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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
407
+15 vs. Q1 2021
Portfolio value
$663.7M
+$45.7M (+7.4%) vs. Q1 2021
Filed
Aug 10, 2021
SEC
Holdings of Smith, Moore & Co. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
NAKNorthern Dynasty Minerals LtdCOM NEW11,355$6.00K<0.1%00.0%UnchangedHistory
Liberty Media Corp530715AG6DEB 4.000%11/1–$8.00K<0.1%–––
MUXMcEwen Inc.COM30,146$42.0K<0.1%−1,500−4.7%ReducedHistory
PPTFranklin Premier Income TrustSH BEN INT10,000$47.0K<0.1%00.0%UnchangedHistory
One Equity Partners Open WTR68237L204UNIT 01/14/202610,000$100.0K<0.1%00.0%Unchanged–
Empowerment & Inclusion Capi29248N209UNIT 99/99/999910,000$101.0K<0.1%00.0%Unchanged–
Lightjump Acquisition Corp53228M205UNIT 01/06/202610,100$102.0K<0.1%00.0%Unchanged–
FiscalNote Holdings, Inc.G28553108CL A11,100$108.0K<0.1%−5,915−34.8%Reduced–
Motive Capital CorpG6293A129UNIT 99/99/999911,540$116.0K<0.1%−2,500−17.8%Reduced–
Group Nine Acquisition Corp.39947R203UNIT 01/15/202612,300$124.0K<0.1%00.0%Unchanged–
Roth CH Acquisition II Co778673103COM12,500$124.0K<0.1%−60,000−82.8%Reduced–
Lefteris Acquisition Corp52470X109COM CL A13,000$127.0K<0.1%00.0%Unchanged–
Omega Alpha SpacG6749V107CL A13,250$132.0K<0.1%−1,500−10.2%Reduced–
SMRNuscale Power CorpCL A13,900$139.0K<0.1%−2,800−16.8%ReducedHistory
Yellowstone Acquisition Co98566K105COM CL A14,000$141.0K<0.1%00.0%Unchanged–
JQCNuveen Credit Strategies Income FundCOM SHS21,175$143.0K<0.1%00.0%UnchangedHistory
Prime Impact Acquisition IG61074103SHS CL A15,615$152.0K<0.1%00.0%Unchanged–
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT11,372$159.0K<0.1%00.0%UnchangedHistory
JYACJiya Acquisition Corp.COM CL A16,500$164.0K<0.1%00.0%UnchangedHistory
First Tr MLP & Energy Incom33739B104COM21,618$171.0K<0.1%+989+4.8%Added–
Joff Fintech Acquisition Cor46592C209UNIT 02/03/202618,000$180.0K<0.1%00.0%Unchanged–
Broadscale Acquisition Corp11134Y200UNIT 02/02/202619,000$190.0K<0.1%00.0%Unchanged–
LUMNLumen Technologies, Inc.Stock14,350$195.0K<0.1%+3,350+30.5%AddedHistory
IG Acquisition Corp.449534106COM CL A20,000$195.0K<0.1%00.0%Unchanged–
MINAberdeen Intermediate Income FundSH BEN INT52,394$196.0K<0.1%00.0%UnchangedHistory
iShares U.S. Treasury Bond ETF46429B267ETF7,520$200.0K<0.1%+7,520New–
DEODiageo PLCSPON ADR NEW1,050$201.0K<0.1%+1,050NewHistory
PPLPPL CorpCOM7,280$204.0K<0.1%+7,280NewHistory
Royal Dutch Shell PLC780259107SPON ADR B5,258$204.0K<0.1%+5,258New–
890 5th Ave Partners Inc28250A204UNIT 01/12/202620,000$205.0K<0.1%−9,000−31.0%Reduced–
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM25,000$206.0K<0.1%00.0%UnchangedHistory
iShares Core High Dividend ETF46429B663ETF2,153$208.0K<0.1%−309−12.6%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,289$208.0K<0.1%+10.0%Added–
WisdomTree Tr97717W794TRUE DEV INTL FD4,239$209.0K<0.1%−768−15.3%Reduced–
ORealty Income CorpREIT3,151$210.0K<0.1%+3,151NewHistory
