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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
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RY ROYAL BK CDA Financial Services 1,398.0 $226K 0.01% -175.0 -11.1% $161.78 +25.4%
62 ISCG ISHARES TR 3,908.0 $214K 0.01% -376.0 -8.8% $54.80 +17.4%
63 KVUE KENVUE INC Consumer Defensive 11,733.0 $202K 0.01% -223.0 -1.9% $17.24 +11.0%
64 VO VANGUARD INDEX FDS 701.0 $201K 0.01% -9.0 -1.3% $287.18 -72.1%
65 PFN PIMCO INCOME STRATEGY FD II Financial Services 28,069.0 $193K 0.01% -4K -12.7% $6.89 +1.6%
Page 4 of 4  ·  65 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 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%