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Smithfield Trust Co

SEC CIK
0001019754
Latest filing
Aug 5, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
1,077
−30 vs. Q3 2021
Portfolio value
$1.61B
+$100.4M (+6.6%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Smithfield Trust Co in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Short-Term Bond ETF921937827ETF2,388,192$193.0M12.0%−318,128−11.8%Reduced–
Vanguard S&P 500 ETF922908363ETF399,765$174.5M10.8%+33,320+9.1%Added–
Vanguard Total Bond Market ETF921937835ETF1,014,390$86.0M5.3%−88,540−8.0%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF249,819$63.7M3.9%−3,134−1.2%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF799,319$54.5M3.4%−3,165−0.4%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF238,229$53.8M3.3%−3,299−1.4%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS828,185$50.4M3.1%+645,154+352.5%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF551,144$43.0M2.7%+6,244+1.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF855,911$42.3M2.6%+17,689+2.1%Added–
Vanguard High Dividend Yield Index ETF921946406ETF332,982$37.3M2.3%−8,150−2.4%Reduced–
iShares Core S&P 500 ETF464287200ETF76,839$36.6M2.3%−1,812−2.3%Reduced–
AAPLApple Inc.Stock188,547$33.5M2.1%−511−0.3%ReducedHistory
MSFTMicrosoft CorpStock97,747$32.9M2.0%+612+0.6%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD372,253$30.3M1.9%+292,601+367.3%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF341,573$29.9M1.9%−10,627−3.0%Reduced–
iShares Tr46432F859CORE 1 5 YR USD508,790$25.7M1.6%−470,358−48.0%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD442,031$24.3M1.5%+3,891+0.9%Added–
PPGPPG Industries IncStock120,236$20.7M1.3%+100+0.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF137,363$15.7M1.0%+2,125+1.6%Added–
JNJJohnson & JohnsonStock90,501$15.5M1.0%−1,321−1.4%ReducedHistory
iShares Core MSCI Europe ETF46434V738ETF224,150$13.0M0.8%+9,873+4.6%Added–
iShares Russell 2000 ETF464287655ETF52,733$11.7M0.7%−1,053−2.0%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF40,039$11.3M0.7%+621+1.6%Added–
PGProcter & Gamble CoStock68,236$11.2M0.7%−1,450−2.1%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF184,178$11.0M0.7%+35,184+23.6%Added–
iShares Tr46434V696CORE MSCI PAC169,422$10.8M0.7%+24,636+17.0%Added–
CHDNChurchill Downs IncCOM43,064$10.4M0.6%00.0%UnchangedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF202,308$10.1M0.6%−2,862−1.4%Reduced–
PEPPepsiCo IncStock57,462$9.99M0.6%−164−0.3%ReducedHistory
iShares Tr464288687PFD AND INCM SEC252,558$9.95M0.6%−9,908−3.8%Reduced–
BRK.BBerkshire Hathaway IncStock30,427$9.09M0.6%−19−0.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A20$9.02M0.6%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF78,813$8.99M0.6%+49,402+168.0%Added–
AMZNAmazon Com IncStock2,316$7.71M0.5%+88+3.9%AddedHistory
GOOGAlphabet Inc.Stock2,451$7.10M0.4%+76+3.2%AddedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF68,737$6.98M0.4%−6,701−8.9%Reduced–
iShares Core High Dividend ETF46429B663ETF67,056$6.77M0.4%+6,629+11.0%Added–
MCDMcDonalds CorpStock24,563$6.58M0.4%−20−0.1%ReducedHistory
GOOGLAlphabet Inc.Stock2,218$6.43M0.4%−2−0.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF13,407$6.36M0.4%−112−0.8%ReducedHistory
