TraderTrends
Manager Profile

SMITH, MOORE & CO.

Diversified · Financial Services 57%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

CLAYTON, MO

Portfolio Value

$1.4B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES CORE S&P 500 ETF

Latest disclosed holding

Top 4

464287200 922908769 09789C861 464287408 78467Y107

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
56.9%
Technology
12%
Healthcare
7.5%
Consumer Cyclical
7.2%
Industrials
6.2%
Energy
2.5%
Communication Services
1.9%
Consumer Defensive
1.8%
Utilities
1.6%
Basic Materials
1.2%
Real Estate
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES CORE S&P 500 ETF

Shares: 109.5K

71.5M

Position Value
2
VANGUARD TOTAL STOCK MARKET ETF

Shares: 189.1K

60.7M

Position Value
3
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF

Shares: 896.7K

44.4M

Position Value
4
ISHARES S&P 500 VALUE ETF

Shares: 198.9K

42M

Position Value
5
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

Shares: 61.5K

37.9M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID