4.7%
Utilities 3.5%
Basic Materials 2.4%