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SMITH CHAS P & ASSOCIATES PA CPAS

CIK 0001082509
$1.84B
Reported AUM
176
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · SMITH CHAS P & ASSOCIATES PA CPAS · Q1 2026

AI · grounded in 13F

SMITH CHAS P & ASSOCIATES PA CPAS closed its position in HSY, reducing its exposure by $23.2M. The fund increased its stake in ITW by 11.09% and added to its position in APD by 0.08%. Other activity included trimming holdings in GOOG by 3.89% and AAPL by 3.08%.

Portfolio · Q1 2026

AAPL$107.5MGOOG$107.2MWMTJPMBERKSHIMSFTHDJNJIVVLMTMCDCBOther$961.6MSC

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$107.5M5.83%13,444−3.1%
2GOOGALPHABET INC$365.76-0.95%109.82%172.71%$107.2M5.82%15,117−3.9%
3WMTWALMART INC$118.880.97%22.99%166.67%$89.7M4.87%17,429−2.4%
4JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$87.6M4.76%5,729−1.9%
5BRK/BBERKSHIRE HATHAWAY INC DEL$78.0M4.23%1,549−0.9%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$70.9M3.85%+1,020+0.5%
7HDHOME DEPOT INC$310.780.27%-12.61%7.24%$62.3M3.38%1,194−0.6%
8JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$61.6M3.34%4,950−1.9%
9IVVISHARES TR$740.91-2.62%24.60%80.03%$57.4M3.11%+7,921+9.9%
10LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$55.0M2.98%961−1.0%
11MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$53.5M2.90%1,076−0.6%
12CBCHUBB LTD SWITZ$326.273.74%11.75%106.19%$50.7M2.75%2,042−1.3%
13VVISA INC$323.571.06%-11.91%36.33%$46.8M2.54%864−0.6%
14QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$46.4M2.52%1,486−1.8%
15FPEIFIRST TR EXCH TRADED FD III$19.21-0.16%8.09%21.20%$46.1M2.50%+44,306+1.9%
16MRKMERCK & CO INC$120.790.44%58.51%82.35%$44.2M2.40%3,413−0.9%
17GDGENERAL DYNAMICS CORP$346.441.45%27.61%96.66%$43.4M2.36%537−0.4%
18AMGNAMGEN INC$349.581.15%24.03%69.41%$41.9M2.27%+698+0.6%
19SDVYFIRST TR EXCHANGE TRADED FD19.90%55.11%$40.5M2.20%994−0.1%
20PEPPEPSICO INC$141.92-0.16%14.71%5.94%$40.4M2.19%+294+0.1%
21AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$39.7M2.15%+9,905+5.5%
22PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$39.3M2.13%+2,367+0.9%
23APDAIR PRODUCTS AND CHEMICALS I$282.35-0.18%3.63%9.35%$38.8M2.11%+104+0.1%
24UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$37.5M2.04%+12,136+9.6%
25QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%33.80%99.76%$35.0M1.90%+1,498+1.0%
26ITWILLINOIS TOOL WKS INC$252.720.64%4.67%24.70%$34.6M1.88%+13,278+11.1%
27ACNACCENTURE PLC IRELAND$178.25-0.34%-43.13%-39.60%$31.5M1.71%+32,344+25.6%
