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Smithfield Trust Co

SEC CIK
0001019754
Latest filing
Aug 5, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 26, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
1,070
−24 vs. Q1 2021
Portfolio value
$1.51B
+$59.1M (+4.1%) vs. Q1 2021
Filed
Jul 26, 2021
SEC
Holdings of Smithfield Trust Co in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Short-Term Bond ETF921937827ETF2,870,027$235.8M15.6%+125,813+4.6%Added–
Vanguard S&P 500 ETF922908363ETF357,083$140.5M9.3%+11,422+3.3%Added–
Vanguard Total Bond Market ETF921937835ETF1,130,226$97.1M6.4%−23,892−2.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF253,464$60.2M4.0%+488+0.2%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF238,457$53.7M3.6%−5,297−2.2%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF783,603$52.7M3.5%+18,802+2.5%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF797,771$43.3M2.9%+26,322+3.4%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF520,144$42.8M2.8%+22,395+4.5%Added–
Vanguard High Dividend Yield Index ETF921946406ETF351,145$36.8M2.4%−7,715−2.1%Reduced–
iShares Core S&P 500 ETF464287200ETF78,954$33.9M2.2%−296−0.4%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF368,273$33.1M2.2%+41,769+12.8%Added–
MSFTMicrosoft CorpStock97,645$26.5M1.8%−2,775−2.8%ReducedHistory
AAPLApple Inc.Stock187,492$25.7M1.7%−66,534−26.2%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD451,561$25.0M1.7%+10,121+2.3%Added–
iShares Tr46432F859CORE 1 5 YR USD414,007$21.2M1.4%+366,732+775.7%Added–
PPGPPG Industries IncStock120,036$20.4M1.4%−163−0.1%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF136,481$15.4M1.0%−4,656−3.3%Reduced–
JNJJohnson & JohnsonStock91,860$15.1M1.0%+279+0.3%AddedHistory
iShares Russell 2000 ETF464287655ETF55,112$12.6M0.8%−840−1.5%Reduced–
iShares Core MSCI Europe ETF46434V738ETF214,288$12.3M0.8%−13,248−5.8%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS177,344$10.9M0.7%−32,386−15.4%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF40,497$10.9M0.7%−1,848−4.4%Reduced–
iShares U S ETF Tr46431W507SHOR DURA BD ETF215,125$10.8M0.7%−38,278−15.1%Reduced–
iShares Tr464288687PFD AND INCM SEC263,842$10.4M0.7%−25,746−8.9%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF147,925$9.91M0.7%−14,481−8.9%Reduced–
iShares Tr46434V696CORE MSCI PAC142,728$9.47M0.6%−11,191−7.3%Reduced–
PGProcter & Gamble CoStock69,877$9.43M0.6%−927−1.3%ReducedHistory
PEPPepsiCo IncStock58,190$8.62M0.6%−849−1.4%ReducedHistory
CHDNChurchill Downs IncCOM43,116$8.55M0.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock30,473$8.47M0.6%−410−1.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A20$8.37M0.6%−7−25.9%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF76,048$7.75M0.5%−7,991−9.5%Reduced–
AMZNAmazon Com IncStock2,211$7.61M0.5%−10−0.5%ReducedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF139,857$6.93M0.5%−16,839−10.7%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD80,632$6.67M0.4%−6,354−7.3%Reduced–
GOOGAlphabet Inc.Stock2,381$5.97M0.4%−3−0.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF13,451$5.76M0.4%−258−1.9%ReducedHistory
iShares Core High Dividend ETF46429B663ETF59,387$5.73M0.4%−63−0.1%Reduced–
MCDMcDonalds CorpStock24,786$5.72M0.4%−654−2.6%ReducedHistory
