Smith Shellnut Wilson LLC Portfolio Holdings
Smith Shellnut Wilson LLC
- $257 Million
- Q3 2025
Smith Shellnut Wilson LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $257 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.7M, Ishares Core S&P 500 ETF with a value of $20.6M, Oracle Corp with a value of $18.7M, Ishares Core S&P Total U.S. St with a value of $14.2M, and Invesco Qqq Trust, Series 1 with a value of $12.9M.
Examining the 13F form we can see an increase of $29.1M in the current position value, from $228M to 257M.
Below you can find more details about Smith Shellnut Wilson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $141 Million
Technology: $46.7 Million
Financial Services: $19.2 Million
Consumer Defensive: $12.3 Million
Industrials: $9.36 Million
Consumer Cyclical: $8.76 Million
Healthcare: $8.34 Million
Communication Services: $6.53 Million
Other: $4.92 Million