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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 40 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CINF CINCINNATI FINL CORP Financial Services 110.0 $20K 0.00% NEW $181.82 -5.1%
782 CHCO CITY HLDG CO Financial Services 155.0 $20K 0.00% NEW $129.03 +11.0%
783 INGR INGREDION INC Consumer Defensive 225.0 $20K 0.00% NEW $88.89 +16.4%
784 BSCR INVESCO EXCH TRD SLF IDX FD 1,073.0 $20K 0.00% NEW $18.64 +5.2%
785 LYV LIVE NATION ENTERTAINMENT IN Communication Services 110.0 $20K 0.00% NEW $181.82 -0.6%
786 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 190.0 $20K 0.00% NEW $105.26 +6.6%
787 REZI RESIDEO TECHNOLOGIES INC Industrials 633.0 $20K 0.00% NEW $31.60 -36.8%
788 TRN TRINITY INDS INC Industrials 575.0 $20K 0.00% NEW $34.78 -15.2%
789 CANADIAN PACIFIC KANSAS CITY 227.0 $20K 0.00% NEW $88.11
790 ESS ESSEX PPTY TR INC Real Estate 66.0 $19K 0.00% NEW $287.88 -2.5%
791 FRT FEDERAL RLTY INVT TR NEW Real Estate 150.0 $19K 0.00% NEW $126.67 -7.7%
792 FVD FIRST TR EXCHANGE-TRADED FD 400.0 $19K 0.00% NEW $47.50 +6.3%
793 IYR ISHARES TR 188.0 $19K 0.00% NEW $101.06 +2.7%
794 MATW MATTHEWS INTL CORP Industrials 700.0 $19K 0.00% NEW $27.14 -22.5%
795 NBTB NBT BANCORP INC Financial Services 375.0 $19K 0.00% NEW $50.67 +1.5%
796 NGG NATIONAL GRID PLC Utilities 222.0 $19K 0.00% NEW $85.59 -7.2%
797 SFM SPROUTS FMRS MKT INC Consumer Defensive 215.0 $19K 0.00% NEW $88.37 -8.3%
798 URBN URBAN OUTFITTERS INC Consumer Cyclical 260.0 $19K 0.00% NEW $73.08 +7.8%
799 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,099.0 $19K 0.00% NEW $17.29 +16.1%
800 DAC DANAOS CORPORATION Industrials 160.0 $19K 0.00% NEW $118.75 +27.4%
Page 40 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%