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Portfolio (Quarterly) Guide ↗

Smith Thornton Advisors LLC

· CIK 0002032436
13F Portfolio $227M AUM 140 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 49 Added 27 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 PRA PROASSURANCE CORP Financial Services 66,500 $1.6M 0.83% SOLD
2 XYL XYLEM INC Industrials 3,743 $447K 0.23% SOLD
3 ISRG INTUITIVE SURGICAL INC Healthcare 734 $338K 0.17% SOLD
4 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,829 $232K 0.12% SOLD
5 COP CONOCOPHILLIPS Energy 1,728 $228K 0.12% SOLD
6 SHOP SHOPIFY INC Technology 1,765 $209K 0.10% SOLD
Sector Allocation
Financial Services 29.3%
Technology 21.8%
Communication Services 14.2%
Consumer Defensive 7.5%
Consumer Cyclical 7.1%
Healthcare 6.4%
Industrials 5.5%
Utilities 4.6%
Energy 2.6%
Basic Materials 0.9%