Smith Salley Wealth Management

CIK

1482012

Location

GREENSBORO, NC

Portfolio Value

Micro $32,833,981

Diversification

Diversified

Filing Date

Global Rank

#1,067 / 8,232 ▲ 88

Top Industry

Semiconductors 16.0%

3Y Alpha vs SPY

-3.9%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.9%

SPY

+76.3%

Annualised alpha

-3.9%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

183 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−0.5 pts

Top 5

25.0%

−2.6 pts

Top 10

37.4%

−2.8 pts

HHI

240

Diversified−27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$595,582,626	34
Financial Services	17.3%	$303,252,781	37
Industrials	10.9%	$190,818,699	28
Consumer Cyclical	10.6%	$185,989,604	15
Healthcare	10.2%	$179,464,231	20
Communication Services	4.4%	$77,715,835	6
Consumer Defensive	4.3%	$75,288,680	10
Energy	2.9%	$50,248,737	9
Utilities	2.7%	$47,016,894	6
Basic Materials	1.9%	$32,833,981	9
Unclassified	0.5%	$9,225,294	5
Real Estate	0.3%	$5,647,839	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+28,952	125,497	$38,842,576
PM	Philip Morris International Inc.	+10,889	15,246	$2,520,773
T	At&T Inc.	+10,451	156,490	$4,536,645
NEE	Nextera Energy Inc	+9,327	363,765	$33,786,493
EMR	Emerson Electric Co	+9,280	14,755	$1,933,200
CL	Colgate Palmolive Co	+8,959	125,425	$10,689,972
BAC	Bank Of America Corp /De/	+8,273	156,904	$7,649,070
AMZN	Amazon Com Inc	+6,966	281,023	$58,528,660
BN	BROOKFIELD Corp /ON/	+6,573	657,502	$26,609,105
PG	PROCTER & GAMBLE Co	+5,977	163,735	$23,649,883
NOW	ServiceNow, Inc.	+5,749	23,297	$2,435,701
RTX	RTX Corp	+5,673	213,989	$41,278,478
APH	Amphenol Corp /De/	+5,540	95,306	$12,041,913
KO	Coca Cola Co	+5,521	88,795	$6,752,859
MRK	Merck & Co., Inc.	+5,469	43,935	$5,284,941
PEP	Pepsico Inc	+4,547	125,176	$19,438,581
XOM	Exxon Mobil Corp	+4,336	86,055	$14,600,091
CVX	Chevron Corp	+4,198	126,862	$26,247,747
COP	Conocophillips	+4,129	31,354	$4,138,728
MSFT	Microsoft Corp	+3,778	241,109	$89,251,318
VZ	Verizon Communications Inc	+3,725	44,669	$2,242,383
ANET	Arista Networks, Inc.	+3,648	197,992	$24,309,457
ABBV	AbbVie Inc.	+3,415	160,791	$34,970,434
TJX	Tjx Companies Inc /De/	+3,391	281,025	$44,879,692
MRVL	Marvell Technology, Inc.	+3,235	287,576	$28,484,402
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ENB	Enbridge Inc	−50,064	18,549	$1,004,242
HBAN	Huntington Bancshares Inc /Md/	−27,460	152,909	$2,393,025
SPY	Spdr S&P 500 ETF Trust	−3,907	8,125	$5,284,012
ASML	Asml Holding NV	−3,584	26,200	$34,605,746
VRT	Vertiv Holdings Co	−2,907	19,814	$4,964,992
WMT	Walmart Inc.	−2,709	84,391	$10,488,113
NVDA	Nvidia Corp	−1,695	776,126	$135,356,374
MU	Micron Technology Inc	−1,390	50,416	$17,032,541
TFC	Truist Financial Corp	−823	16,938	$778,639
UNH	Unitedhealth Group Inc	−783	15,850	$4,288,851
QQQ	Invesco Qqq Trust, Series 1	−781	5,378	$3,104,074
LMT	Lockheed Martin Corp	−715	351	$212,140
NDAQ	Nasdaq, Inc.	−520	7,930	$673,177
PLTR	Palantir Technologies Inc.	−302	3,052	$446,446
MAR	Marriott International Inc /Md/	−291	4,485	$1,466,908
USB	US Bancorp De	−269	13,563	$705,411
GLW	Corning Inc /Ny	−216	4,869	$662,037
PANW	Palo Alto Networks Inc	−152	1,446	$231,822
ALL	Allstate Corp	−118	1,739	$360,564
BMY	Bristol Myers Squibb Co	−103	10,549	$639,796
SO	Southern Co	−90	10,527	$1,016,066
NSC	Norfolk Southern Corp	−78	2,050	$588,350
ORCL	Oracle Corp	−75	3,437	$505,617
GE	General Electric Co	−67	1,717	$487,233
BA	Boeing Co	−65	1,318	$262,321
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	68,919	$13,592,205
KMI	Kinder Morgan, Inc.	49,478	$1,658,997
WMB	Williams Companies, Inc.	14,440	$1,050,943
UPS	United Parcel Service Inc	3,644	$358,496
GLDM	World Gold Trust	2,946	$273,064
SHW	Sherwin Williams Co	753	$241,374
CINF	Cincinnati Financial Corp	1,496	$235,395
ESLT	Elbit Systems Ltd	270	$229,254
FNV	FRANCO NEVADA Corp	888	$219,380
SNDK	Sandisk Corp	334	$212,203
GILD	Gilead Sciences, Inc.	1,480	$206,267
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	6,596	$1,696,689
MDLZ	Mondelez International, Inc.	27,295	$1,469,289
AXON	Axon Enterprise, Inc.	450	$255,568
UBER	Uber Technologies, Inc	2,645	$216,122
DIS	Walt Disney Co	1,857	$211,270
SOFI	SoFi Technologies, Inc.	8,000	$209,440
B	Barrick Mining Corp	4,621	$201,244
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $32,833,981 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Added	54,638	+1,906	$27,087,334	+20.5%	82.50%
ECL	Ecolab Inc. Basic Materials	Added	7,872	+107	$2,094,109	+2.7%	6.38%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	6,707	+481	$1,948,316	+26.7%	5.93%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	3,150	0	$412,681	+11.5%	1.26%
PPG	Ppg Industries Inc Basic Materials	Held	3,512	0	$375,362	+4.3%	1.14%
SHW	Sherwin Williams Co Basic Materials	NEW	753	NEW	$241,374	NEW	0.74%
RGLD	Royal Gold Inc Basic Materials	Held	938	0	$238,711	+14.5%	0.73%
FNV	FRANCO NEVADA Corp Basic Materials	NEW	888	NEW	$219,380	NEW	0.67%
OR	OR Royalties Inc. Basic Materials	Held	5,700	0	$216,714	+7.4%	0.66%