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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 23 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 QBTS D-WAVE QUANTUM INC Technology 5,865.0 $140K 0.01% NEW $23.87 -25.0%
442 NVS NOVARTIS AG Healthcare 892.0 $139K 0.01% NEW $155.83 -0.8%
443 HXL HEXCEL CORP NEW Industrials 1,377.0 $138K 0.01% NEW $100.22 -5.5%
444 AZO AUTOZONE INC Consumer Cyclical 43.0 $138K 0.01% NEW $3209.30 -8.6%
445 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,386.0 $138K 0.01% NEW $99.57 -13.3%
446 ETH GRAYSCALE ETHEREUM STAKING Financial Services 9,025.0 $136K 0.01% NEW $15.07 +58.3%
447 FIS FIDELITY NATL INFORMATION SV Technology 3,465.0 $135K 0.01% NEW $38.96 +4.1%
448 GXO GXO LOGISTICS INCORPORATED Industrials 2,653.0 $135K 0.01% NEW $50.89 -5.7%
449 WTM WHITE MTNS INS GROUP LTD Financial Services 64.0 $132K 0.01% NEW $2062.50 +3.2%
450 SCHA SCHWAB STRATEGIC TR 3,646.0 $132K 0.01% NEW $36.20 -4.0%
451 LH LABCORP HOLDINGS INC Healthcare 467.0 $131K 0.01% NEW $280.51 +20.0%
452 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1,779.0 $130K 0.01% NEW $73.07 +4.9%
453 VRT VERTIV HOLDINGS CO Industrials 382.0 $128K 0.01% NEW $335.08 -19.6%
454 XYL XYLEM INC Industrials 1,061.0 $126K 0.01% NEW $118.76 -5.1%
455 PIO INVESCO EXCH TRADED FD TR II 2,800.0 $126K 0.01% NEW $45.00 +0.3%
456 IDXX IDEXX LABS INC Healthcare 236.0 $125K 0.01% NEW $529.66 +2.9%
457 CRH PLC 1,172.0 $125K 0.01% NEW $106.66
458 IESC IES HOLDINGS INC Industrials 170.0 $125K 0.01% NEW $735.29 -54.6%
459 LII LENNOX INTL INC Industrials 216.0 $123K 0.01% NEW $569.44 -31.3%
460 AMG AFFILIATED MANAGERS GROUP Financial Services 360.0 $122K 0.01% NEW $338.89 +9.3%
Page 23 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%