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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 5 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EEM ISHARES TR 58,600.0 $4.0M 0.16% NEW $68.40 -1.8%
82 IRM IRON MTN INC DEL Real Estate 31,715.0 $4.0M 0.16% NEW $126.34 -3.9%
83 CSCO CISCO SYS INC Technology 33,939.0 $4.0M 0.16% NEW $117.45 -4.3%
84 SHM SPDR SERIES TRUST 79,658.0 $3.8M 0.15% NEW $47.98 -0.4%
85 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,852.0 $3.8M 0.15% NEW $477.59 -12.5%
86 HD HOME DEPOT INC Consumer Cyclical 10,546.0 $3.7M 0.15% NEW $352.65 -5.0%
87 NEE NEXTERA ENERGY INC Utilities 42,369.0 $3.7M 0.15% NEW $87.75 -4.0%
88 MA MASTERCARD INCORPORATED Financial Services 7,160.0 $3.7M 0.15% NEW $513.41 +16.6%
89 AXP AMERICAN EXPRESS CO Financial Services 10,347.0 $3.5M 0.14% NEW $338.17 -0.6%
90 META META PLATFORMS INC Communication Services 6,167.0 $3.5M 0.14% NEW $563.48 +2.2%
91 MU MICRON TECHNOLOGY INC Technology 2,983.0 $3.4M 0.14% NEW $1155.21 -18.8%
92 CVX CHEVRON CORPORATION Energy 19,801.0 $3.3M 0.13% NEW $165.80 +20.8%
93 BE BLOOM ENERGY CORP Industrials 10,721.0 $3.2M 0.13% NEW $302.68 -27.9%
94 INTC INTEL CORP Technology 21,464.0 $3.0M 0.12% NEW $139.63 -36.8%
95 DE DEERE & CO Industrials 4,603.0 $2.9M 0.12% NEW $634.37 +0.0%
96 SCHG SCHWAB STRATEGIC TR 85,447.0 $2.9M 0.12% NEW $33.86 +4.3%
97 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,720.0 $2.9M 0.12% NEW $504.90 +25.5%
98 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,546.0 $2.8M 0.11% NEW $223.66 +25.8%
99 KO COCA COLA CO Consumer Defensive 34,082.0 $2.8M 0.11% NEW $81.22 +10.9%
100 BIL SPDR SERIES TRUST 30,085.0 $2.8M 0.11% NEW $91.64 -0.0%
Page 5 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%