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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFN PIMCO INCOME STRATEGY FD II Financial Services 32,151.0 $241K 0.01% NEW $7.50 -6.7%
162 PH PARKER-HANNIFIN CORP Industrials 271.0 $238K 0.01% NEW $878.96 +10.2%
163 ISCG ISHARES TR 4,284.0 $238K 0.01% NEW $55.46 +16.0%
164 ESGV VANGUARD WORLD FD 1,957.0 $237K 0.01% NEW $120.96 +6.7%
165 IWF ISHARES TR 498.0 $236K 0.01% NEW $473.30 -74.8%
166 ENB ENBRIDGE INC Energy 4,724.0 $226K 0.01% NEW $47.83 +17.6%
167 C CITIGROUP INC Financial Services 1,811.0 $211K 0.01% NEW $116.69 +21.5%
168 ISCB ISHARES TR 3,184.0 $207K 0.01% NEW $65.01 +14.5%
169 KVUE KENVUE INC Consumer Defensive 11,956.0 $206K 0.01% NEW $17.25 +10.9%
170 VO VANGUARD INDEX FDS 710.0 $206K 0.01% NEW $290.22 -72.4%
171 VWO VANGUARD INTL EQUITY INDEX F 3,810.0 $205K 0.01% NEW $53.76 +9.0%
172 FTEC FIDELITY COVINGTON TRUST 904.0 $203K 0.01% NEW $224.67 +21.3%
173 INTC INTEL CORP Technology 5,444.0 $201K 0.01% NEW $36.90 +247.8%
174 GRAB GRAB HOLDINGS LIMITED Technology 11,000.0 $55K 0.00% NEW $4.99 -28.9%
Page 9 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%