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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 15 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LMT LOCKHEED MARTIN CORP COM Industrials 1,064.0 $643K 0.05% +13.0 +1.2% $604.34 -12.6%
282 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 8,303.0 $641K 0.05% +305.0 +3.8% $77.18 -1.9%
283 PNC PNC FINL SVCS GROUP INC COM Financial Services 3,079.0 $641K 0.05% -384.0 -11.1% $208.09 +2.7%
284 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 5,099.0 $638K 0.05% +146.0 +3.0% $125.13 +11.2%
285 AFL AFLAC INC COM Financial Services 5,763.0 $632K 0.05% $109.71 +7.9%
286 FCEF FIRST TRUST INCOME OPPORTUNITIES ETF 27,950.0 $629K 0.05% -2K -7.4% $22.51 +3.9%
287 EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 27,856.0 $626K 0.05% +741.0 +2.7% $22.49 +1.6%
288 DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 25,869.0 $620K 0.04% +16K +150.0% $23.96 +23.2%
289 MGC VANGUARD MEGA CAP ETF 2,599.0 $614K 0.04% $236.35 +14.3%
290 FFC FLAHERTY & CRUMRIN PFD & INM S COM Financial Services 39,289.0 $609K 0.04% +11K +39.1% $15.49 +1.2%
291 TGT TARGET CORP COM Consumer Defensive 5,020.0 $608K 0.04% -63.0 -1.2% $121.21 +1.8%
292 D DOMINION ENERGY INC COM Utilities 9,832.0 $608K 0.04% -203.0 -2.0% $61.82 +9.3%
293 B BARRICK MNG CORP COM SHS Basic Materials 14,892.0 $607K 0.04% $40.79 -3.2%
294 JIVE JPMORGAN INTERNATIONAL VALUE ETF 7,067.0 $605K 0.04% NEW $85.63 +5.9%
295 FINW FINWISE BANCORP COM Financial Services 38,000.0 $603K 0.04% $15.86 -14.1%
296 OUNZ VANECK MERK GOLD ETF Financial Services 13,335.0 $601K 0.04% -170.0 -1.3% $45.05 -4.3%
297 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 5,987.0 $591K 0.04% +173.0 +3.0% $98.72 -3.9%
298 XLG INVESCO S&P 500 TOP 50 ETF 10,820.0 $590K 0.04% +2K +16.8% $54.55 +15.5%
299 VKI INVESCO ADVANTAGE MUN INCOME T SH BEN INT Financial Services 67,842.0 $588K 0.04% -53K -43.7% $8.66 -0.7%
300 DOW DOW HLDGS INC COM Basic Materials 14,046.0 $585K 0.04% NEW $41.65 -7.4%
Page 15 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%