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Portfolio (Quarterly) Guide ↗

SMITH CHAS P & ASSOCIATES PA CPAS

· CIK 0001082509
13F Portfolio $1.9B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 174 New
Page 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFUV DIMENSIONAL ETF TRUST 18,697.0 $871K 0.05% NEW $46.59 +18.2%
82 TFC TRUIST FINL CORP Financial Services 17,005.0 $837K 0.04% NEW $49.21 +2.6%
83 ADBE ADOBE INC Technology 2,027.0 $709K 0.04% NEW $349.99 -42.1%
84 IVW ISHARES TR 5,683.0 $701K 0.04% NEW $123.27 +7.6%
85 DFAT DIMENSIONAL ETF TRUST 11,646.0 $693K 0.04% NEW $59.54 +17.4%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 16,890.0 $688K 0.04% NEW $40.73 +14.3%
87 MA MASTERCARD INCORPORATED Financial Services 1,186.0 $677K 0.04% NEW $570.88 -12.6%
88 VB VANGUARD INDEX FDS 2,512.0 $648K 0.03% NEW $257.95 +16.1%
89 DFAS DIMENSIONAL ETF TRUST 9,260.0 $645K 0.03% NEW $69.67 +17.5%
90 VIG VANGUARD SPECIALIZED FUNDS 2,930.0 $644K 0.03% NEW $219.78 +6.7%
91 SCHG SCHWAB STRATEGIC TR 19,624.0 $640K 0.03% NEW $32.62 +0.6%
92 TSLA TESLA INC Consumer Cyclical 1,394.0 $627K 0.03% NEW $449.72 -15.6%
93 SOUTHSTATE BK CORP 6,660.0 $627K 0.03% NEW $94.11
94 PNC PNC FINL SVCS GROUP INC Financial Services 2,908.0 $607K 0.03% NEW $208.70 +17.4%
95 USB US BANCORP DEL Financial Services 11,357.0 $606K 0.03% NEW $53.36 +14.2%
96 JEPQ J P MORGAN EXCHANGE TRADED F 10,416.0 $605K 0.03% NEW $58.12 +2.2%
97 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,875.0 $582K 0.03% NEW $310.24 +21.6%
98 DUK DUKE ENERGY CORP NEW Utilities 4,934.0 $578K 0.03% NEW $117.22 +9.5%
99 WM WASTE MGMT INC DEL Industrials 2,609.0 $573K 0.03% NEW $219.71 +2.6%
100 T AT&T INC Communication Services 22,273.0 $553K 0.03% NEW $24.84 -8.5%
Page 5 of 9  ·  174 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
Financial Services 20.8%
Technology 17.9%
Healthcare 13.8%
Consumer Defensive 12.6%
Industrials 11.9%
Consumer Cyclical 11.2%
Communication Services 8.6%
Basic Materials 2.2%
Utilities 0.5%
Energy 0.4%