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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 26 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FRDM EA SERIES TRUST 1,328.0 $97K 0.00% NEW $73.04 -5.2%
502 ICLR ICON PUB LTD CO Healthcare 559.0 $97K 0.00% NEW $173.52 -2.2%
503 NMIH NMI HLDGS INC Financial Services 2,354.0 $96K 0.00% NEW $40.78 +9.9%
504 EMN EASTMAN CHEM CO Basic Materials 1,447.0 $96K 0.00% NEW $66.34 +9.5%
505 EA ELECTRONIC ARTS INC Communication Services 467.0 $96K 0.00% NEW $205.57 +2.0%
506 ZTS ZOETIS INC Healthcare 1,311.0 $96K 0.00% NEW $73.23 +2.5%
507 GM GENERAL MTRS CO Consumer Cyclical 1,234.0 $95K 0.00% NEW $76.99 +11.9%
508 IWD ISHARES TR 390.0 $95K 0.00% NEW $243.59 +5.7%
509 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 2,440.0 $95K 0.00% NEW $38.93 +3.4%
510 XLE SELECT SECTOR SPDR TR 1,770.0 $94K 0.00% NEW $53.11 +17.3%
511 RMD RESMED INC Healthcare 470.0 $93K 0.00% NEW $197.87 +19.1%
512 POR PORTLAND GEN ELEC CO Utilities 1,760.0 $92K 0.00% NEW $52.27 -4.7%
513 GD GENERAL DYNAMICS CORP Industrials 263.0 $92K 0.00% NEW $349.81 +8.6%
514 IJS ISHARES TR 668.0 $91K 0.00% NEW $136.23 +1.3%
515 GSK GSK PLC Healthcare 1,709.0 $89K 0.00% NEW $52.08 -3.5%
516 TRMB TRIMBLE INC Technology 1,716.0 $89K 0.00% NEW $51.86 +18.7%
517 EQT EQT CORP Energy 1,676.0 $89K 0.00% NEW $53.10 +3.1%
518 KR KROGER CO Consumer Defensive 1,585.0 $89K 0.00% NEW $56.15 +1.4%
519 BKH BLACK HILLS CORP Utilities 1,175.0 $88K 0.00% NEW $74.89 -2.0%
520 FNDE SCHWAB STRATEGIC TR 2,233.0 $88K 0.00% NEW $39.41 +6.8%
Page 26 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%