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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
512
+32 vs. Q1 2025
Portfolio value
$1.19B
+$111.5M (+10.3%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Smith, Moore & Co. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGENPrecigen, Inc.COM20,000$28.4K<0.1%00.0%UnchangedHistory
UROYUranium Royalty Corp.COM22,000$55.0K<0.1%00.0%UnchangedHistory
PPSIPioneer Power Solutions, Inc.COM NEW20,086$55.2K<0.1%00.0%UnchangedHistory
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM10,000$56.0K<0.1%00.0%UnchangedHistory
KOSKosmos Energy Ltd.COM34,244$58.9K<0.1%+3,350+10.8%AddedHistory
SANASana Biotechnology, Inc.COM22,500$61.4K<0.1%00.0%UnchangedHistory
JQCNuveen Credit Strategies Income FundCOM SHS13,155$70.9K<0.1%+750+6.0%AddedHistory
MEIMethode Electronics IncCOM10,000$95.1K<0.1%+10,000NewHistory
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT11,372$95.5K<0.1%00.0%UnchangedHistory
GABGabelli Equity Trust IncCOM17,104$99.5K<0.1%+5,308+45.0%AddedHistory
FFord Motor CoStock12,788$138.8K<0.1%−77−0.6%ReducedHistory
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS14,309$144.1K<0.1%+14,309NewHistory
HBMHudbay Minerals Inc.COM13,716$145.5K<0.1%00.0%UnchangedHistory
AGNTAGNT, Inc.COM17,204$156.6K<0.1%00.0%UnchangedHistory
MINAberdeen Intermediate Income FundSH BEN INT58,119$157.5K<0.1%00.0%UnchangedHistory
NMCONuveen Municipal Credit Opportunities FundCOM15,762$169.1K<0.1%+15,762NewHistory
EMNEastman Chemical CoStock2,702$201.7K<0.1%−320−10.6%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF1,049$202.2K<0.1%+1,049New–
NVONovo Nordisk A SADR2,933$202.4K<0.1%+2,933NewHistory
MDUMdu Resources Group IncStock12,195$203.3K<0.1%−2,875−19.1%ReducedHistory
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE1,465$203.7K<0.1%+1,465New–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW6,260$203.8K<0.1%+6,260New–
Vanguard Total International Bond ETF92203J407ETF4,119$203.9K<0.1%−3,909−48.7%Reduced–
TTTrane Technologies plcSHS468$204.6K<0.1%+468NewHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF9,855$206.2K<0.1%00.0%Unchanged–
XYZBlock, Inc.CL A3,035$206.2K<0.1%+3,035NewHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX2,375$207.1K<0.1%+2,375New–
DLRDigital Realty Trust, Inc.COM1,189$207.2K<0.1%+1,189NewHistory
BKRBaker Hughes CoCL A5,470$209.7K<0.1%+53+1.0%AddedHistory
CORTCorcept Therapeutics IncCOM2,867$210.4K<0.1%00.0%UnchangedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,918$211.8K<0.1%+1+0.1%Added–
MSIMotorola Solutions, Inc.Stock504$211.9K<0.1%+42+9.1%AddedHistory
Global X FDS37954Y384CYBRSCURTY ETF5,721$212.3K<0.1%+5,721New–
ISRGIntuitive Surgical IncCOM NEW391$212.5K<0.1%+391NewHistory
First Tr Exchange Traded FD33738R407NASDAQ BUYWRITE10,908$213.4K<0.1%00.0%Unchanged–
WisdomTree Tr97717W315EMER MKT HIGH FD4,741$214.7K<0.1%+4,741New–
SHP ETF Trust78433H105FIS KNIGHTS6,913$215.9K<0.1%+6,913New–
iShares Tr464288448INTL SEL DIV ETF6,259$216.0K<0.1%+6,259New–
WisdomTree Tr97717W307US LARGECAP DIVD2,630$216.0K<0.1%00.0%Unchanged–
GDGeneral Dynamics CorpStock743$216.6K<0.1%+743NewHistory
USFDUS Foods Holding Corp.COM2,815$216.8K<0.1%+2,815NewHistory
Schwab U.S. Small-Cap ETF808524607ETF8,577$217.0K<0.1%+8,577New–
FNVFranco Nevada CorpStock1,325$217.2K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W422INDIA ERNGS FD4,593$218.0K<0.1%−1,656−26.5%Reduced–
ARLPAlliance Resource Partners LPStock8,350$218.3K<0.1%00.0%UnchangedHistory
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M6,801$218.4K<0.1%−1,105−14.0%Reduced–
TJXTJX Companies IncStock1,769$218.5K<0.1%+1,769NewHistory
MUMicron Technology IncStock1,778$219.1K<0.1%+1,778NewHistory
WBAWalgreens Boots Alliance, Inc.COM19,113$219.4K<0.1%−10,768−36.0%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,423$220.5K<0.1%00.0%Unchanged–
Janus Detroit STR Tr47103U209HENDERSN SML ETF2,851$221.4K<0.1%+2,851New–
ETEnergy Transfer LPCOM UT LTD PTN12,293$222.9K<0.1%+304+2.5%AddedHistory
BDXBecton Dickinson & CoStock1,301$224.1K<0.1%−449−25.7%ReducedHistory
WELLWelltower Inc.REIT1,458$224.1K<0.1%+3+0.2%AddedHistory
Vanguard Health Care ETF92204A504ETF914$227.0K<0.1%−24−2.6%Reduced–
Pacer US Small Cap Cash Cows ETF69374H857ETF5,744$228.7K<0.1%−228−3.8%Reduced–
GILDGilead Sciences, Inc.Stock2,075$230.0K<0.1%−55−2.6%ReducedHistory
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF2,123$230.5K<0.1%00.0%Unchanged–
TFCTruist Financial CorpCOM5,364$230.6K<0.1%+8+0.1%AddedHistory
KMIKinder Morgan, Inc.Stock7,872$231.4K<0.1%−89−1.1%ReducedHistory
RYNRayonier IncCOM10,457$231.9K<0.1%+10,457NewHistory
iShares Inc464286400MSCI BRAZIL ETF8,050$232.2K<0.1%+8,050New–
IRMIron Mountain IncCOM2,271$232.9K<0.1%+2,271NewHistory
EXCExelon CorpStock5,365$232.9K<0.1%−132−2.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock576$233.7K<0.1%+3+0.5%AddedHistory
Columbia ETF Tr I19761L854US EQUI INCO ETF5,214$234.8K<0.1%+5,214New–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF7,084$235.2K<0.1%−600−7.8%Reduced–
LNTAlliant Energy CorpStock3,900$235.8K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR1,955$236.6K<0.1%+8+0.4%AddedHistory
Morgan Stanley ETF Trust61774R874PARAMETRIC HEDGE7,750$237.7K<0.1%+7,750New–
WisdomTree Tr97717W505US MIDCAP DIVID4,789$240.0K<0.1%−8−0.2%Reduced–
GRMNGarmin LtdSHS1,151$240.1K<0.1%+47+4.3%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,053$242.7K<0.1%+442+16.9%Added–
AAONAaon, Inc.COM PAR $0.0043,309$244.0K<0.1%+5+0.2%AddedHistory
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL1,790$244.3K<0.1%−51−2.8%Reduced–
State Street SPDR S&P Regional Banking ETF78464A698ETF4,140$245.9K<0.1%+9+0.2%Added–
