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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
395
+8 vs. Q1 2023
Portfolio value
$785.0M
+$49.3M (+6.7%) vs. Q1 2023
Filed
Aug 11, 2023
SEC
Holdings of Smith, Moore & Co. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Liberty Media Corp530715AG6DEB 4.000%11/1–$2.18K<0.1%–––
RBTCRubicon Technologies, Inc.CL A COM13,800$5.11K<0.1%00.0%UnchangedHistory
PPTFranklin Premier Income TrustSH BEN INT10,900$38.4K<0.1%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM10,000$49.6K<0.1%+10,000NewHistory
EQRXEQRx, Inc.COM35,000$65.1K<0.1%00.0%UnchangedHistory
CRNTCeragon Networks LtdStock36,000$75.6K<0.1%00.0%UnchangedHistory
GOSSGossamer Bio, Inc.COM66,000$79.2K<0.1%00.0%UnchangedHistory
FKWLFranklin Wireless CorpCOM22,079$82.4K<0.1%00.0%UnchangedHistory
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM16,000$91.2K<0.1%+6,000+60.0%AddedHistory
JQCNuveen Credit Strategies Income FundCOM SHS18,205$91.9K<0.1%00.0%UnchangedHistory
SWNSouthwestern Energy CoCOM15,500$93.2K<0.1%+15,500NewHistory
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT11,372$93.9K<0.1%00.0%UnchangedHistory
VODVodafone Group Public Ltd CoADR13,088$123.7K<0.1%+2,000+18.0%AddedHistory
FEIMFrequency Electronics IncCOM19,233$127.3K<0.1%+7,233+60.3%AddedHistory
BHILBenson Hill, Inc.COMMON STOCK106,911$139.0K<0.1%+25,000+30.5%AddedHistory
MINAberdeen Intermediate Income FundSH BEN INT52,506$143.9K<0.1%+2,000+4.0%AddedHistory
PRMWPrimo Water CorpCOM13,500$169.3K<0.1%00.0%UnchangedHistory
STEXStreamex Corp.COM NEW137,175$171.5K<0.1%+13,600+11.0%AddedHistory
First Tr MLP & Energy Incom33739B104COM25,196$194.3K<0.1%−740−2.9%Reduced–
WisdomTree Tr97717W547US VALUE FD3,198$200.1K<0.1%+3,198New–
CMGChipotle Mexican Grill IncCOM94$201.1K<0.1%+94NewHistory
XYZBlock, Inc.CL A3,060$203.7K<0.1%+123+4.2%AddedHistory
NOMNuveen Missouri Quality Municipal Income FundCOM20,467$203.8K<0.1%+3,686+22.0%AddedHistory
AMDAdvanced Micro Devices IncStock1,790$203.9K<0.1%+1,790NewHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,704$204.6K<0.1%+2,704New–
LNTAlliant Energy CorpStock3,900$204.7K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock1,198$208.7K<0.1%−623−34.2%ReducedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD4,250$210.0K<0.1%+4,250New–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW7,725$210.0K<0.1%−1,550−16.7%Reduced–
EXCExelon CorpStock5,220$212.7K<0.1%−550−9.5%ReducedHistory
NKENIKE, Inc.Stock1,972$217.7K<0.1%+232+13.3%AddedHistory
First Tr Exchng Traded FD VI33740F813ACTV FCTR MDCP8,821$219.4K<0.1%00.0%Unchanged–
GFNew Germany Fund IncCOM24,560$220.6K<0.1%00.0%UnchangedHistory
iShares Tr464287788U.S. FINLS ETF2,967$221.4K<0.1%00.0%Unchanged–
FINWFinwise BancorpCOM25,000$223.8K<0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock2,919$225.0K<0.1%+151+5.5%AddedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,666$225.2K<0.1%+4+0.2%Added–
AMPAmeriprise Financial IncCOM684$227.2K<0.1%00.0%UnchangedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT8,405$227.3K<0.1%+8,405New–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF4,451$227.7K<0.1%−163−3.5%Reduced–
HCAHCA Healthcare, Inc.COM751$227.9K<0.1%+751NewHistory
OPLNOPENLANE, Inc.COM15,039$228.9K<0.1%−38,000−71.6%ReducedHistory
FTNTFortinet, Inc.Stock3,048$230.4K<0.1%+3,048NewHistory
CSXCSX CorpStock6,792$231.6K<0.1%−938−12.1%ReducedHistory
RGLDRoyal Gold IncStock2,020$231.9K<0.1%+100+5.2%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF3,114$233.4K<0.1%+3,114New–
iShares Global Clean Energy ETF464288224ETF12,741$234.4K<0.1%+34+0.3%Added–
AWRAmerican States Water CoCOM2,729$237.4K<0.1%+13+0.5%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,804$238.9K<0.1%00.0%Unchanged–
BMOBank of MontrealCOM2,658$240.0K<0.1%+120+4.7%AddedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD6,329$242.2K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL5,881$243.2K<0.1%−1,325−18.4%Reduced–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,330$249.0K<0.1%+44+1.9%Added–
VanEck Semiconductor ETF92189F676ETF1,641$249.8K<0.1%+1,641New–
Vanguard Health Care ETF92204A504ETF1,024$250.7K<0.1%+131+14.7%Added–
NUENucor CorpCOM1,530$250.9K<0.1%+1+0.1%AddedHistory
