Institutional Fund
Smith, Moore & Co.
Clayton, MOCIK 2007245 filings on record
Portfolio Value
$1.37B
Q1 2026
Holdings
558
Reported positions
New Buys
56
Opened this quarter
QoQ Change
+3.9%
from $1.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.2%
- Vanguard Index Fds4.4%
- Bondbloxx ETF Trust3.2%
- Ishares Tr3.1%
- Spdr S&P Midcap 400 ETF Tr2.8%
- Apple Inc2.6%
- Other78.7%
Portfolio Holdings
558 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 109.5K | $71.50M | 5.2% | +1.4K | Added |
| 2 | Vanguard Index Fds | 189.1K | $60.66M | 4.4% | +740 | Added |
| 3 | Bondbloxx ETF Trust | 896.7K | $44.40M | 3.2% | +96.9K | Added |
| 4 | Ishares Tr | 198.9K | $42.00M | 3.1% | −1.2K | Reduced |
| 5 | Spdr S&P Midcap 400 ETF Tr | 61.5K | $37.95M | 2.8% | +1.6K | Added |
| 6 | Apple Inc | 142.7K | $36.20M | 2.6% | −2.3K | Reduced |
| 7 | Ishares Tr | 72.8K | $31.03M | 2.3% | −1.4K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 46.3K | $30.08M | 2.2% | +1.1K | Added |
| 9 | Ishares Tr | 216.6K | $26.92M | 2.0% | +2.8K | Added |
| 10 | Vanguard Specialized Funds | 88.7K | $19.07M | 1.4% | +722 | Added |
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