Smith Chas P & Associates Pa Cpas has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.78 Billion distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $102M, Jpmorgan Chase & CO with a value of $98M, Apple Inc. with a value of $95.3M, Berkshire Hathaway Inc Class B with a value of $83.2M, and Walmart Inc. with a value of $77.7M.
Examining the 13F form we can see an increase of $60.3M in the current position value, from $1.72B to 1.78B.
Below you can find more details about Smith Chas P & Associates Pa Cpas portfolio as well as his latest detailed transactions.
Portfolio value
$1.78 Billion
ETFs: $344 Million
Financial Services: $313 Million
Technology: $258 Million
Industrials: $195 Million
Consumer Defensive: $186 Million
Consumer Cyclical: $166 Million
Healthcare: $154 Million
Communication Services: $111 Million
Other: $52.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
