Smith Asset Management Co., LLC - Portfolio overview

Smith Asset Management Co., LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.27%
2. JPC - NUVEEN PFD & INCOME OPPORTUN, 5.78%
3. ARCC - ARES CAPITAL CORP, 5.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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