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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 20 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WST WEST PHARMACEUTICAL SVSC INC Healthcare 510.0 $183K 0.01% NEW $358.82 -3.5%
382 SJM SMUCKER J M CO Consumer Defensive 1,615.0 $182K 0.01% NEW $112.69 +17.0%
383 RWO SPDR INDEX SHS FDS 3,664.0 $182K 0.01% NEW $49.67 +1.1%
384 FNDA SCHWAB STRATEGIC TR 4,738.0 $180K 0.01% NEW $37.99 -1.0%
385 SNPS SYNOPSYS INC Technology 403.0 $180K 0.01% NEW $446.65 +4.1%
386 MAR MARRIOTT INTL INC NEW Consumer Cyclical 481.0 $178K 0.01% NEW $370.06 -4.4%
387 NFG NATIONAL FUEL GAS CO Energy 2,300.0 $178K 0.01% NEW $77.39 +7.1%
388 PFF ISHARES TR 5,748.0 $177K 0.01% NEW $30.79 -0.5%
389 CDW CDW CORP Technology 1,250.0 $177K 0.01% NEW $141.60 +5.2%
390 GILD GILEAD SCIENCES INC Healthcare 1,402.0 $177K 0.01% NEW $126.25 +17.9%
391 GDX VANECK ETF TRUST 2,346.0 $177K 0.01% NEW $75.45 +37.4%
392 IWP ISHARES TR 1,197.0 $176K 0.01% NEW $147.03 -2.5%
393 HCA HCA HEALTHCARE INC Healthcare 450.0 $176K 0.01% NEW $391.11 +7.2%
394 FMB FIRST TR EXCH TRADED FD III 3,380.0 $174K 0.01% NEW $51.48 -2.7%
395 PHM PULTE GROUP INC Consumer Cyclical 1,265.0 $174K 0.01% NEW $137.55 -7.9%
396 UFOX ETF SER SOLUTIONS 1,830.0 $174K 0.01% NEW $95.08 -12.1%
397 CBRE CBRE GROUP INC Real Estate 1,284.0 $173K 0.01% NEW $134.74 +9.3%
398 SOLV SOLVENTUM CORP Healthcare 2,174.0 $168K 0.01% NEW $77.28 +17.7%
399 CAH CARDINAL HEALTH INC Healthcare 700.0 $167K 0.01% NEW $238.57 -1.4%
400 NRG NRG ENERGY INC Utilities 1,135.0 $166K 0.01% NEW $146.26 -21.8%
Page 20 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%