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Portfolio (Quarterly) Guide ↗

Smart Money Group LLC

· CIK 0001728866
13F Portfolio $390M AUM 86 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 43 Added 23 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CCNR FINANCIAL INVS TR 68,962.0 $2.6M 0.66% NEW $37.29 +12.9%
2 EXXON MOBIL CORP 10,073.0 $1.4M 0.35% NEW $136.72
3 HIBS DIREXION SHARES ETF TRUST 33,600.0 $585K 0.15% NEW $17.40 +5.2%
4 POWL POWELL INDS INC Industrials 1,119.0 $321K 0.08% NEW $286.48 -32.8%
5 LLY ELI LILLY & CO Healthcare 235.0 $282K 0.07% NEW $1197.91 -1.8%

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 36.3%
Technology 21.7%
Industrials 10.9%
Consumer Cyclical 9.9%
Healthcare 6.7%
Consumer Defensive 5.3%
Communication Services 5.1%
Energy 3.1%
Utilities 1.0%