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Portfolio (Quarterly) Guide ↗

Smithfield Trust Co

· CIK 0001019754
13F Portfolio $2.5B AUM 1,321 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1080 New
Page 21 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NRG NRG ENERGY INC Utilities 1,135.0 $166K 0.01% NEW $146.26 -21.8%
402 IMTM ISHARES TR 3,074.0 $163K 0.01% NEW $53.03 +1.3%
403 AMTM AMENTUM HOLDINGS INC Industrials 7,890.0 $161K 0.01% NEW $20.41 +0.1%
404 UBSI UNITED BANKSHARES INC WEST V Financial Services 3,520.0 $161K 0.01% NEW $45.74 +3.8%
405 ORA ORMAT TECHNOLOGIES INC Utilities 1,484.0 $161K 0.01% NEW $108.49 -3.3%
406 BKMI BNY MELLON ETF TRUST II 6,042.0 $160K 0.01% NEW $26.48 -1.9%
407 SU SUNCOR ENERGY INC NEW Energy 2,978.0 $160K 0.01% NEW $53.73 +23.6%
408 JEPI J P MORGAN EXCHANGE TRADED F 2,822.0 $159K 0.01% NEW $56.34 +2.7%
409 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 2,898.0 $158K 0.01% NEW $54.52 -16.9%
410 VSS VANGUARD INTL EQUITY INDEX F 1,021.0 $157K 0.01% NEW $153.77 +5.2%
411 SCHF SCHWAB STRATEGIC TR 5,707.0 $157K 0.01% NEW $27.51 +3.3%
412 ATO ATMOS ENERGY CORP Utilities 914.0 $157K 0.01% NEW $171.77 -2.7%
413 SPXC SPX TECHNOLOGIES INC Industrials 630.0 $155K 0.01% NEW $246.03 -16.6%
414 IWY ISHARES TR 535.0 $155K 0.01% NEW $289.72 -0.1%
415 MPLX MPLX LP Energy 2,725.0 $154K 0.01% NEW $56.51 +5.3%
416 CRWD CROWDSTRIKE HLDGS INC Technology 202.0 $154K 0.01% NEW $190.59 +19.6%
417 STLD STEEL DYNAMICS INC Basic Materials 670.0 $153K 0.01% NEW $228.36 +3.3%
418 XVV ISHARES TR 2,678.0 $153K 0.01% NEW $57.13 +3.5%
419 NUE NUCOR CORP Basic Materials 678.0 $152K 0.01% NEW $224.19 +12.6%
420 IBB ISHARES TR 800.0 $152K 0.01% NEW $190.00 +13.1%
Page 21 of 54  ·  1,080 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
Technology 32.2%
Financial Services 23.1%
Industrials 11.1%
Healthcare 10.6%
Consumer Cyclical 6.4%
Consumer Defensive 4.9%
Communication Services 3.5%
Energy 2.8%
Utilities 2.5%
Basic Materials 2.2%