28UNPUNION PAC CORP$272.323.19%24.65%39.36%$29.7M1.61%+3,055+2.6%
29NVONOVO-NORDISK A S$42.96-1.81%-39.65%3.29%$29.5M1.60%+230,875+40.5%
30ADPAUTOMATIC DATA PROCESSING IN$231.950.28%-27.24%22.55%$26.9M1.46%+29,875+29.2%
31SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$25.7M1.40%+3,629+10.1%
32DGROISHARES TR$75.17-0.78%$21.2M1.15%1,974−0.6%
33FQALFIDELITY COVINGTON TRUST$80.09-1.93%$13.1M0.71%+403+0.2%
34ONEQFIDELITY COMWLTH TR$101.30-4.14%$12.4M0.67%4,979−3.3%
35IWBISHARES TR$403.01-2.58%$11.9M0.65%HELD
36DIASTATE STR SPDR DOW JONES IND$509.70-1.35%$10.1M0.55%1,278−5.5%
37BRK/ABERKSHIRE HATHAWAY INC DEL$10.1M0.55%+1+7.7%
38IJRISHARES TR$137.68-1.84%$9.8M0.53%812−1.0%
39CSCOCISCO SYS INC$121.64-6.43%$9.4M0.51%9,365−7.2%
40COFCAPITAL ONE FINL CORP$180.67-1.38%$6.9M0.37%632−1.6%
41SSOPROSHARES TR$66.621.15%$6.0M0.32%HELD
42IWRISHARES TR$106.21-2.12%$5.5M0.30%25−0.0%
43IWMISHARES TR$281.65-3.55%$5.1M0.28%22−0.1%
44XLPSELECT SECTOR SPDR TR$83.441.71%$4.9M0.27%3,616−5.7%
45SPXLDIREXION SHARES ETF TRUST$262.56-7.89%$4.7M0.25%21−0.1%
46MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%$4.6M0.25%58−0.8%
47IJJISHARES TR$141.94-1.11%$4.6M0.25%195−0.6%
48XLVSELECT SECTOR SPDR TR$153.010.61%$4.4M0.24%1,864−5.8%
49NEENEXTERA ENERGY INC$85.840.19%$4.0M0.22%725−1.7%
50ORCLORACLE CORP$213.68-9.59%$3.9M0.21%217−0.8%
51XOMEXXON MOBIL CORP$149.92-1.39%$3.6M0.20%623−2.8%
52VXUSVANGUARD STAR FDS$83.03-3.73%$3.4M0.19%HELD
53COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$3.4M0.18%117−3.3%
54BWINTHE BALDWIN INSURANCE GRP IN$19.41-2.36%$3.3M0.18%+92,923+162.3%
55CVXCHEVRON CORPORATION$187.31-0.55%$3.2M0.17%31−0.2%
56GOOGLALPHABET INC$368.53-0.98%$2.9M0.16%+645+6.8%
57RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$2.8M0.15%16−0.1%
58NVDANVIDIA CORPORATION$205.10-6.20%$2.7M0.15%+953+6.5%
59SOSOUTHERN CO$92.601.07%$2.3M0.13%591−2.4%
60LOWLOWES COS INC$210.741.55%$2.3M0.13%14,029−58.8%
61XLESELECT SECTOR SPDR TR$57.67-1.84%$2.1M0.11%116−0.3%
62METAMETA PLATFORMS INC$593.00-5.51%$1.7M0.09%+500+19.7%
63DFUSDIMENSIONAL ETF TRUST$80.40-2.76%$1.7M0.09%+4,839+25.8%
64VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$1.6M0.08%HELD
65EEMISHARES TR$64.59-6.53%$1.5M0.08%HELD
66KOCOCA COLA CO$79.483.46%$1.4M0.08%+1,166+6.6%
67VHTVANGUARD WORLD FD$284.130.26%$1.4M0.08%HELD
68CATCATERPILLAR INC$904.28-3.85%$1.3M0.07%+128+7.5%
69RTXRTX CORPORATION$180.990.88%$1.3M0.07%+57+0.8%
70IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$1.2M0.07%+1,634+47.7%
