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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 29 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CTAS CINTAS CORP Industrials 392.0 $67K 0.00% NEW $170.92 +19.4%
562 MDYV SPDR SERIES TRUST 700.0 $66K 0.00% NEW $94.29 +1.0%
563 PRF INVESCO EXCHANGE TRADED FD T 1,205.0 $65K 0.00% NEW $53.94 +4.0%
564 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 240.0 $65K 0.00% NEW $270.83 -11.3%
565 BAX BAXTER INTL INC Healthcare 2,976.0 $64K 0.00% NEW $21.51 +20.6%
566 ESGE ISHARES INC 1,142.0 $64K 0.00% NEW $56.04 -3.0%
567 MAS MASCO CORP Industrials 800.0 $64K 0.00% NEW $80.00 -9.0%
568 VPU VANGUARD WORLD FD 325.0 $64K 0.00% NEW $196.92 -5.2%
569 BRO BROWN & BROWN INC Financial Services 1,007.0 $63K 0.00% NEW $62.56 +14.1%
570 HIG HARTFORD INSURANCE GROUP INC Financial Services 475.0 $63K 0.00% NEW $132.63 +3.9%
571 XJH ISHARES TR 1,216.0 $63K 0.00% NEW $51.81 +0.0%
572 PLTR PALANTIR TECHNOLOGIES INC Technology 542.0 $63K 0.00% NEW $116.24 +60.0%
573 IEX IDEX CORP Industrials 277.0 $62K 0.00% NEW $223.83 +4.5%
574 MET METLIFE INC Financial Services 722.0 $62K 0.00% NEW $85.87 +12.1%
575 ET ENERGY TRANSFER L P Energy 3,167.0 $61K 0.00% NEW $19.26 +11.0%
576 UAL UNITED AIRLS HLDGS INC Industrials 450.0 $61K 0.00% NEW $135.56 -17.1%
577 VRSN VERISIGN INC Technology 235.0 $61K 0.00% NEW $259.57 +13.5%
578 VTRS VIATRIS INC Healthcare 3,809.0 $61K 0.00% NEW $16.01 +5.5%
579 EGP EASTGROUP PPTYS INC Real Estate 298.0 $60K 0.00% NEW $201.34 -0.7%
580 FCF FIRST COMWLTH FINL CORP PA Financial Services 3,000.0 $60K 0.00% NEW $20.00 +4.0%
Page 29 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%