Smith, Moore & Co.
Annual return '25
+9.0%
SPY '25
+17.7%
Alpha
-8.7ptsvs SPY
Invested
$35B
Holdings
557
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: New position (5.8k shares)
5.2%
02
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: New position (40.0k shares)
4.4%
03
$XONE
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
Held since at least Q1 2024
3.2%
04
$IVE
ISHARES S&P 500 VALUE ETF
Q1 2026: New position (6.6k shares)
3.1%
05
$MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Held since at least Q1 2024
2.8%
06
$AAPL
APPLE INC COM
Q1 2026: New position (31.3k shares)
2.6%
07
$IWF
ISHARES RUSSELL 1000 GROWTH ETF
Held since at least Q1 2024
2.3%
08
$SPY
STATE STREET SPDR S&P 500 ETF
Q1 2026: New position (1.3k shares)
2.2%
09
$IJR
ISHARES CORE S&P SMALL CAP ETF
Held since at least Q1 2024
2.0%
10
$VIG
VANGUARD DIVIDEND APPRECIATION ETF
Q1 2026: New position (17.3k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.