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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 8 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EVRG EVERGY INC Utilities 3,735.0 $306K 0.02% $81.92 +6.5%
142 HBAN HUNTINGTON BANCSHARES INC Financial Services 19,283.0 $302K 0.02% $15.65 +13.7%
143 SRE SEMPRA Utilities 3,100.0 $301K 0.02% $97.17 -3.0%
144 AXP AMERICAN EXPRESS CO Financial Services 948.0 $287K 0.02% $302.48 +12.5%
145 IYY ISHARES TR 1,800.0 $285K 0.01% NEW $158.45 +12.6%
146 FNCL FIDELITY COVINGTON TRUST 3,965.0 $278K 0.01% $70.20 +9.0%
147 CEG CONSTELLATION ENERGY CORP Utilities 981.0 $274K 0.01% -228.0 -18.9% $279.31 -5.5%
148 DFAC DIMENSIONAL ETF TRUST 6,959.0 $270K 0.01% $38.86 +12.7%
149 FLRN SPDR SERIES TRUST 8,737.0 $269K 0.01% $30.78 +0.2%
150 HDV ISHARES TR 1,978.0 $268K 0.01% -220.0 -10.0% $135.72 -79.5%
151 SCHB SCHWAB STRATEGIC TR 10,690.0 $268K 0.01% $25.10 +12.9%
152 NFLX NETFLIX INC. Communication Services 2,768.0 $266K 0.01% +177.0 +6.8% $96.16 -23.2%
153 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 35,000.0 $264K 0.01% -8K -17.6% $7.54 +3.1%
154 INTC INTEL CORP Technology 5,844.0 $258K 0.01% +400.0 +7.3% $44.13 +190.8%
155 ENB ENBRIDGE INC Energy 4,757.0 $258K 0.01% +33.0 +0.7% $54.14 +3.9%
156 UDOW PROSHARES TR 5,000.0 $251K 0.01% $50.18 +35.6%
157 PAYX PAYCHEX INC Industrials 2,698.0 $249K 0.01% -440.0 -14.0% $92.12 +8.4%
158 MDT MEDTRONIC PLC Healthcare 2,837.0 $246K 0.01% -200.0 -6.6% $86.63 -6.5%
159 PH PARKER-HANNIFIN CORP Industrials 271.0 $243K 0.01% $895.24 +8.2%
160 HYG ISHARES TR 3,030.0 $241K 0.01% $79.56 +0.3%
Page 8 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%