NLYAnnaly Capital Management IncCOM23,819$212.0K<0.1%+3,500+17.2%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF4,241$215.0K<0.1%−234−5.2%Reduced–
iShares S&P 100 ETF464287101ETF1,100$216.0K<0.1%+1,100New–
VODVodafone Group Public Ltd CoADR12,622$216.0K<0.1%+400+3.3%AddedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,889$217.0K<0.1%+4+0.1%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,256$218.0K<0.1%−50−3.8%Reduced–
USOUnited States Oil Fund, LPUNITS4,369$218.0K<0.1%+4,369NewHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF1,992$219.0K<0.1%−106−5.1%Reduced–
FISVFiserv IncStock2,065$221.0K<0.1%+200+10.7%AddedHistory
First Tr Exchange-Traded Alp33734Y109COM SHS2,368$221.0K<0.1%+2,368New–
AWRAmerican States Water CoCOM2,791$222.0K<0.1%+11+0.4%AddedHistory
iShares Tr464287788U.S. FINLS ETF2,767$224.0K<0.1%+2,767New–
VICIVici Properties Inc.COM7,225$224.0K<0.1%00.0%UnchangedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,195$225.0K<0.1%−10−0.5%Reduced–
CSXCSX CorpStock7,030$226.0K<0.1%+460+7.0%AddedConverted for a 3-for-1 splitHistory
Vanguard Morningstar Value ETF922908744ETF1,641$226.0K<0.1%+1,641New–
AONAon plcCL A964$230.0K<0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF9,906$232.0K<0.1%+102+1.0%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,880$233.0K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,077$233.0K<0.1%−50−2.4%Reduced–
LNTAlliant Energy CorpStock4,200$234.0K<0.1%+500+13.5%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,858$235.0K<0.1%−57−1.5%Reduced–
ETF Ser Solutions26922A289DEFIANCE CONNECT6,200$236.0K<0.1%+6,200New–
DLRDigital Realty Trust, Inc.COM1,583$238.0K<0.1%+4+0.3%AddedHistory
BLKBlackRock, Inc.COM276$241.0K<0.1%+2+0.7%AddedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF9,183$242.0K<0.1%−1,944−17.5%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,470$243.0K<0.1%+390+12.7%Added–
DOCUDocuSign, Inc.Stock870$243.0K<0.1%+870NewHistory
NOMNuveen Missouri Quality Municipal Income FundCOM15,702$243.0K<0.1%+100+0.6%AddedHistory
Schwab US Dividend Equity ETF808524797ETF3,243$245.0K<0.1%+3,243New–
FFord Motor CoStock16,717$248.0K<0.1%+150+0.9%AddedHistory
Ignyte Acquisition Corp45175H205UNIT 01/05/202624,880$250.0K<0.1%00.0%Unchanged–
iShares Tr46434VBK5IBONDS DEC21 ETF10,092$250.0K<0.1%−1,932−16.1%Reduced–
CORCencora, Inc.Stock2,204$252.0K<0.1%−110−4.8%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF1,858$252.0K<0.1%−10−0.5%Reduced–
WisdomTree Tr97717Y691CLOUD COMPUTNG4,600$257.0K<0.1%+4,600New–
NKENIKE, Inc.Stock1,671$258.0K<0.1%+2+0.1%AddedHistory
iShares Tr464288414NATIONAL MUN ETF2,197$258.0K<0.1%+8+0.4%Added–
AXPAmerican Express CoStock1,565$259.0K<0.1%+1+0.1%AddedHistory
Vanguard S&P 500 Value ETF921932703ETF1,822$260.0K<0.1%+8+0.4%Added–
iShares Tr46434VAX8IBONDS DEC23 ETF9,956$260.0K<0.1%−1,558−13.5%Reduced–
iShares Tr464288513IBOXX HI YD ETF2,963$261.0K<0.1%00.0%Unchanged–
