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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 19 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 INQQ EXCHANGE TRADED CONCEPTS TRU 26,737.0 $394K 0.03% NEW $14.72 -18.3%
362 PFF ISHARES TR 12,637.0 $391K 0.03% NEW $30.96 +0.0%
363 KR KROGER CO Consumer Defensive 6,209.0 $388K 0.03% NEW $62.48 +9.3%
364 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 20,150.0 $387K 0.03% NEW $19.20 +3.9%
365 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,654.0 $383K 0.03% NEW $57.49 +38.1%
366 IYF ISHARES TR 2,967.0 $383K 0.03% NEW $128.93 -5.7%
367 SOFI SOFI TECHNOLOGIES INC Financial Services 14,582.0 $382K 0.03% NEW $26.18 -40.0%
368 IDU ISHARES TR 3,516.0 $381K 0.03% NEW $108.36 +3.6%
369 BND VANGUARD BD INDEX FDS 5,117.0 $379K 0.03% NEW $74.07 -2.2%
370 AMCOR PLC 45,000.0 $375K 0.03% NEW $8.34
371 XLY SELECT SECTOR SPDR TR 3,139.0 $375K 0.03% NEW $119.40 -3.7%
372 VOOV VANGUARD ADMIRAL FDS INC 1,820.0 $373K 0.03% NEW $204.90 +5.8%
373 BUFR FIRST TR EXCHNG TRADED FD VI 10,883.0 $373K 0.03% NEW $34.26 +5.1%
374 MINT PIMCO ETF TR 3,662.0 $367K 0.03% NEW $100.34 +0.2%
375 FDVV FIDELITY COVINGTON TRUST 6,455.0 $366K 0.03% NEW $56.69 +4.8%
376 KRP KIMBELL RTY PARTNERS LP Energy 31,002.0 $365K 0.03% NEW $11.76 +31.5%
377 ADT ADT INC DEL Industrials 44,299.0 $357K 0.03% NEW $8.07 -13.5%
378 INTC INTEL CORP Technology 9,652.0 $356K 0.03% NEW $36.90 +193.1%
379 IWO ISHARES TR 1,096.0 $354K 0.03% NEW $323.06 +9.3%
380 NUE NUCOR CORP Basic Materials 2,168.0 $354K 0.03% NEW $163.11 +38.9%
Page 19 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%