BNYBank of New York Mellon CorpStock108,799$6.32M0.4%−851−0.8%ReducedHistory
PFEPfizer IncStock104,995$6.20M0.4%−216−0.2%ReducedHistory
ORCLOracle CorpStock70,642$6.16M0.4%−357−0.5%ReducedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF122,137$6.01M0.4%−14,191−10.4%Reduced–
iShares Select Dividend ETF464287168ETF45,126$5.53M0.3%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF35,199$5.51M0.3%−504−1.4%Reduced–
Schwab US Dividend Equity ETF808524797ETF67,844$5.48M0.3%+6,446+10.5%Added–
NSCNorfolk Southern CorpStock17,517$5.22M0.3%−18−0.1%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF58,861$4.92M0.3%−764−1.3%Reduced–
JPMJPMorgan Chase & CoStock30,672$4.86M0.3%−1,011−3.2%ReducedHistory
UNPUnion Pacific CorpStock19,015$4.79M0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock33,269$4.68M0.3%−211−0.6%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock22,829$4.57M0.3%+312+1.4%AddedHistory
ABBVAbbVie Inc.Stock32,898$4.46M0.3%−306−0.9%ReducedHistory
NEENextera Energy IncStock47,338$4.41M0.3%−704−1.5%ReducedHistory
NKENIKE, Inc.Stock26,374$4.41M0.3%−80−0.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM71,865$4.39M0.3%−976−1.3%ReducedHistory
iShares Tr46429B655FLTG RATE NT ETF84,445$4.28M0.3%−5,566−6.2%Reduced–
HDHome Depot, Inc.Stock10,082$4.18M0.3%−108−1.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF16,976$4.09M0.3%+862+5.3%Added–
iShares Tr4642874571 3 YR TREAS BD46,062$3.94M0.2%+38,693+525.1%Added–
iShares Tr464287234MSCI EMG MKT ETF80,581$3.94M0.2%−3,203−3.8%Reduced–
DISWalt Disney CoStock25,291$3.91M0.2%+585+2.4%AddedHistory
INTCIntel CorpStock75,293$3.88M0.2%−3,781−4.8%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF63,050$3.86M0.2%+7,775+14.1%Added–
TMOThermo Fisher Scientific Inc.Stock5,486$3.66M0.2%+249+4.8%AddedHistory
VVisa Inc.Stock16,738$3.63M0.2%−158−0.9%ReducedHistory
ADPAutomatic Data Processing IncStock14,147$3.48M0.2%−44−0.3%ReducedHistory
MAMastercard IncStock8,418$3.03M0.2%+70+0.8%AddedHistory
AMATApplied Materials IncStock19,030$2.99M0.2%−300−1.6%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF57,879$2.96M0.2%−4,554−7.3%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF25,944$2.86M0.2%−4,909−15.9%Reduced–
CSCOCisco Systems, Inc.Stock44,615$2.83M0.2%+1,459+3.4%AddedHistory
ProShares Tr74347B110ULTRAPRO SHORT S227,000$2.83M0.2%+227,000New–
CMCSAComcast CorpStock53,739$2.72M0.2%−3,491−6.1%ReducedHistory
UNHUnitedHealth Group IncStock5,294$2.67M0.2%−37−0.7%ReducedHistory
VZVerizon Communications IncStock51,266$2.67M0.2%−2,694−5.0%ReducedHistory
ACNAccenture plcStock6,319$2.62M0.2%−215−3.3%ReducedHistory
IBMInternational Business Machines CorpStock19,394$2.59M0.2%−573−2.9%ReducedHistory
iShares Inc464286608MSCI EURZONE ETF52,677$2.58M0.2%+433+0.8%Added–
MMM3M CoStock14,028$2.49M0.2%−230−1.6%ReducedHistory
HONHoneywell International IncCOM11,907$2.48M0.2%−71−0.6%ReducedHistory
METAMeta Platforms, Inc.Stock7,367$2.47M0.2%−596−7.5%ReducedHistory
CVXChevron CorpStock20,387$2.40M0.1%−26−0.1%ReducedHistory
WMTWalmart Inc.Stock15,934$2.30M0.1%−266−1.6%ReducedHistory
LLYEli Lilly & CoStock8,299$2.29M0.1%00.0%UnchangedHistory
BACBank of America CorpStock51,127$2.27M0.1%+558+1.1%AddedHistory
MRKMerck & Co., Inc.Stock29,534$2.27M0.1%−295−1.0%ReducedHistory
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR83,800$2.27M0.1%00.0%Unchanged–
