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Portfolio (Quarterly) Guide ↗

SMITH CHAS P & ASSOCIATES PA CPAS

· CIK 0001082509
13F Portfolio $1.8B AUM 176 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 43 Added 65 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRM SALESFORCE INC Technology 2,499.0 $466K 0.03% NEW $186.67 -15.2%
2 IJH ISHARES TR 5,929.0 $400K 0.02% NEW $67.53 +12.8%
3 IYY ISHARES TR 1,800.0 $285K 0.01% NEW $158.45 +12.6%
4 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,294.0 $221K 0.01% NEW $96.47 +13.4%
5 NZF NUVEEN MUN CR INCOME FD Financial Services 12,385.0 $151K 0.01% NEW $12.18 +4.4%
6 CLM CORNERSTONE STRATEGIC INVEST Financial Services 20,663.0 $150K 0.01% NEW $7.28 +2.1%
7 TIDAL TRUST II 13,115.0 $134K 0.01% NEW $10.23
8 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 11,800.0 $122K 0.01% NEW $10.38 +1.1%

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
Financial Services 19.9%
Technology 16.1%
Healthcare 15.2%
Industrials 13.7%
Consumer Defensive 12.3%
Consumer Cyclical 11.1%
Communication Services 7.9%
Basic Materials 2.7%
Energy 0.6%
Utilities 0.5%