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CIK: 0000200724
Total reported value
$1.5B
$1.5B
558 檔
16.7%
During the Q1 2026 filing period, Smith, Moore & Co. (CIK: 0000200724) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 558 reported positions.
In Q1 2026, Smith, Moore & Co. displayed an active expansion posture, initiating 40 new positions and adding to 83 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 558 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | +0.26% | +1.26% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.41% | +0.15% | +0.39% | |
| 3 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 3.23% | -0.32% | +12.11% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.05% | -0.14% | -0.59% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.76% | +0.02% | +2.72% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.63% | — | -1.61% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.26% | +0.04% | -1.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | +0.08% | +2.34% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | +0.12% | +1.33% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.39% | -0.05% | +0.82% | |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.36% | +0.10% | +1.66% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 1.34% | +0.13% | +7.11% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.02% | +0.19% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.27% | +0.02% | +1.03% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.24% | +2.59% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.21% | -0.08% | +5.99% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | +0.07% | +5.80% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.12% | -0.83% | +1.92% | |
| 19 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.03% | -0.07% | +2.62% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.01% | -6.24% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.00% | +0.11% | +2.62% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.05% | +7.26% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.95% | +0.06% | +3.37% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.94% | -0.25% | +27.74% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.88% | -0.10% | +31.58% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 0.87% | -0.27% | +71.78% | |
| 27 | CGBL | Cap Group Core Balanced | ETF-Other | 0.79% | +0.02% | +3.04% | |
| 28 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.75% | -0.21% | +26.16% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.01% | +1.45% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.09% | +1.15% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | -11.97% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.62% | -0.15% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.07% | -0.08% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.01% | +8.03% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.58% | -0.06% | -2.02% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.58% | EXIT | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.03% | -1.77% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.55% | +0.06% | -0.14% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.16% | -1.39% | |
| 40 | TOUS | T Rowe Prc International Eq | ETF-Other | 0.55% | +0.03% | +4.11% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | — | +11.31% | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.52% | -0.04% | +7.41% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | -0.03% | +5.08% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.49% | -0.03% | -2.19% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.02% | -2.09% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | -4.05% | |
| 47 | AIRR | First Trust Rba American Ind | ETF-Other | 0.48% | +0.07% | -9.33% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.01% | +6.01% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | -0.07% | -8.39% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.11% | -1.04% |
According to official SEC Form 13F filings, Smith, Moore & Co. reported a total U.S. public equity portfolio value of $1.5B across 558 disclosed positions in Q1 2026.
During Q1 2026, Smith, Moore & Co.'s top holdings by market value included IVV (5.2%)、VTI (4.4%)、XONE (3.2%). The largest single position, IVV, represented 5.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, XONE) accounted for 16.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
IAU
市值: $8.5M
Top Position Liquidated / Trimmed
DFAS
前期市值: $1.1M
In Q1 2026, Smith, Moore & Co. made 199 total portfolio adjustments, initiating 40 new buys, adding to 83 positions, trimming 60 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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