LOWLowes Companies IncStock8,764$2.27M0.1%+435+5.2%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF6,672$2.14M0.1%−75−1.1%Reduced–
TXNTexas Instruments IncStock11,197$2.12M0.1%−135−1.2%ReducedHistory
HSYHershey CoCOM10,513$2.03M0.1%−400−3.7%ReducedHistory
LINLinde PLCSHS5,465$1.88M0.1%+20+0.4%AddedHistory
AMTAmerican Tower CorpREIT6,262$1.83M0.1%−10.0%ReducedHistory
NVDANVIDIA CorpStock6,108$1.80M0.1%−84−1.4%ReducedHistory
PYPLPayPal Holdings, Inc.Stock9,423$1.78M0.1%+298+3.3%AddedHistory
WSBCWesbanco IncCOM49,152$1.72M0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock6,881$1.70M0.1%−26−0.4%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF10,181$1.68M0.1%−546−5.1%Reduced–

Sold out since Q3 2021 (48)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Smithfield Trust Co sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Direxion Shs ETF Tr25460G690DLY SEMICNDTR BR128,000$906.0K0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS12,296$830.0K0.1%–
WOLFWolfspeed, Inc.COM1,855$150.0K<0.1%History
LHCGLHC Group, IncCOM622$98.0K<0.1%History
TPICQTpi Composites, IncCOM2,669$90.0K<0.1%History
TRUPTrupanion, Inc.COM1,036$80.0K<0.1%History
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF611$75.0K<0.1%–
RAVNRaven Industries IncCOM1,200$69.0K<0.1%History
SONOSonos IncCOM2,085$67.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB2,562$55.0K<0.1%–
HRCHill-Rom Holdings, Inc.COM311$47.0K<0.1%History
VanEck Vectors ETF Tr92189H706UNCVTL OIL GAS220$31.0K<0.1%–
SKMSK Telecom Co LtdSPONSORED ADR854$26.0K<0.1%History
KSUKansas City SouthernCOM NEW92$25.0K<0.1%History
AMEDAmedisys IncCOM147$22.0K<0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,872$19.0K<0.1%History
CoreSite Realty Corp21870Q105COM130$17.0K<0.1%–
DVADavita Inc.COM130$16.0K<0.1%History
STMPStamps.com IncCOM NEW35$12.0K<0.1%History
DACDanaos CorpSHS110$9.00K<0.1%History
DFINDonnelley Financial Solutions, Inc.COM239$8.00K<0.1%History
ENVAEnova International, Inc.COM238$8.00K<0.1%History
RFPResolute Forest Products Inc.COM647$8.00K<0.1%History
OXYOccidental Petroleum CorpStock234$7.00K<0.1%History
CTRNCiti Trends IncCOM99$7.00K<0.1%History
EXELExelixis, Inc.COM325$7.00K<0.1%History
CGBDCarlyle Secured Lending, Inc.COM553$7.00K<0.1%History
RILYBRC Group Holdings, Inc.COM115$7.00K<0.1%History
HOVHovnanian Enterprises IncCL A NEW74$7.00K<0.1%History
CSODCornerstone OnDemand IncCOM115$7.00K<0.1%History
COWNCowen Inc.CL A NEW192$7.00K<0.1%History
HIBBHibbett IncCOM90$6.00K<0.1%History
GNLGlobal Net Lease, Inc.COM NEW295$5.00K<0.1%History
EBSEmergent BioSolutions Inc.COM90$5.00K<0.1%History
SHENShenandoah Telecommunications CoCOM165$5.00K<0.1%History
CPAYCorpay, Inc.COM16$5.00K<0.1%History
NKTRNektar TherapeuticsCOM224$4.00K<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock45$3.00K<0.1%History
CMSCMS Energy CorpCOM50$3.00K<0.1%History
CLSCelestica IncSUB VTG SHS357$3.00K<0.1%History
INVXInnovex International, Inc.COM130$3.00K<0.1%History
Liberty Media Corp Del531229607COM C SIRIUSXM80$3.00K<0.1%–
SPTNSpartanNash CoCOM146$3.00K<0.1%History
WUWestern Union COStock110$2.00K<0.1%History
FFFutureFuel Corp.COM250$2.00K<0.1%History
NPKNational Presto Industries IncCOM15$1.00K<0.1%History
SPOKSpok Holdings, IncCOM100$1.00K<0.1%History
ARNCArconic CorpCOM33$1.00K<0.1%History