Titelia

Holdings of Smith Thornton Advisors LLC

118 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.7 % of the equity sleeve

Sector breakdown

  • Funds 8.6 %
  • Technology 7.8 %
  • Communication 6.9 %
  • Financials 5.0 %
  • Consumer staples 3.5 %
  • Consumer discretionary 2.7 %
  • Health care 2.6 %
  • Industrials 2.3 %
  • Utilities 2.0 %
  • Energy 1.7 %
  • Materials 0.2 %
  • Unattributed 56.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • NL 0.2 %
  • AU 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US116171.5M $99.68 %
2NL1347.4K $0.20 %
3AU1203.7K $0.12 %

Positions

RankCompanySharesValueWeight
101Select Sector Spdr Trust 6,608326.3K $
102Vanguard Small-Cap ETF 1,236323.7K $
103J P Morgan Exchange Traded Fund Trust 4,793271.7K $
104iShares Trust 3,281270.9K $
105Invesco S&P 500 Low Volatility 3,612264.2K $
106Vanguard Value ETF 1,276250.4K $
107Bristol-Myers Squibb Co 3,829232.2K $
108VANGUARD ADMIRAL FDS INC 2,000228.6K $
109ConocoPhillips 1,728228.1K $
110Pfizer Inc 7,890221.6K $
111MGE Energy Inc 2,835219.1K $
112Intel Corp 4,936217.8K $
113Dominion Energy Inc 3,513217.2K $
114Vanguard Short-term Bond Etf 2,728213.9K $
115Rio Tinto PLC 2,245209.4K $
116BHP Group Ltd 2,800203.7K $
117BRC Inc 19,38815K $
118UPEXI INC 11,00010.8K $