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SMITH CHAS P & ASSOCIATES PA CPAS
SMITH CHAS P & ASSOCIATES PA CPAS is an institution, managing $1.1B across 125 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).
- Portfolio Value
- $1.1B
- Positions
- 125
- Top Holding
- AAPL at 6.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SMITH CHAS P & ASSOCIATES PA CPAS's portfolio (43.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $72.5M | 6.40% | -$45.7M Sold | 0.00% 284.8K shares | |
Internet Content & Information Communication Services | $60.9M | 5.37% | -$45.9M Sold | 0.00% 250.0K shares | |
Banks - Diversified Financial Services | $60.8M | 5.37% | -$45.8M Sold | 0.01% 192.8K shares | |
Software - Infrastructure Technology | $59.8M | 5.28% | -$46.3M Sold | 0.00% 115.4K shares | |
Insurance - Diversified Financial Services | $49.6M | 4.38% | -$36.5M Sold | 0.00% 98.7K shares | |
Home Improvement Consumer Cyclical | $47.9M | 4.23% | -$33.0M Sold | 0.01% 118.1K shares | |
Discount Stores Consumer Defensive | $47.0M | 4.15% | -$34.9M Sold | 0.01% 455.9K shares | |
Financial - Credit Services Financial Services | $32.2M | 2.84% | -$22.8M Sold | 0.00% 94.3K shares | |
ETF ETF | $32.1M | 2.83% | -$14.7M Sold | — 48.0K shares | |
Restaurants Consumer Cyclical | $31.6M | 2.79% | -$22.2M Sold | 0.01% 103.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SMITH CHAS P & ASSOCIATES PA CPAS's latest filing
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SMITH CHAS P & ASSOCIATES PA CPAS
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