NOMNuveen Missouri Quality Municipal Income FundCOM23,724$245.9K<0.1%−591−2.4%ReducedHistory
AHRAmerican Healthcare REIT, Inc.COM SHS6,719$246.9K<0.1%00.0%UnchangedHistory
EBAYeBay IncCOM3,332$248.1K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072307US QUALITY GROW2,281$248.9K<0.1%+2,281New–
RGLDRoyal Gold IncStock1,400$249.0K<0.1%00.0%UnchangedHistory
CNICanadian National Railway CoStock2,413$251.1K<0.1%−336−12.2%ReducedHistory
NUENucor CorpCOM1,943$251.7K<0.1%−411−17.5%ReducedHistory
TRVTravelers Companies, Inc.Stock945$252.8K<0.1%−580−38.0%ReducedHistory
WisdomTree Tr97717W547US VALUE FD2,930$253.2K<0.1%00.0%Unchanged–
PWRQuanta Services, Inc.COM675$255.2K<0.1%+675NewHistory
ORealty Income CorpREIT4,493$258.8K<0.1%+509+12.8%AddedHistory
LNGCheniere Energy, Inc.COM NEW1,065$259.3K<0.1%+10+0.9%AddedHistory
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH7,627$260.8K<0.1%+7,627New–
First Tr Exchng Traded FD VI33740F797ACTV FCTR SMCP8,745$261.3K<0.1%−115−1.3%Reduced–
DTEDte Energy CoCOM1,974$261.4K<0.1%−2−0.1%ReducedHistory
ProShares Tr74347B839MSCI EAFE DIVD6,103$262.0K<0.1%−248−3.9%Reduced–
Putnam ETF Trust746729300FOCUSED LAR CAP6,606$265.8K<0.1%+6,606New–
FTNTFortinet, Inc.Stock2,534$267.9K<0.1%+48+1.9%AddedHistory
AXONAxon Enterprise, Inc.COM326$269.9K<0.1%−62−16.0%ReducedHistory
Vanguard Utilities ETF92204A876ETF1,543$272.4K<0.1%+87+6.0%Added–
FKWLFranklin Wireless CorpCOM65,272$272.8K<0.1%−4,097−5.9%ReducedHistory
CNCCentene CorpStock5,034$273.2K<0.1%00.0%UnchangedHistory
VICIVici Properties Inc.COM8,404$274.0K<0.1%−771−8.4%ReducedHistory
BNYBank of New York Mellon CorpStock3,026$275.7K<0.1%−200−6.2%ReducedHistory

Sold out since Q1 2025 (19)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT66,261$4.16M0.4%–
Simplify Exchange Traded Fun82889N699MANAGED FUTURES65,086$1.93M0.2%–
iShares U.S. Medical Devices ETF464288810ETF20,426$1.23M0.1%–
DFSDiscover Financial ServicesCOM3,426$584.9K0.1%History
First Tr Exchange-Traded Alp33734Y109COM SHS4,753$428.2K<0.1%–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH6,699$333.2K<0.1%–
iShares Russell Top 200 Growth ETF464289438ETF1,356$286.1K<0.1%–
Barrick Gold Corp067901108COM14,088$273.9K<0.1%–
BABAAlibaba Group Holding LtdADR1,976$261.3K<0.1%History
Vanguard Star FDS921909768VG TL INTL STK F3,986$247.5K<0.1%–
iShares Flexible Income Active ETF092528603ETF4,519$236.7K<0.1%–
WPMWheaton Precious Metals Corp.COM2,904$225.4K<0.1%History
GLPIGaming & Leisure Properties, Inc.COM4,385$223.2K<0.1%History
Vanguard Energy ETF92204A306ETF1,692$219.5K<0.1%–
LCUTLifetime Brands, IncCOM43,984$216.8K<0.1%History
CSXCSX CorpStock7,194$211.7K<0.1%History
Invesco Exchange Traded FD T46137V522RYMND JMS SB 12,895$202.7K<0.1%–
POSTPost Holdings, Inc.COM1,736$202.0K<0.1%History
iShares Tr464287325GLOB HLTHCRE ETF2,205$201.1K<0.1%–