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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 28 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FORTINET INC COM 1,758.0 $144K 0.01% NEW $81.72
542 GAB GABELLI EQUITY TR INC COM Financial Services 23,374.0 $131K 0.01% +6K +32.8% $5.60 -1.3%
543 F FORD MTR CO COM Consumer Cyclical 9,933.0 $115K 0.01% NEW $11.54 +25.5%
544 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 12,133.0 $105K 0.01% $8.62 +3.6%
545 EXPI EXP WORLD HLDGS INC COM Real Estate 17,446.0 $105K 0.01% +242.0 +1.4% $5.99 -17.9%
546 PPT PUTNAM PREMIER INCOME TR SH BEN INT Financial Services 27,977.0 $99K 0.01% $3.55 -2.8%
547 KOS KOSMOS ENERGY LTD COM Energy 34,386.0 $96K 0.01% +6K +22.7% $2.78 +5.4%
548 WIA WESTERN ASSET INFLT LNK INC FD COM SH BEN INT Financial Services 11,372.0 $92K 0.01% $8.08 +0.7%
549 MSD MORGAN STANLEY EMKT DBT FD INC COM Financial Services 13,000.0 $91K 0.01% NEW $7.02 +4.0%
550 UROY URANIUM RTY CORP COM Energy 22,000.0 $80K 0.01% $3.65 +10.7%
551 PGEN PRECIGEN INC COM Healthcare 20,000.0 $77K 0.01% $3.87 +18.9%
552 NUVEEN CR STRATEGIES INCOME FD COM SHS 15,805.0 $77K 0.01% +4K +31.1% $4.87
553 JFB JFB CONSTR HLDGS CL A Real Estate 10,000.0 $61K 0.00% NEW $6.12 -14.1%
554 DSM BNY MELLON STRATEGIC MUN BD FD COM Financial Services 10,000.0 $60K 0.00% $6.01 +0.7%
555 MEI METHODE ELECTRS INC COM Technology 10,000.0 $55K 0.00% $5.52 +99.5%
556 PPSI PIONEER PWR SOLUTIONS INC COM NEW Industrials 13,000.0 $42K 0.00% $3.25 +22.5%
557 ALT ALTIMMUNE INC COM NEW Healthcare 13,205.0 $41K 0.00% NEW $3.08 -7.5%
558 GABELLI EQUITY TR INC RT EXP 041426 21,650.0 $152.0 NEW $0.01
Page 28 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%