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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
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HUBB HUBBELL INC Industrials 4,128.0 $2.1M 0.34% $499.20 -3.0%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,332.0 $1.5M 0.25% -1K -38.8% $658.86 +13.9%
23 XLF SELECT SECTOR SPDR TR 29,891.0 $1.5M 0.25% -43K -59.0% $49.88 +3.1%
24 XLRE SELECT SECTOR SPDR TR 34,341.0 $1.4M 0.24% NEW $41.76 +6.9%
25 XLY SELECT SECTOR SPDR TR 12,036.0 $1.3M 0.22% -7K -35.3% $109.04 +11.5%
26 XLC SELECT SECTOR SPDR TR 11,666.0 $1.3M 0.21% -17K -59.7% $111.76 +4.0%
27 XLI SELECT SECTOR SPDR TR 6,957.0 $1.1M 0.19% -3K -33.0% $164.60 +5.9%
28 XLV SELECT SECTOR SPDR TR 7,737.0 $1.1M 0.19% +6K +290.4% $146.28 +1.7%
29 QQQM INVESCO EXCH TRADED FD TR II 4,341.0 $1.1M 0.17% -21K -83.1% $242.32 +24.0%
30 LLY ELI LILLY & CO Healthcare 1,088.0 $1.0M 0.17% $927.47 +16.8%
31 EMXC ISHARES INC 11,653.0 $925K 0.15% NEW $79.39 +26.5%
32 IBDR ISHARES TR 32,858.0 $794K 0.13% +1K +4.5% $24.17 +0.3%
33 NVDA NVIDIA CORPORATION Technology 4,280.0 $760K 0.12% $177.64 +19.7%
34 SCHF SCHWAB STRATEGIC TR 28,076.0 $706K 0.12% NEW $25.14 +9.9%
35 IWF ISHARES TR 1,631.0 $704K 0.12% -730.0 -30.9% $431.72 -70.9%
36 BSCQ INVESCO EXCH TRD SLF IDX FD 32,842.0 $642K 0.11% +860.0 +2.7% $19.54 -0.1%
37 SCHK SCHWAB STRATEGIC TR 19,153.0 $608K 0.10% -421.0 -2.1% $31.74 +13.7%
38 XLP SELECT SECTOR SPDR TR 7,312.0 $604K 0.10% NEW $82.66 +2.3%
39 VOO VANGUARD INDEX FDS 993.0 $602K 0.10% -363.0 -26.8% $605.85 +13.9%
40 VV VANGUARD INDEX FDS 1,961.0 $594K 0.10% -507.0 -20.5% $302.75 +14.0%
Page 2 of 3  ·  60 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 93.0%
Industrials 3.8%
Healthcare 1.5%
Technology 1.1%
Energy 0.6%