CRMSalesforce, Inc.Stock1,081$264.0K<0.1%−50−4.4%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF3,696$274.0K<0.1%+140+3.9%Added–
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM10,906$274.0K<0.1%+10,906NewHistory
iShares Tr464288273EAFE SML CP ETF3,748$278.0K<0.1%00.0%Unchanged–
CNICanadian National Railway CoStock2,647$279.0K<0.1%+8+0.3%AddedHistory
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF4,042$280.0K<0.1%+75+1.9%Added–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH5,527$281.0K<0.1%+11+0.2%Added–
Victory Portfolios II92647N691VICTORYSHS US7,510$287.0K<0.1%00.0%Unchanged–
AVGOBroadcom Inc.Stock605$288.0K<0.1%−4−0.7%ReducedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50885$288.0K<0.1%−100−10.2%Reduced–
MRVLMarvell Technology, Inc.COM4,955$289.0K<0.1%+340+7.4%AddedHistory
RGAReinsurance Group of America IncCOM NEW2,567$293.0K<0.1%00.0%UnchangedHistory
OUNZVanEck Merk Gold ETFGOLD SHS17,215$296.0K<0.1%−16,210−48.5%ReducedHistory
LUVSouthwest Airlines CoCOM5,588$297.0K<0.1%+424+8.2%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,480$298.0K<0.1%+345+16.2%AddedHistory
BARGraniteShares Gold TrustSHS BEN INT16,983$299.0K<0.1%+16,983NewHistory
SHWSherwin Williams CoCOM1,100$300.0K<0.1%+44+4.2%AddedConverted for a 3-for-1 splitHistory
Vanguard Total International Bond ETF92203J407ETF5,319$304.0K<0.1%+5,319New–
SPLPSteel Partners Holdings L.P.LTD PRTRSHIP U10,500$306.0K<0.1%+10,500NewHistory
26 Capital Acquisition Corp.90138P209UNIT 12/31/202730,000$307.0K<0.1%00.0%Unchanged–
BCEBce IncCOM NEW6,272$309.0K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,105$311.0K<0.1%−20−0.9%Reduced–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF2,463$314.0K<0.1%00.0%Unchanged–

Sold out since Q1 2021 (20)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
IAUiShares Gold TrustISHARES148,858$2.42M0.4%History
GNRSGreenrose Holding Co Inc.COM126,660$1.26M0.2%History
Amplify ETF Tr032108102ONLIN RETL ETF9,533$1.18M0.2%–
KSUKansas City SouthernCOM NEW4,431$1.17M0.2%History
FNFFidelity National Financial, Inc.COM SHS17,811$724.0K0.1%History
DOXAmdocs LtdSHS7,446$522.0K0.1%History
FAFFirst American Financial CorpStock8,698$493.0K0.1%History
FKWLFranklin Wireless CorpCOM18,320$398.0K0.1%History
GEGeneral Electric CoCOM23,134$304.0K<0.1%History
Innovator ETFs Trust45782C557US EQTY BUF DEC9,521$303.0K<0.1%–
Innovator ETFs Trust45782C417US EQTY PWR BUF9,384$258.0K<0.1%–
Vanguard Short-Term Bond ETF921937827ETF2,995$246.0K<0.1%–
RGLDRoyal Gold IncStock2,080$224.0K<0.1%History
American Elec PWR Co Inc025537127UNIT 08/01/20214,505$217.0K<0.1%–
CBSHCommerce Bancshares IncStock2,721$208.0K<0.1%History
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW3,940$206.0K<0.1%–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,325$202.0K<0.1%History
U.S. Global Jets ETF26922A842ETF7,485$201.0K<0.1%–
Thimble Point Acquisition Co88408P206UNIT 99/99/999912,000$120.0K<0.1%–
Yucaipa Acquisition CorpG9879L105COM10,145$100.0K<0.1%–