iShares Select Dividend ETF464287168ETF48,871$5.70M0.4%−430−0.9%Reduced–
ORCLOracle CorpStock72,354$5.63M0.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,221$5.42M0.4%+45+2.1%AddedHistory
BNYBank of New York Mellon CorpStock103,650$5.31M0.4%00.0%UnchangedHistory
ProShares Tr74347G861ULTRAPRO SHT QQQ580,185$5.30M0.4%−64,500−10.0%Reduced–
iShares S&P 500 Value ETF464287408ETF34,056$5.03M0.3%−1,238−3.5%Reduced–
Schwab US Dividend Equity ETF808524797ETF63,502$4.80M0.3%−1,814−2.8%Reduced–
iShares Tr46429B655FLTG RATE NT ETF93,843$4.77M0.3%−2,771−2.9%Reduced–
NSCNorfolk Southern CorpStock17,564$4.66M0.3%−80.0%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF82,634$4.56M0.3%+1,202+1.5%Added–
JPMJPMorgan Chase & CoStock28,473$4.43M0.3%−3,264−10.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM69,006$4.35M0.3%−3,761−5.2%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock22,534$4.30M0.3%+275+1.2%AddedHistory
DISWalt Disney CoStock23,980$4.21M0.3%−171−0.7%ReducedHistory
UNPUnion Pacific CorpStock19,015$4.18M0.3%00.0%UnchangedHistory
INTCIntel CorpStock72,644$4.08M0.3%−4,623−6.0%ReducedHistory
PFEPfizer IncStock103,961$4.07M0.3%−2,282−2.1%ReducedHistory
NKENIKE, Inc.Stock25,961$4.01M0.3%−362−1.4%ReducedHistory
VVisa Inc.Stock16,877$3.95M0.3%−14−0.1%ReducedHistory
ABTAbbott LaboratoriesStock32,554$3.77M0.3%−1,746−5.1%ReducedHistory
ABBVAbbVie Inc.Stock33,412$3.76M0.2%−838−2.4%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF51,361$3.73M0.2%+956+1.9%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF16,176$3.60M0.2%−14−0.1%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF32,459$3.59M0.2%+4,280+15.2%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF55,369$3.51M0.2%+1,066+2.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF28,874$3.33M0.2%−13,277−31.5%Reduced–
HDHome Depot, Inc.Stock10,314$3.29M0.2%−57−0.5%ReducedHistory
CMCSAComcast CorpStock57,289$3.27M0.2%−1,069−1.8%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF63,372$3.27M0.2%−94−0.1%Reduced–
NEENextera Energy IncStock44,210$3.24M0.2%−8,251−15.7%ReducedHistory
MAMastercard IncStock8,359$3.05M0.2%−574−6.4%ReducedHistory
VZVerizon Communications IncStock52,562$2.94M0.2%+2,697+5.4%AddedHistory
IBMInternational Business Machines CorpStock19,870$2.91M0.2%+1,190+6.4%AddedHistory
MMM3M CoStock14,495$2.88M0.2%−118−0.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock9,823$2.86M0.2%−153−1.5%ReducedHistory
ADPAutomatic Data Processing IncStock14,215$2.82M0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock7,969$2.77M0.2%+305+4.0%AddedHistory
AMATApplied Materials IncStock19,330$2.75M0.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock5,440$2.75M0.2%−88−1.6%ReducedHistory
HONHoneywell International IncCOM11,996$2.63M0.2%+24+0.2%AddedHistory
iShares Inc464286608MSCI EURZONE ETF51,489$2.54M0.2%+666+1.3%Added–
MRKMerck & Co., Inc.Stock30,329$2.36M0.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock16,601$2.34M0.2%−463−2.7%ReducedHistory
CSCOCisco Systems, Inc.Stock43,082$2.28M0.2%−726−1.7%ReducedHistory
TXNTexas Instruments IncStock11,332$2.18M0.1%+222+2.0%AddedHistory
UNHUnitedHealth Group IncStock5,292$2.12M0.1%−111−2.1%ReducedHistory
CVXChevron CorpStock20,221$2.12M0.1%−692−3.3%ReducedHistory
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR71,700$2.06M0.1%+71,700New–
