SMITH SHELLNUT WILSON LLC /ADV: 13F holdings
CIK 9443172026Q2
| Positions | 161 |
|---|
| Reported value | $267.9m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 161 (+16 vs prior quarter) |
|---|
| Reported value | $267.9m (+16.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 30,602 | $22.9m | 8.6% |
| ITOT ISHARES TR | 96,560 | $15.9m | 5.9% |
| QQQ INVESCO QQQ TR | 21,320 | $15.7m | 5.9% |
| VOO VANGUARD INDEX FDS | 16,037 | $11.0m | 4.1% |
| NOBL PROSHARES TR | 178,493 | $10.0m | 3.7% |
| ORCL ORACLE CORP | 64,246 | $9.4m | 3.5% |
| IJH ISHARES TR | 116,017 | $8.9m | 3.3% |
| AAPL APPLE INC | 30,331 | $8.8m | 3.3% |
| SEAGATE TECHNOLOGY HLDNGS PL | 8,441 | $8.1m | 3.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 20,298 | $6.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="944317")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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