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Portfolio (Quarterly) Guide ↗

SMI Advisory Services, LLC

· CIK 0001609008
13F Portfolio $607M AUM 89 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 19 Added 26 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INNOVATOR ETFS TRUST 415,766.0 $11.3M 1.87% NEW $27.27
2 XLE SELECT SECTOR SPDR TR 66,712.0 $4.0M 0.66% NEW $59.68 -4.5%
3 XLU SELECT SECTOR SPDR TR 58,630.0 $2.7M 0.45% NEW $46.17 -2.2%
4 XLRE SELECT SECTOR SPDR TR 34,341.0 $1.4M 0.24% NEW $41.76 +6.9%
5 EMXC ISHARES INC 11,653.0 $925K 0.15% NEW $79.39 +26.5%
6 SCHF SCHWAB STRATEGIC TR 28,076.0 $706K 0.12% NEW $25.14 +9.9%
7 XLP SELECT SECTOR SPDR TR 7,312.0 $604K 0.10% NEW $82.66 +2.3%

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 93.0%
Industrials 3.8%
Healthcare 1.5%
Technology 1.1%
Energy 0.6%