71AVGOBROADCOM INC$385.73-7.92%$1.2M0.06%+195+5.5%
72LLYELI LILLY & CO$1131.420.55%$1.2M0.06%+40+3.3%
73GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$1.1M0.06%+60+4.7%
74CWCURTISS WRIGHT CORP$733.14-1.38%$969K0.05%400−22.0%
75VTIVANGUARD INDEX FDS$363.38-2.68%$955K0.05%4−0.1%
76CLCOLGATE PALMOLIVE CO$88.584.09%$931K0.05%161−1.5%
77CATHGLOBAL X FDS$88.02-2.53%$925K0.05%HELD
78ABBVABBVIE INC$227.231.02%$924K0.05%HELD
79DFUVDIMENSIONAL ETF TRUST$53.53-1.98%$906K0.05%HELD
80VZVERIZON COMMUNICATIONS INC$45.371.11%$820K0.04%553−3.3%
81TFCTRUIST FINL CORP$49.200.04%$736K0.04%990−5.8%
82DFATDIMENSIONAL ETF TRUST$67.12-1.13%$726K0.04%22−0.2%
83DFASDIMENSIONAL ETF TRUST$77.60-2.07%$723K0.04%+911+9.8%
84TAT&T INC$22.75-0.09%$657K0.04%+389+1.7%
85VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$632K0.03%+10+0.3%
86DUKDUKE ENERGY CORP NEW$124.221.97%$618K0.03%215−4.4%
87WMWASTE MGMT INC DEL$220.400.63%$617K0.03%+75+2.9%
88MARMARRIOTT INTL INC NEW$392.511.87%$613K0.03%HELD
89IVWISHARES TR$134.60-3.81%$607K0.03%320−5.6%
90VBVANGUARD INDEX FDS$288.20-2.44%$606K0.03%200−8.0%
91JBTMJBT MAREL CORPORATION$124.260.21%$602K0.03%1,515−24.4%
92PNCPNC FINL SVCS GROUP INC$228.370.57%$596K0.03%42−1.4%
93USBUS BANCORP$55.690.41%$591K0.03%+1+0.0%
94DEDEERE & CO$583.44-1.40%$574K0.03%HELD
95SCHGSCHWAB STRATEGIC TR$33.75-2.99%$572K0.03%HELD
96LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$558K0.03%+34+2.1%
97SLBSLB LIMITED$54.87-5.41%$549K0.03%2,730−20.3%
98DVYISHARES TR$155.400.32%$549K0.03%HELD
99MAMASTERCARD INCORPORATED$491.081.93%$530K0.03%126−10.6%
100JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%$517K0.03%1,100−10.6%
101FHLCFIDELITY COVINGTON TRUST$486K0.03%HELD
102ADBEADOBE INC$482K0.03%43−2.1%
103TSLATESLA INC$479K0.03%105−7.5%
104PMPHILIP MORRIS INTL INC$476K0.03%280−8.9%
105CRMSALESFORCE INC$466K0.03%+2,499NEW
106MMM3M CO$466K0.03%+187+6.2%
107MOALTRIA GROUP INC$455K0.02%1,450−17.4%
108XLFSELECT SECTOR SPDR TR$450K0.02%+305+3.5%
109MUMICRON TECHNOLOGY INC$436K0.02%+211+19.5%
110BACBANK AMERICA CORP$428K0.02%651−6.9%
111BMYBRISTOL-MYERS SQUIBB CO$426K0.02%+1,322+23.2%
112SHYGISHARES TR$420K0.02%108−1.1%
113HONHONEYWELL INTL INC$413K0.02%+156+9.3%
114VYMVANGUARD WHITEHALL FDS$412K0.02%460−14.2%
115GLDSPDR GOLD TR$412K0.02%+255+36.3%
116IJHISHARES TR$400K0.02%+5,929NEW
117XLKSELECT SECTOR SPDR TR$392K0.02%HELD
118ISPYPROSHARES TR$390K0.02%HELD
119ODFLOLD DOMINION FREIGHT LINE IN$387K0.02%HELD
120PFEPFIZER INC$377K0.02%2,652−16.5%
121ABTABBOTT LABORATORIES$372K0.02%778−17.7%
