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CIK: 0001019754
Total reported value
$2.5B
$2.5B
1051 檔
24.1%
According to the latest 13F quarterly dataset, Smithfield Trust Co managed an equity portfolio of $2.5B at the end of Q1 2025, spanning 1051 distinct U.S. exchange-listed positions.
In Q1 2025, Smithfield Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1051 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.78% | +0.43% | -0.92% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.02% | -0.55% | -0.17% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.17% | -0.36% | -2.51% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.56% | -0.28% | +5.06% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.78% | -0.20% | +2.00% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.28% | +0.07% | -1.96% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.13% | -0.78% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.95% | -0.09% | -0.66% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.80% | +0.10% | -2.09% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.51% | -0.08% | +0.25% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.10% | -1.70% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.41% | — | +0.92% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.38% | +0.15% | +3.18% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +0.38% | +2.99% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.12% | -1.01% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.57% | +0.02% | +139.06% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.54% | -0.01% | +10.52% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | +0.08% | -0.21% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.26% | -0.08% | -7.89% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.05% | -0.03% | -0.72% | |
| 21 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.98% | -0.06% | +0.44% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.08% | +3.76% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.89% | -0.08% | -8.19% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.03% | +3.83% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.87% | -0.06% | -2.80% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | +0.07% | -0.49% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.84% | -0.03% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | -0.16% | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.73% | -0.05% | -4.02% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | -0.05% | -2.41% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.04% | -5.09% | |
| 32 | PPG | Ppg Industries Inc | Stock-Materials | 0.67% | +0.01% | -0.35% | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.63% | +0.08% | -0.61% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | -0.10% | +0.19% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.03% | -0.83% | |
| 36 | SQQQ | ProShares UltraPro Short QQQ | Stock-Other | 0.52% | — | +503.55% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | +0.05% | -0.59% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.08% | +0.21% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.04% | -0.17% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.04% | +1.43% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.04% | -0.08% | |
| 42 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.45% | -0.03% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.16% | -0.78% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.44% | +0.04% | +43.51% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | +1.57% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.40% | -0.04% | -4.79% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.08% | -1.02% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.37% | -0.05% | +9.39% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | -10.03% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.35% | -0.03% | -0.38% |
According to official SEC Form 13F filings, Smithfield Trust Co reported a total U.S. public equity portfolio value of $2.5B across 1051 disclosed positions in Q1 2025.
During Q1 2025, Smithfield Trust Co's top holdings by market value included VOO (10.8%)、VGSH (6.0%)、BSV (5.2%). The largest single position, VOO, represented 10.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VGSH, BSV) accounted for 24.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $215.1M
In Q1 2025, Smithfield Trust Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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