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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GE GE AEROSPACE Industrials 835.0 $237K 0.01% $283.66 +30.1%
162 RY ROYAL BK CDA Financial Services 1,398.0 $226K 0.01% -175.0 -11.1% $161.78 +25.4%
163 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,294.0 $221K 0.01% NEW $96.47 +13.4%
164 ESGV VANGUARD WORLD FD 1,957.0 $220K 0.01% $112.27 +15.0%
165 BLK BLACKROCK INC Financial Services 228.0 $219K 0.01% $962.21 +0.3%
166 ISCG ISHARES TR 3,908.0 $214K 0.01% -376.0 -8.8% $54.80 +17.4%
167 IWF ISHARES TR 498.0 $212K 0.01% $426.40 -72.1%
168 ISCB ISHARES TR 3,184.0 $207K 0.01% $65.09 +14.4%
169 VWO VANGUARD INTL EQUITY INDEX F 3,810.0 $206K 0.01% $54.05 +8.4%
170 KVUE KENVUE INC Consumer Defensive 11,733.0 $202K 0.01% -223.0 -1.9% $17.24 +11.0%
171 VO VANGUARD INDEX FDS 701.0 $201K 0.01% -9.0 -1.3% $287.18 -72.1%
172 PFN PIMCO INCOME STRATEGY FD II Financial Services 28,069.0 $193K 0.01% -4K -12.7% $6.89 +1.6%
173 NZF NUVEEN MUN CR INCOME FD Financial Services 12,385.0 $151K 0.01% NEW $12.18 +4.4%
174 CLM CORNERSTONE STRATEGIC INVEST Financial Services 20,663.0 $150K 0.01% NEW $7.28 +2.1%
175 TIDAL TRUST II 13,115.0 $134K 0.01% NEW $10.23
176 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 11,800.0 $122K 0.01% NEW $10.38 +1.1%
Page 9 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%