account_balance
Investment manager · 13F filer · SEC CIK 1082509
Smith Chas P & Associates Pa Cpas
Reported value$2.04Bas of Sep 30, 2026
Positions194 29 new, 11 sold out
Top 10 weight41.3%AAPL alone is 6%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.2%Trimmed −13%
GOOGAlphabet Inc.
5.0%Trimmed −19%
MSFTMicrosoft Corp
4.9%Trimmed −2%
JPMJPMorgan Chase & Co
4.5%Trimmed −9%
BRK-BBerkshire Hathaway Inc
4.1%Trimmed −3%
WMTWalmart Inc.
4.0%Trimmed −4%
IVViShares Tr
3.6%Added +7%
VVisa Inc.
3.0%
JNJJohnson & Johnson
3.0%Trimmed −5%
HDHome Depot, Inc.
2.9%
UNHUnitedHealth Group Inc
2.7%
CBChubb Ltd
2.7%
AAPLApple Inc.
6.2%−13%
GOOGAlphabet Inc.
5.0%
MSFTMicrosoft Corp
4.9%
JPMJPMorgan Chase & Co
4.5%Trimmed −9%
BRK-BBerkshire Hathaway Inc
4.1%−3%
WMTWalmart Inc.
4.0%−4%
IVViShares Tr
3.6%
VVisa Inc.
3.0%
JNJJohnson & Johnson
3.0%
HDHome Depot, Inc.
2.9%
UNHUnitedHealth Group Inc
2.7%
CBChubb Ltd
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.2% Trimmed −13%GOOG Alphabet Inc. 5.0% Trimmed −19%MSFT Microsoft Corp 4.9% Trimmed −2%JPM JPMorgan Chase & Co 4.5% Trimmed −9%BRK-B Berkshire Hathaway Inc 4.1% Trimmed −3%WMT Walmart Inc. 4.0% Trimmed −4%
IVV iShares Tr 3.6% Added +7%
V Visa Inc. 3.0% HeldJNJ Johnson & Johnson 3.0% Trimmed −5%HD Home Depot, Inc. 2.9% HeldUNH UnitedHealth Group Inc 2.7% HeldCB Chubb Ltd 2.7% Trimmed −3%What changed
Biggest moves since Mar 31, 2026
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