Position in SMHI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15
-$1,382 QoQ
Shares Held
2
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 95 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMHI Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $252,703 across 13 Marine Shipping names. SMHI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
363 | $69,779 | |
| 2 | SFL |
SFL Corp Ltd.
|
6,026 | $61,465 | |
| 3 | CMRE |
Costamare Inc.
|
2,947 | $41,316 | |
| 4 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
1,475 | $38,350 | |
| 5 | KEX |
Kirby Corp
|
169 | $22,978 | |
| 6 | SBLK |
Star Bulk Carriers Corp.
|
353 | $8,814 | |
| 7 | DAC |
Danaos Corp
|
45 | $5,506 | |
| 8 | ASC |
Ardmore Shipping Corp
|
128 | $1,793 |
All Filings in SMHI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15 | 2 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $1,397 | 0 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||