Institutions / Smith, Moore & Co.
Smith, Moore & Co.
CIK 200724 · Institution · as of Dec 31, 2025
Portfolio value
$1.32B
Positions
526
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 526 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $74.04M | 5.6% |
| Vanguard Index Fds | $63.15M | 4.8% |
| iShares Tr | $42.43M | 3.2% |
| Bondbloxx ETF Trust | $39.74M | 3.0% |
| Apple Inc. | $39.42M | 3.0% |
| SPDR S&P Midcap 400 ETF Tr | $36.13M | 2.7% |
| iShares Tr | $35.10M | 2.7% |
| SPDR S&P 500 ETF Tr | $30.82M | 2.3% |
| iShares Tr | $25.69M | 1.9% |
| Vanguard Specialized Funds | $19.33M | 1.5% |
| Tidal Trust I | $19.10M | 1.4% |
| Invesco Qqq Tr | $17.74M | 1.3% |
| Capital Group Dividend Value | $17.64M | 1.3% |
| Vanguard Tax-Managed Fds | $17.39M | 1.3% |
| iShares Tr | $16.87M | 1.3% |
| NVIDIA Corp | $15.84M | 1.2% |
| iShares Tr | $15.49M | 1.2% |
| ProShares Tr | $15.47M | 1.2% |
| PIMCO ETF Tr | $15.42M | 1.2% |
| Capital Group Growth ETF | $13.92M | 1.1% |
| J P Morgan Exchange Traded F | $13.87M | 1.0% |
| First Tr Exchange Traded Fd | $13.57M | 1.0% |
| Microsoft Corp | $12.70M | 1.0% |
| Invesco Exchange Traded Fd T | $12.48M | 0.9% |
| Vanguard Index Fds | $11.36M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.