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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
394
−23 vs. Q1 2022
Portfolio value
$648.4M
−$84.3M (−11.5%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Smith, Moore & Co. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ARNCArconic CorpCOM83$2.00K<0.1%+83NewHistory
Liberty Media Corp530715AG6DEB 4.000%11/1–$4.00K<0.1%–––
MUXMcEwen Inc.COM16,136$7.00K<0.1%−15,000−48.2%ReducedHistory
DOWDow Inc.Stock415$21.0K<0.1%+415NewHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF617$23.0K<0.1%+617New–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF552$33.0K<0.1%+552New–
ETF Managers Tr26924G201PRIME CYBR SCRTY995$46.0K<0.1%+995New–
STEXStreamex Corp.COM NEW103,365$68.0K<0.1%−77,950−43.0%ReducedHistory
JQCNuveen Credit Strategies Income FundCOM SHS14,405$75.0K<0.1%−6,770−32.0%ReducedHistory
TBLATaboola.com Ltd.ORD SHS29,950$76.0K<0.1%−21,000−41.2%ReducedHistory
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM12,500$78.0K<0.1%−12,500−50.0%ReducedHistory
One Equity Partners Open WTR68237L204UNIT 01/14/202610,000$98.0K<0.1%00.0%Unchanged–
Empowerment & Inclusion Capi29248N209UNIT 99/99/999910,000$99.0K<0.1%00.0%Unchanged–
LFCRLifecore Biomedical, Inc.COM10,500$105.0K<0.1%−500−4.5%ReducedHistory
FiscalNote Holdings, Inc.G28553108CL A11,100$110.0K<0.1%00.0%Unchanged–
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT11,372$111.0K<0.1%00.0%UnchangedHistory
Group Nine Acquisition Corp.39947R203UNIT 01/15/202612,300$122.0K<0.1%00.0%Unchanged–
Lefteris Acquisition Corp52470X109COM CL A13,000$129.0K<0.1%00.0%Unchanged–
Omega Alpha SpacG6749V107CL A13,250$131.0K<0.1%00.0%Unchanged–
MINAberdeen Intermediate Income FundSH BEN INT44,894$133.0K<0.1%−7,500−14.3%ReducedHistory
NLYAnnaly Capital Management IncCOM24,450$144.0K<0.1%−769−3.0%ReducedHistory
Broadscale Acquisition Corp11134Y101COM CL A15,000$147.0K<0.1%−4,000−21.1%Reduced–
Prime Impact Acquisition IG61074103SHS CL A15,615$156.0K<0.1%00.0%Unchanged–
LUMNLumen Technologies, Inc.Stock14,378$157.0K<0.1%−2,720−15.9%ReducedHistory
JYACJiya Acquisition Corp.COM CL A16,500$163.0K<0.1%00.0%UnchangedHistory
EQRXEQRx, Inc.COM35,000$164.0K<0.1%+10,000+40.0%AddedHistory
FFord Motor CoStock15,222$169.0K<0.1%+11+0.1%AddedHistory
FAXAbrdn Asia-Pacific Income Fund, Inc.COM58,692$171.0K<0.1%00.0%UnchangedHistory
VODVodafone Group Public Ltd CoADR11,088$173.0K<0.1%−2,000−15.3%ReducedHistory
Joff Fintech Acquisition Cor46592C209UNIT 02/03/202618,000$176.0K<0.1%00.0%Unchanged–
First Tr MLP & Energy Incom33739B104COM24,333$187.0K<0.1%00.0%Unchanged–
Ignyte Acquisition Corp45175H205UNIT 01/05/202619,880$196.0K<0.1%00.0%Unchanged–
Spectral AI, Inc.77732R103COM CL A20,000$196.0K<0.1%00.0%Unchanged–
IG Acquisition Corp.449534106COM CL A20,000$198.0K<0.1%00.0%Unchanged–
DHRDanaher CorpStock790$200.0K<0.1%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM3,000$201.0K<0.1%+3,000NewHistory
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF2,464$202.0K<0.1%+10.0%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,577$204.0K<0.1%−3−0.2%Reduced–
iShares Tr464288273EAFE SML CP ETF3,748$205.0K<0.1%00.0%Unchanged–
ADMArcher-Daniels-Midland CoStock2,657$206.0K<0.1%+53+2.0%AddedHistory
