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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 31 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HSBC HSBC HLDGS PLC Financial Services 564.0 $53K 0.00% NEW $93.97 +10.3%
602 ASX ASE TECHNOLOGY HLDG CO LTD Technology 1,151.0 $52K 0.00% NEW $45.18 -16.3%
603 AA ALCOA CORP Basic Materials 962.0 $52K 0.00% NEW $54.05 -7.8%
604 EOG EOG RES INC Energy 410.0 $52K 0.00% NEW $126.83 +13.5%
605 FLS FLOWSERVE CORP Industrials 700.0 $52K 0.00% NEW $74.29 +7.4%
606 IDA IDACORP INC Utilities 340.0 $52K 0.00% NEW $152.94 -11.1%
607 PECO PHILLIPS EDISON & CO INC Real Estate 1,249.0 $52K 0.00% NEW $41.63 -6.0%
608 B BARRICK MNG CORP Basic Materials 1,409.0 $51K 0.00% NEW $36.20 +25.9%
609 BANK OF AMER CORP 41.0 $51K 0.00% NEW $1243.90
610 ACES ALPS ETF TR 1,412.0 $50K 0.00% NEW $35.41 -14.9%
611 CRWV COREWEAVE INC Technology 500.0 $50K 0.00% NEW $100.00 -16.4%
612 GAP GAP INC Consumer Cyclical 2,700.0 $50K 0.00% NEW $18.52 +26.7%
613 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,506.0 $50K 0.00% NEW $33.20 +32.7%
614 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 295.0 $50K 0.00% NEW $169.49 -8.9%
615 RVTY REVVITY INC Healthcare 450.0 $50K 0.00% NEW $111.11 +15.3%
616 SEIC SEI INVTS CO Financial Services 574.0 $50K 0.00% NEW $87.11 +27.9%
617 VGT VANGUARD WORLD FD 416.0 $50K 0.00% NEW $120.19 +0.3%
618 FEDEX FGHT HLDG CO INC 326.0 $50K 0.00% NEW $153.37
619 DKS DICKS SPORTING GOODS INC Consumer Cyclical 217.0 $49K 0.00% NEW $225.81 -40.8%
620 FTV FORTIVE CORP Technology 792.0 $49K 0.00% NEW $61.87 -4.1%
Page 31 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%