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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 7 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABT ABBOTT LABORATORIES Healthcare 3,625.0 $372K 0.02% -778.0 -17.7% $102.67 -8.3%
122 PFFA ETFIS SER TR I 18,000.0 $366K 0.02% $20.36 +0.9%
123 GLW CORNING INC Technology 2,688.0 $365K 0.02% -675.0 -20.1% $135.97 +64.0%
124 TQQQ PROSHARES TR 8,705.0 $363K 0.02% $41.68 +72.3%
125 IJS ISHARES TR 3,027.0 $359K 0.02% $118.46 +15.6%
126 IVE ISHARES TR 1,697.0 $358K 0.02% $211.15 +7.3%
127 DIS DISNEY WALT CO Communication Services 3,711.0 $358K 0.02% +181.0 +5.1% $96.37 +2.5%
128 COP CONOCOPHILLIPS Energy 2,676.0 $353K 0.02% -500.0 -15.7% $131.99 -19.7%
129 VEU VANGUARD INTL EQUITY INDEX F 4,635.0 $348K 0.02% +310.0 +7.2% $75.10 +10.1%
130 CWB SPDR SERIES TRUST 3,763.0 $344K 0.02% -245.0 -6.1% $91.52 +15.3%
131 FSEC FIDELITY MERRIMACK STR TR 7,818.0 $343K 0.02% $43.84 +0.7%
132 IWP ISHARES TR 2,600.0 $333K 0.02% $128.12 +10.5%
133 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 980.0 $331K 0.02% -99.0 -9.2% $337.78 +28.0%
134 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 18,000.0 $327K 0.02% -3K -14.3% $18.15 +2.1%
135 UPS UNITED PARCEL SVCS INC Industrials 3,248.0 $320K 0.02% +31.0 +1.0% $98.38 +9.9%
136 BDX BECTON DICKINSON & CO Healthcare 2,032.0 $319K 0.02% $157.23 -0.8%
137 OEF ISHARES TR 980.0 $312K 0.02% $318.07 +12.4%
138 AON AON PLC Financial Services 965.0 $311K 0.02% $322.78 +1.8%
139 FITB FIFTH THIRD BANCORP Financial Services 6,628.0 $308K 0.02% $46.46 +21.2%
140 VUG VANGUARD INDEX FDS 701.0 $306K 0.02% $436.79 -81.1%
Page 7 of 9  ·  176 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%