Fund HoldingsSmith Asset Management Co., LLC

Total Portfolio Value
$121.13M
Total Bought
$9.71M
Total Sold
$5.49M
Net Transaction
+$4.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EQUITABLE HLDGS INC71,94982,004+10,0551,5583,9073.23%+2,350
SPDR SERIES TRUST
ST STR P500ETF
010,983+10,98308810.73%+881
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,966+3,96606140.51%+614
APPLE INC(AAPL)9,93111,538+1,6072,5443,1372.59%+593
VANGUARD WORLD FD
INDUSTRIAL ETF
5,5817,127+1,5461,6532,1271.76%+474
BERKSHIRE HATHAWAY INC DEL13,97614,945+9697,0537,5126.20%+459
MICROSOFT CORP(MSFT)0866+86604190.35%+419
VANGUARD WORLD FD
INF TECH ETF
4,1404,637+4973,0913,4952.89%+404
PIMCO CORPORATE & INCM STRG(PCN)192,064227,754+35,6902,5702,9062.40%+336
ARES CAPITAL CORP(ARCC)296,523315,198+18,6756,0526,3765.26%+325
ALPHABET INC(GOOG)01,020+1,02003190.26%+319
INVESCO QQQ TR8721,332+4605248180.68%+295
ANNALY CAPITAL MANAGEMENT IN118,930120,236+1,3062,4032,6882.22%+286
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,069+5,06902780.23%+278
AMAZON COM INC(AMZN)4,8445,618+7741,0641,2971.07%+233
AMGEN INC(AMGN)0661+66102160.18%+216
EATON VANCE TX ADV GLBL DIV(ETG)08,928+8,92802060.17%+206
VANGUARD INDEX FDS4,0264,700+6747518980.74%+147
BLACKROCK HEALTH SCIENCES TR10,58412,885+2,3013945300.44%+136
BLACKROCK UTILS INFRASTRUCTU48,81153,262+4,4511,2771,3681.13%+91
GUGGENHEIM STRATEGIC OPPORTU(GOF)101,871123,059+21,1881,5261,5851.31%+59
SPDR S&P 500 ETF TR(SPY)5,8115,767-443,8773,9333.25%+56
ABRDN HEALTHCARE INVESTORS(HQH)117,345117,060-2852,1662,2171.83%+51
VANGUARD INDEX FDS2,9383,109+1717538020.66%+49
WALMART INC(WMT)4,4254,449+244564960.41%+40
NUVEEN AMT FREE MUN CR INC F(NVG)90,34190,284-571,1101,1430.94%+33
SOURCE CAPITAL28,11228,345+2331,2661,2971.07%+31
COLUMBIA SELIGM PREM TECH GR(STK)15,85016,070+2205605910.49%+31
COHEN & STEERS LTD DURATION10,17111,785+1,6142202490.21%+29
ABRDN GLOBAL INFRA INCOME FU62,07359,649-2,4241,3121,3341.10%+22
WESTERN ASSET PREMIER BD FD13,53714,963+1,4261521650.14%+13
COHEN & STEERS REIT & PFD &
COM
30,86535,528+4,6636947060.58%+12
DIVERSIFIED HEALTHCARE TR(DHC)22,59322,293-3001001080.09%+8
VANGUARD WORLD FD
ENERGY ETF
3,0673,120+533863930.32%+7
BLACKROCK LTD DURATION INCOM53,49154,494+1,0037497490.62%-0
MORGAN STANLEY EMKT DBT FD I67,55667,326-2304984980.41%-0
ALLIANCEBERNSTEIN NATL MUN I18,20318,20301981970.16%-1
LIBERTY ALL STAR EQUITY FD(USA)18,65118,65101181170.10%-1
SUBURBAN PROPANE PARTNERS L(SPH)42,32042,32007897850.65%-5
COHEN & STEERS INFRASTRUCTUR98,6990-98,69980-8
LIBERTY ALL-STAR GROWTH FD I42,26341,879-3842352220.18%-13
FLAHERTY & CRUMRINE PFD SECS72,97773,885+9081,2331,2201.01%-13
SERVICE PPTYS TR(SVC)18,37718,252-12550340.03%-16
OMEGA HEALTHCARE INVS INC(OHI)18,05316,651-1,4027627380.61%-24
FIRST TR ENHANCED EQUITY INC158,566153,668-4,8983,4123,3842.79%-29
VANGUARD INDEX FDS2,0071,993-145905560.46%-33
FLAHERTY & CRUMRINE PFD INCO106,993105,918-1,0751,2141,1800.97%-34
ALTRIA GROUP INC(MO)3,9213,871-502592230.18%-36
DUKE ENERGY CORP NEW(DUK)2,8582,703-1553543170.26%-37
BLACKROCK CORPOR HI YLD FD I(HYT)65,26965,407+1386205820.48%-38
SEVEN HILLS REALTY TRUST33,03532,593-4423412900.24%-51
BLACKROCK ENHANCED INTL DIV518,992494,899-24,0932,9842,9102.40%-74
BLACKROCK DEBT STRATEGIES FD183,186182,965-2211,9451,8631.54%-83
HEALTHPEAK PROPERTIES INC(DOC)27,44327,44305264410.36%-84
FLAHERTY & CRUMRINE TOTAL RE130,618127,651-2,9672,3282,2341.84%-94
CALAMOS STRATEGIC TOTAL RETU(CSQ)227,982223,949-4,0334,3984,3003.55%-98
PIMCO DYNAMIC INCOME FD(PDI)138,217148,579+10,3622,7372,6312.17%-105
COHEN & STEERS SELECT PFD &134,523132,349-2,1742,7952,6842.22%-111
COHEN & STEERS INFRASTRUCTUR(UTF)98,69996,702-1,9972,4482,3321.92%-116
DNP SELECT INCOME FD INC(DNP)421,102409,725-11,3774,2154,0933.38%-122
IRON MTN INC DEL(IRM)5,2154,921-2945324080.34%-123
WSTRN AST GLBL CORP OPP FD I126,475115,663-10,8121,5031,3661.13%-137
BLACKROCK CR ALLOCATION INCO286,818279,316-7,5023,1693,0252.50%-144
FLAHERTY & CRUMRINE DYNAMIC101,04396,884-4,1592,1872,0141.66%-172
PIMCO CORPORATE & INCOME OPP(PTY)160,326162,381+2,0552,3152,0951.73%-220
NUVEEN PFD & INCOME OPPORTUN(JPC)944,134926,024-18,1107,7427,5106.20%-232
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,0690-5,0692730-273
ALLIANCEBERNSTEIN GLOBAL HIG
COM
410,637402,102-8,5354,6034,2993.55%-305
REAVES UTIL INCOME FD(UTG)79,26077,007-2,2533,1402,8172.33%-323
BARINGS PARTN INVS73,59870,323-3,2751,4831,1170.92%-366
COHEN & STEERS TOTAL RETURN336,211333,986-2,2254,0683,6913.05%-378
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,7920-3,7925280-528
BARINGS CORPORATE INVS183,634176,145-7,4893,8123,1972.64%-615
SPDR SERIES TRUST
ST STR P500ETF
9,3710-9,3717420-742
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