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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 38 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FR FIRST INDL RLTY TR INC Real Estate 390.0 $25K 0.00% NEW $64.10 -2.9%
742 BLD TOPBUILD COR Industrials 70.0 $25K 0.00% NEW $357.14 -0.7%
743 EAT BRINKER INTL INC Consumer Cyclical 144.0 $24K 0.00% NEW $166.67 +39.9%
744 CNC CENTENE CORP DEL Healthcare 372.0 $24K 0.00% NEW $64.52 +0.3%
745 CVE CENOVUS ENERGY INC Energy 936.0 $24K 0.00% NEW $25.64 +22.7%
746 CUZ COUSINS PPTYS INC Real Estate 800.0 $24K 0.00% NEW $30.00 -1.6%
747 EEMA ISHARES INC 207.0 $24K 0.00% NEW $115.94 +1.2%
748 NWPX NWPX INFRASTRUCTURE INC Industrials 159.0 $24K 0.00% NEW $150.94 -25.9%
749 AVY AVERY DENNISON CORP Industrials 140.0 $23K 0.00% NEW $164.29 +7.7%
750 BALL BALL CORP Consumer Cyclical 375.0 $23K 0.00% NEW $61.33 +3.3%
751 BR BROADRIDGE FINL SOLUTIONS IN Technology 170.0 $23K 0.00% NEW $135.29 +36.2%
752 FPE FIRST TR EXCH TRADED FD III 1,303.0 $23K 0.00% NEW $17.65 +0.4%
753 OSK OSHKOSH CORP Industrials 150.0 $23K 0.00% NEW $153.33 +0.5%
754 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 213.0 $23K 0.00% NEW $107.98 -6.4%
755 RWR SPDR SERIES TRUST 200.0 $23K 0.00% NEW $115.00 -1.3%
756 TWLO TWILIO INC Communication Services 110.0 $23K 0.00% NEW $209.09 +16.2%
757 UHS UNIVERSAL HLTH SVCS INC Healthcare 155.0 $23K 0.00% NEW $148.39 +14.8%
758 EXC EXELON CORP Utilities 478.0 $22K 0.00% NEW $46.03 -4.4%
759 ARGT GLOBAL X FDS 237.0 $22K 0.00% NEW $92.83 +1.1%
760 BSCV INVESCO EXCH TRD SLF IDX FD 1,309.0 $22K 0.00% NEW $16.81 -3.6%
Page 38 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%