ACNAccenture plcStock6,881$2.03M0.1%00.0%UnchangedHistory
BACBank of America CorpStock47,269$1.95M0.1%−3,000−6.0%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF6,747$1.94M0.1%00.0%Unchanged–
LLYEli Lilly & CoStock8,299$1.91M0.1%+12+0.1%AddedHistory
HSYHershey CoCOM10,913$1.90M0.1%+420+4.0%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF11,431$1.90M0.1%−686−5.7%Reduced–
WSBCWesbanco IncCOM49,652$1.77M0.1%−13,618−21.5%ReducedHistory
GEGeneral Electric CoCOM128,611$1.73M0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT6,263$1.69M0.1%−5−0.1%ReducedHistory
ADBEAdobe Inc.Stock2,832$1.66M0.1%+6+0.2%AddedHistory
LOWLowes Companies IncStock8,376$1.63M0.1%−3,492−29.4%ReducedHistory
DEDeere & CoStock4,604$1.62M0.1%+306+7.1%AddedHistory
LINLinde PLCSHS5,470$1.58M0.1%−200−3.5%ReducedHistory

Sold out since Q1 2021 (43)

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

Positions of Smithfield Trust Co sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
UBSIUnited Bankshares IncCOM19,309$745.0K0.1%History
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,000$286.0K<0.1%History
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,200$241.0K<0.1%–
AVDAmerican Vanguard CorpCOM10,000$204.0K<0.1%History
TTEKTetra Tech IncCOM1,413$192.0K<0.1%History
iShares Tr464287689RUSSELL 3000 ETF728$173.0K<0.1%–
JEFJefferies Financial Group Inc.COM5,000$150.0K<0.1%History
PINSPinterest, Inc.CL A1,770$131.0K<0.1%History
AKAMAkamai Technologies IncCOM1,274$130.0K<0.1%History
FEFirstenergy CorpCOM3,700$128.0K<0.1%History
BXMTBlackstone Mortgage Trust, Inc.COM CL A4,000$124.0K<0.1%History
NTESNetEase, Inc.SPONSORED ADS1,050$109.0K<0.1%History
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS4,500$100.0K<0.1%History
Colony Cap Inc New19626G108CL A COM14,750$96.0K<0.1%–
FFIVF5, Inc.Stock418$87.0K<0.1%History
PDIPIMCO Dynamic Income FundSHS2,800$79.0K<0.1%History
SQMChemical & Mining Co of Chile IncSPON ADR SER B1,265$67.0K<0.1%History
JWNNordstrom IncStock1,500$57.0K<0.1%History
Sailpoint Technologies Holdings, Inc.78781P105COM1,048$53.0K<0.1%–
Cubic Corp229669106COM500$37.0K<0.1%–
Teekay LNG Partners L PY8564M105PRTNRSP UNITS2,000$29.0K<0.1%–
ProShares Tr74347B201PSHS ULTSH 20YRS1,300$28.0K<0.1%–
Perspecta Inc715347100COM710$21.0K<0.1%–
Varian Med Sys Inc92220P105COM106$19.0K<0.1%–
AIRCApartment Income REIT Corp.COM396$17.0K<0.1%History
OTEXOpen Text CorpCOM335$16.0K<0.1%History
EDUNew Oriental Education & Technology Group Inc.SPON ADR1,130$16.0K<0.1%History
Corelogic Inc21871D103COM160$13.0K<0.1%–
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A402$12.0K<0.1%History
SPBSpectrum Brands Holdings, Inc.COM125$11.0K<0.1%History
HMS Hldgs Corp40425J101COM265$10.0K<0.1%–
TCF Finl Corp872307103COM208$10.0K<0.1%–
Forest Road Acquisition Corp34619R102COM938$9.00K<0.1%–
ProShares Tr74347B425SHORT S&P 500 NE550$9.00K<0.1%–
ZMZoom Communications, Inc.Stock23$7.00K<0.1%History
PLABPhotronics IncCOM533$7.00K<0.1%History
GABCGerman American Bancorp, Inc.Stock125$6.00K<0.1%History
Standard Avb Finl Corp85303B100COM195$6.00K<0.1%–
Barrick Gold Corp067901108COM252$5.00K<0.1%–
LBRTLiberty Energy Inc.COM CL A341$4.00K<0.1%History
DNOWDNOW Inc.COM200$2.00K<0.1%History
CIMChimera Investment CorpCOM NEW97$1.00K<0.1%History
Sociedad Quimica Y Minera DE833636111RIGHT 04/19/2021235$1.00K<0.1%–