GFNew Germany Fund IncCOM24,560$207.0K<0.1%+1,874+8.3%AddedHistory
SPLPSteel Partners Holdings L.P.LTD PRTRSHIP U4,925$207.0K<0.1%−12,036−71.0%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock15,597$209.0K<0.1%+15,597NewHistory
OXYOccidental Petroleum CorpStock3,624$213.0K<0.1%+3,624NewHistory
CSXCSX CorpStock7,368$214.0K<0.1%+11+0.1%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,633$215.0K<0.1%+153+6.2%AddedHistory
AWRAmerican States Water CoCOM2,681$218.0K<0.1%+13+0.5%AddedHistory
AXPAmerican Express CoStock1,597$221.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,138$224.0K<0.1%−202−15.1%Reduced–
Vanguard S&P 500 Value ETF921932703ETF1,695$225.0K<0.1%+8+0.5%Added–
LUVSouthwest Airlines CoCOM6,247$226.0K<0.1%−254−3.9%ReducedHistory
XYZBlock, Inc.CL A3,704$228.0K<0.1%−260−6.6%ReducedHistory
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF4,424$231.0K<0.1%−32−0.7%Reduced–
iShares Tr46434VBG4IBONDS DEC24 ETF9,346$231.0K<0.1%+42+0.5%Added–
iShares Global Clean Energy ETF464288224ETF12,165$232.0K<0.1%+64+0.5%Added–
BRBRBellring Brands, Inc.Stock9,303$232.0K<0.1%−483−4.9%ReducedHistory
FINWFinwise BancorpCOM25,000$233.0K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,771$234.0K<0.1%+264+7.5%Added–
Victory Portfolios II92647N691VICTORYSHS US6,375$234.0K<0.1%00.0%Unchanged–
BNYBank of New York Mellon CorpStock5,675$237.0K<0.1%+20.0%AddedHistory
First Tr Exchng Traded FD VI33740F821ACTV FCTR LGCP10,610$239.0K<0.1%−715−6.3%Reduced–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW9,450$242.0K<0.1%00.0%Unchanged–
BHILBenson Hill, Inc.COMMON STOCK88,211$242.0K<0.1%+50,811+135.9%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS13,940$244.0K<0.1%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF1,189$245.0K<0.1%00.0%Unchanged–
SWKSSkyworks Solutions, Inc.Stock2,644$245.0K<0.1%−299−10.2%ReducedHistory
LNTAlliant Energy CorpStock4,200$246.0K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM1,103$247.0K<0.1%+1+0.1%AddedHistory
First Tr Exch Traded FD III33739P855INSTL PFD SECS14,100$250.0K<0.1%+400+2.9%Added–
iShares S&P 100 ETF464287101ETF1,475$254.0K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50885$254.0K<0.1%00.0%Unchanged–
NOMNuveen Missouri Quality Municipal Income FundCOM19,925$254.0K<0.1%+2,745+16.0%AddedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF10,146$255.0K<0.1%+40+0.4%Added–
AONAon plcCL A964$260.0K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock545$261.0K<0.1%+29+5.6%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF6,437$263.0K<0.1%+632+10.9%Added–
QDELQuidelOrtho CorpCOM2,705$263.0K<0.1%+2,705NewHistory
BACBank of America CorpStock8,523$265.0K<0.1%−768−8.3%ReducedHistory
BMOBank of MontrealCOM2,758$265.0K<0.1%+868+45.9%AddedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A218$265.0K<0.1%+8+3.8%AddedHistory
CORCencora, Inc.Stock1,902$269.0K<0.1%−290−13.2%ReducedHistory
NFLXNetflix IncStock1,543$270.0K<0.1%+301+24.2%AddedHistory
CNICanadian National Railway CoStock2,476$278.0K<0.1%−95−3.7%ReducedHistory
DGDollar General CorpCOM1,137$279.0K<0.1%−3−0.3%ReducedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD7,579$281.0K<0.1%00.0%Unchanged–
AVGOBroadcom Inc.Stock583$283.0K<0.1%+68+13.2%AddedHistory
BLKBlackRock, Inc.COM472$288.0K<0.1%+53+12.6%AddedHistory
