Notify me when Smith Asset Management Co., LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 70 | $121,130,225 | +$5,465,822 | -$1,646,364 | +$3,819,458 | BRKB, JPC, ARCC, CSQ, AWF | 13F-HR | 18 Feb 2026, 19:41 |
| Q3 2025 | 67 | $115,853,071 | +$8,245,341 | -$7,794,567 | +$450,774 | JPC, BRKB, ARCC, AWF, CSQ | 13F-HR | 03 Nov 2025, 16:29 |
| Q2 2025 | 69 | $115,843,707 | +$11,265,149 | -$3,210,825 | +$8,054,324 | ARCC, BRKB, JPI, AWF, CSQ | 13F-HR | 03 Nov 2025, 14:23 |
| Q1 2025 | 66 | $106,117,636 | +$5,929,608 | -$3,849,330 | +$2,080,278 | BRKB, ARCC, MCI, JPI, AWF | 13F-HR | 19 May 2025, 13:25 |
| Q4 2024 | 66 | $101,625,231 | $0 | $0 | $0 | ARCC, BRKB, JPI, AWF, MCI | 13F-HR | 16 Jul 2025, 15:36 |