SMITH, MOORE & CO.
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% |
Holdings in PDX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,931,705 | 87,566 | Shares | Sole | 2026-05-05 | |
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