PBAPembina Pipeline CorpCOM8,001$251.6K<0.1%−3,259−28.9%ReducedHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT10,016$252.7K<0.1%+10,016New–
OXYOccidental Petroleum CorpStock4,315$253.7K<0.1%+300+7.5%AddedHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF2,800$254.2K<0.1%+2,800New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,892$254.7K<0.1%+3+0.1%Added–
WMBWilliams Companies, Inc.COM7,894$257.6K<0.1%+248+3.2%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS13,905$258.6K<0.1%+295+2.2%AddedHistory
HQIHireQuest, Inc.COM10,000$260.3K<0.1%+10,000NewHistory
SHELShell plcADR4,313$260.4K<0.1%+489+12.8%AddedHistory
LUVSouthwest Airlines CoCOM7,320$265.1K<0.1%−20−0.3%ReducedHistory
USOUnited States Oil Fund, LPUNITS4,174$265.3K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,167$268.2K<0.1%−118−9.2%Reduced–
Vanguard S&P 500 Value ETF921932703ETF1,725$268.5K<0.1%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF1,120$271.8K<0.1%+1+0.1%Added–
ProShares Tr74347B839MSCI EAFE DIVD7,468$276.4K<0.1%−303−3.9%Reduced–
First Tr Exch Traded FD III33739P855INSTL PFD SECS16,500$278.0K<0.1%+2,400+17.0%Added–
iShares Inc46434G855MSCI GBL GOLD MN11,964$278.8K<0.1%+569+5.0%Added–
NXPINXP Semiconductors N.V.COM1,367$279.8K<0.1%−100−6.8%ReducedHistory
TFXTeleflex IncCOM1,200$290.4K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM1,110$294.7K<0.1%+1+0.1%AddedHistory
GEGeneral Electric CoStock2,716$298.4K<0.1%+322+13.5%AddedHistory
First Tr Exchng Traded FD VI33740F821ACTV FCTR LGCP11,820$301.1K<0.1%00.0%Unchanged–
METMetlife IncStock5,377$304.0K<0.1%+312+6.2%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD6,058$304.2K<0.1%00.0%Unchanged–
FFord Motor CoStock20,232$306.1K<0.1%+323+1.6%AddedHistory
GDVGabelli Dividend & Income TrustCOM14,620$308.9K<0.1%−350−2.3%ReducedHistory
KNFKnife River CorpStock7,110$309.3K<0.1%+7,110NewHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50885$309.5K<0.1%00.0%Unchanged–
TRVTravelers Companies, Inc.Stock1,785$310.0K<0.1%+75+4.4%AddedHistory
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM16,336$310.2K<0.1%−20,279−55.4%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,904$311.6K<0.1%+2,904New–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,226$313.4K<0.1%−405−8.7%Reduced–
VanEck ETF Trust92189F411BDC INCOME ETF20,413$313.5K<0.1%+20,413New–
BRBRBellring Brands, Inc.Stock8,661$317.0K<0.1%−46−0.5%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF2,497$317.6K<0.1%−213−7.9%Reduced–
John Hancock Exchange Traded47804J206MULTIFACTOR MI6,478$321.9K<0.1%+1,142+21.4%Added–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH7,017$323.3K<0.1%+36+0.5%Added–
UBERUber Technologies, IncStock7,677$331.4K<0.1%+275+3.7%AddedHistory
AONAon plcCL A964$332.8K<0.1%−3−0.3%ReducedHistory
CNICanadian National Railway CoStock2,763$334.5K<0.1%+304+12.4%AddedHistory
ETREntergy CorpCOM3,439$334.9K<0.1%+100+3.0%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF4,480$337.0K<0.1%+322+7.7%Added–
ORealty Income CorpREIT5,783$345.7K<0.1%−245−4.1%ReducedHistory
CRMSalesforce, Inc.Stock1,637$345.8K<0.1%+138+9.2%AddedHistory

Sold out since Q1 2023 (18)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
BSTZBlackRock Science & Technology Term TrustSHS BEN INT182,909$3.42M0.5%History
VKQInvesco Municipal TrustCOM89,756$890.4K0.1%History
NADNuveen Quality Municipal Income FundCOM75,627$872.0K0.1%History
GDGeneral Dynamics CorpStock2,090$477.0K0.1%History
SIRISirius XM Holdings Inc.COM93,570$371.5K0.1%History
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF4,708$324.8K<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,650$246.9K<0.1%–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF2,811$236.3K<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT4,487$214.8K<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,957$214.6K<0.1%–
DHRDanaher CorpStock842$212.1K<0.1%History
QDELQuidelOrtho CorpCOM2,356$209.9K<0.1%History
Vanguard Short-Term Bond ETF921937827ETF2,690$205.8K<0.1%–
KRKroger CoStock4,158$205.3K<0.1%History
CAGConagra Brands Inc.Stock5,376$201.9K<0.1%History
PPLPPL CorpCOM7,243$201.3K<0.1%History
LFCRLifecore Biomedical, Inc.COM12,000$45.3K<0.1%History
APLDApplied Digital Corp.COM NEW14,500$32.5K<0.1%History