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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 25 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 554.0 $107K 0.00% NEW $193.14 +3.6%
482 VTHR VANGUARD SCOTTSDALE FDS 320.0 $106K 0.00% NEW $331.25 +2.9%
483 ALV AUTOLIV INC Consumer Cyclical 919.0 $106K 0.00% NEW $115.34 +6.6%
484 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 272.0 $105K 0.00% NEW $386.03 +3.4%
485 BGC BGC GROUP INC Financial Services 9,713.0 $104K 0.00% NEW $10.71 +13.0%
486 SIGI SELECTIVE INS GROUP INC Financial Services 1,068.0 $104K 0.00% NEW $97.38 -5.2%
487 KMX CARMAX INC Consumer Cyclical 1,950.0 $103K 0.00% NEW $52.82 +18.6%
488 C CITIGROUP INC Financial Services 735.0 $103K 0.00% NEW $140.14 -5.3%
489 IWS ISHARES TR 614.0 $102K 0.00% NEW $166.12 +3.4%
490 DLTR DOLLAR TREE INC Consumer Defensive 847.0 $102K 0.00% NEW $120.42 +5.5%
491 DY DYCOM INDS INC Industrials 200.0 $101K 0.00% NEW $505.00 -39.0%
492 ALB ALBEMARLE CORP Basic Materials 748.0 $101K 0.00% NEW $135.03 +0.6%
493 OHI OMEGA HEALTHCARE INVS INC Real Estate 2,091.0 $101K 0.00% NEW $48.30 -4.2%
494 ATR APTARGROUP INC Healthcare 800.0 $100K 0.00% NEW $125.00 +6.3%
495 HYDR GLOBAL X FDS 1,887.0 $100K 0.00% NEW $52.99 -16.7%
496 MLM MARTIN MARIETTA MATLS INC Basic Materials 175.0 $99K 0.00% NEW $565.71 -6.6%
497 DPZ DOMINOS PIZZA INC Consumer Cyclical 328.0 $98K 0.00% NEW $298.78 +11.1%
498 TFC TRUIST FINL CORP Financial Services 1,970.0 $98K 0.00% NEW $49.75 +1.1%
499 SCHE SCHWAB STRATEGIC TR 2,665.0 $97K 0.00% NEW $36.40 +2.4%
500 DFJ WISDOMTREE TR 925.0 $97K 0.00% NEW $104.86 +8.8%
Page 25 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%