122PFFAETFIS SER TR I$366K0.02%HELD
123GLWCORNING INC$365K0.02%675−20.1%
124TQQQPROSHARES TR$363K0.02%HELD
125IJSISHARES TR$359K0.02%HELD
126IVEISHARES TR$358K0.02%HELD
127DISDISNEY WALT CO$358K0.02%+181+5.1%
128COPCONOCOPHILLIPS$353K0.02%500−15.7%
129VEUVANGUARD INTL EQUITY INDEX F$348K0.02%+310+7.2%
130CWBSPDR SERIES TRUST$344K0.02%245−6.1%
131FSECFIDELITY MERRIMACK STR TR$343K0.02%HELD
132IWPISHARES TR$333K0.02%HELD
133TSMTAIWAN SEMICONDUCTOR MANUFAC$331K0.02%99−9.2%
134NPFDNUVEEN VRIABL RAT PFD & INM$327K0.02%3,000−14.3%
135UPSUNITED PARCEL SVCS INC$320K0.02%+31+1.0%
136BDXBECTON DICKINSON & CO$319K0.02%HELD
137OEFISHARES TR$312K0.02%HELD
138AONAON PLC$311K0.02%HELD
139FITBFIFTH THIRD BANCORP$308K0.02%HELD
140VUGVANGUARD INDEX FDS$306K0.02%HELD
141EVRGEVERGY INC$306K0.02%HELD
142HBANHUNTINGTON BANCSHARES INC$302K0.02%HELD
143SRESEMPRA$301K0.02%HELD
144AXPAMERICAN EXPRESS CO$287K0.02%HELD
145IYYISHARES TR$285K0.02%+1,800NEW
146FNCLFIDELITY COVINGTON TRUST$278K0.02%HELD
147CEGCONSTELLATION ENERGY CORP$274K0.01%228−18.9%
148DFACDIMENSIONAL ETF TRUST$270K0.01%HELD
149FLRNSPDR SERIES TRUST$269K0.01%HELD
150HDVISHARES TR$268K0.01%220−10.0%
151SCHBSCHWAB STRATEGIC TR$268K0.01%HELD
152NFLXNETFLIX INC.$266K0.01%+177+6.8%
153JPCNUVEEN PFD & INCOME OPPORTUN$264K0.01%7,500−17.6%
154INTCINTEL CORP$258K0.01%+400+7.3%
155ENBENBRIDGE INC$258K0.01%+33+0.7%
156UDOWPROSHARES TR$251K0.01%HELD
157PAYXPAYCHEX INC$249K0.01%440−14.0%
158MDTMEDTRONIC PLC$246K0.01%200−6.6%
159PHPARKER-HANNIFIN CORP$243K0.01%HELD
160HYGISHARES TR$241K0.01%HELD
161GEGE AEROSPACE$237K0.01%4−0.5%
162RYROYAL BK CDA$226K0.01%175−11.1%
163KMBKIMBERLY-CLARK CORP$221K0.01%+2,294NEW
164ESGVVANGUARD WORLD FD$220K0.01%HELD
165BLKBLACKROCK INC$219K0.01%HELD
166ISCGISHARES TR$214K0.01%376−8.8%
167IWFISHARES TR$212K0.01%HELD
168ISCBISHARES TR$207K0.01%HELD
169VWOVANGUARD INTL EQUITY INDEX F$206K0.01%HELD
170KVUEKENVUE INC$202K0.01%223−1.9%
171VOVANGUARD INDEX FDS$201K0.01%9−1.3%
172PFNPIMCO INCOME STRATEGY FD II$193K0.01%4,082−12.7%
173NZFNUVEEN MUN CR INCOME FD$151K0.01%+12,385NEW
174CLMCORNERSTONE STRATEGIC INVEST$150K0.01%+20,663NEW
175NVOXTIDAL TRUST II$134K0.01%+13,115NEW
176NMZNUVEEN MUN HIGH INCOME OPPOR$122K0.01%+11,800NEW
177HSYHERSHEY CO127,517EXITED
178SSBSOUTHSTATE BK CORP6,660EXITED
179FXAINVESCO CURRENCYSHARES AUSTR4,500EXITED
180CCITIGROUP INC1,811EXITED
181FTECFIDELITY COVINGTON TRUST904EXITED
182GRABGRAB HOLDINGS LIMITED11,000EXITED

Source: SEC EDGAR · accession 0001082509-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.