SMITH, MOORE & CO.

CIK
200724
City
CLAYTON
State / Country
MO

Top Portfolio Positions

283 positions · $455,526,849 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MDY
Spdr S&P Midcap 400 Etf Trust
61,527 $37,947,392 8.33%
AAPL
Apple Inc.
Technology
142,654 $36,204,158 7.95%
SPY
Spdr S&P 500 Etf Trust
46,256 $30,082,127 6.60%
QQQ
Invesco Qqq Trust, Series 1
29,633 $17,103,574 3.75%
NVDA
Nvidia Corp
Technology
79,615 $13,884,856 3.05%
SLV
iShares Silver Trust
175,092 $11,930,768 2.62%
MSFT
Microsoft Corp
Technology
26,571 $9,835,787 2.16%
IAU
Ishares Gold Trust
96,218 $8,482,578 1.86%
GOOGL
Alphabet Inc.
Communication Services
28,781 $8,276,264 1.82%
XOM
Exxon Mobil Corp
Energy
46,906 $7,958,071 1.75%

Portfolio Trend

25 quarters · across all stocks

Holdings in NAD

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $853,518 74,219
2025-12-31 $1,417,939 117,965
2025-09-30 $1,374,638 117,591
2025-06-30 $1,154,187 102,231
2025-03-31 $1,078,110 93,586
2024-12-31 $1,081,511 92,754
2024-09-30 $791,923 63,968
2024-06-30 $451,637 38,470
2024-03-31 $444,017 38,745
2023-03-31 $871,979 75,627
2022-12-31 $923,102 78,229
2022-09-30 $787,303 71,573
2022-06-30 $845,116 67,772
2022-03-31 $901,172 67,453
2021-12-31 $996,000 61,825
2021-09-30 $950,195 60,832
2021-06-30 $963,177 60,161
2021-03-31 $856,303 56,559
2020-12-31 $806,986 52,504
2020-09-30 $763,287 52,568
2020-06-30 $736,106 52,504
2020-03-31 $812,666 59,146