VICIVici Properties Inc.COM9,700$289.0K<0.1%+850+9.6%AddedHistory
Vanguard Total Bond Market ETF921937835ETF3,891$293.0K<0.1%−2,359−37.7%Reduced–
TFXTeleflex IncCOM1,200$295.0K<0.1%00.0%UnchangedHistory
Pivotal Investment Corp III72582M205UNIT 01/28/202830,500$299.0K<0.1%00.0%Unchanged–
RGAReinsurance Group of America IncCOM NEW2,567$301.0K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,943$301.0K<0.1%−161−3.9%Reduced–
PMXPIMCO Municipal Income Fund IIICOM32,642$301.0K<0.1%+32,642NewHistory
EXCExelon CorpStock6,667$302.0K<0.1%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD6,058$302.0K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT6,262$302.0K<0.1%−1,925−23.5%Reduced–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH6,899$304.0K<0.1%+1,019+17.3%Added–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF10,625$306.0K<0.1%00.0%Unchanged–
GDVGabelli Dividend & Income TrustCOM14,970$306.0K<0.1%+300+2.0%AddedHistory

Sold out since Q1 2022 (39)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CERNCERNER CorpCOM11,356$1.06M0.1%History
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM67,534$887.0K0.1%History
MFMAberdeen Municipal Income FundSH BEN INT83,347$510.0K0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF5,355$490.0K0.1%–
HRLHormel Foods CorpCOM7,685$396.0K0.1%History
MRVLMarvell Technology, Inc.COM4,877$350.0K<0.1%History
Foxwayne Enterpris Aqstn Cor35166L109COM CL A32,500$327.0K<0.1%–
First Tr Energy Income & Gro33738G104COM18,225$296.0K<0.1%–
PLDPrologis, Inc.REIT1,639$265.0K<0.1%History
CRMSalesforce, Inc.Stock1,234$262.0K<0.1%History
UBERUber Technologies, IncStock7,135$255.0K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1008,700$253.0K<0.1%–
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM11,133$245.0K<0.1%History
RGLDRoyal Gold IncStock1,720$243.0K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,329$240.0K<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,232$239.0K<0.1%–
CVUCpi Aerostructures IncCOM NEW80,677$238.0K<0.1%History
NUENucor CorpCOM1,596$237.0K<0.1%History
GEGeneral Electric CoStock2,562$234.0K<0.1%History
iShares Tr464287788U.S. FINLS ETF2,767$234.0K<0.1%–
DLRDigital Realty Trust, Inc.COM1,611$228.0K<0.1%History
HCAHCA Healthcare, Inc.COM900$226.0K<0.1%History
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,880$223.0K<0.1%–
NKENIKE, Inc.Stock1,653$222.0K<0.1%History
First Tr Exchng Traded FD VI33740F813ACTV FCTR MDCP8,937$221.0K<0.1%–
OVVOvintiv Inc.COM4,072$220.0K<0.1%History
KRKroger CoStock3,784$217.0K<0.1%History
DEODiageo PLCSPON ADR NEW1,050$213.0K<0.1%History
iShares MSCI USA Momentum Factor ETF46432F396ETF1,257$211.0K<0.1%–
WisdomTree Tr97717Y691CLOUD COMPUTNG5,100$209.0K<0.1%–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,643$207.0K<0.1%–
AMPAmeriprise Financial IncCOM684$205.0K<0.1%History
PPLPPL CorpCOM7,130$204.0K<0.1%History
iShares Tr464288513IBOXX HI YD ETF2,441$201.0K<0.1%–
GOSSGossamer Bio, Inc.COM19,500$169.0K<0.1%History
Lightjump Acquisition Corp53228M205UNIT 01/06/202610,000$100.0K<0.1%–
GABGabelli Equity Trust IncCOM10,700$74.0K<0.1%History
PPTFranklin Premier Income TrustSH BEN INT10,000$40.0K<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW11,355$5.00K<0.1%History