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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 30 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,795.0 $60K 0.00% NEW $33.43 +9.0%
582 FTA FIRST TR EXCHANGE-TRADED ALP 600.0 $58K 0.00% NEW $96.67 +6.9%
583 SWKS SKYWORKS SOLUTIONS INC Technology 852.0 $58K 0.00% NEW $68.08 -3.4%
584 VSNT VERSANT MEDIA GROUP INC Industrials 1,682.0 $58K 0.00% NEW $34.48 +19.0%
585 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 60.0 $58K 0.00% NEW $966.67 -14.2%
586 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 3,000.0 $57K 0.00% NEW $19.00 +14.9%
587 ATOM ATOMERA INC Technology 6,445.0 $56K 0.00% NEW $8.69 -51.7%
588 FLCB FRANKLIN TEMPLETON ETF TR 2,600.0 $56K 0.00% NEW $21.54 -2.2%
589 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 4,500.0 $56K 0.00% NEW $12.44 +20.1%
590 SN SHARKNINJA INC Consumer Cyclical 365.0 $56K 0.00% NEW $153.42 +24.6%
591 AWI ARMSTRONG WORLD INDS INC NEW Industrials 343.0 $55K 0.00% NEW $160.35 +9.2%
592 CRL CHARLES RIV LABS INTL INC Healthcare 239.0 $55K 0.00% NEW $230.13 +26.7%
593 BWXT BWX TECHNOLOGIES INC Industrials 273.0 $54K 0.00% NEW $197.80 -22.7%
594 FANG DIAMONDBACK ENERGY INC Energy 308.0 $54K 0.00% NEW $175.32 +12.7%
595 HUM HUMANA INC Healthcare 136.0 $54K 0.00% NEW $397.06 -2.9%
596 EWC ISHARES INC 936.0 $54K 0.00% NEW $57.69 +7.0%
597 NOV NOV INC Energy 2,888.0 $54K 0.00% NEW $18.70 +12.3%
598 SAIA SAIA INC Industrials 129.0 $54K 0.00% NEW $418.60 -15.9%
599 SAP SAP SE Technology 366.0 $54K 0.00% NEW $147.54 +50.2%
600 AOS SMITH A O CORP Industrials 874.0 $54K 0.00% NEW $61.78 -2.3%
Page 30 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%