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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 50 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 EXPE EXPEDIA GROUP INC Consumer Cyclical 20.0 $5K NEW $250.00 +31.3%
982 FCX FREEPORT MCMORAN INC Basic Materials 80.0 $5K NEW $62.50 +26.7%
983 IT GARTNER INC Technology 39.0 $5K NEW $128.21 +54.9%
984 NACP TIDAL TRUST III 75.0 $5K NEW $66.67 -9.9%
985 ING ING GROEP N.V. Financial Services 157.0 $5K NEW $31.85 +10.0%
986 ACWX ISHARES TR 61.0 $5K NEW $81.97 -5.1%
987 LCII LCI INDS Consumer Cyclical 50.0 $5K NEW $100.00 +3.0%
988 MAA MID-AMER APT CMNTYS INC Real Estate 37.0 $5K NEW $135.14 -4.2%
989 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 233.0 $5K NEW $21.46 -34.0%
990 NJR NEW JERSEY RES CORP Utilities 85.0 $5K NEW $58.82 -8.7%
991 PEN PENUMBRA INC Healthcare 17.0 $5K NEW $294.12 +9.7%
992 POST POST HLDGS INC Consumer Defensive 75.0 $5K NEW $66.67 +24.4%
993 RGEN REPLIGEN CORP Healthcare 35.0 $5K NEW $142.86 +27.3%
994 TSN TYSON FOODS INC Consumer Defensive 95.0 $5K NEW $52.63 +5.5%
995 VNT VONTIER CORPORATION Technology 178.0 $5K NEW $28.09 +18.9%
996 ASH ASHLAND INC Basic Materials 70.0 $4K NEW $57.14 +29.7%
997 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 159.0 $4K NEW $25.16 +14.0%
998 CCJ CAMECO CORP Energy 43.0 $4K NEW $93.02 +13.6%
999 NUBD NUSHARES ETF TR 211.0 $4K NEW $18.96 +15.3%
1000 PRU PRUDENTIAL FINL INC Financial Services 38.0 $4K NEW $105.26 +14.1%
Page 50 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%