SMITH CHAS P & ASSOCIATES PA CPAS
All 13F Filings
- Location
- Lakeland, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,901,411
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 174 | 1,901,411 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| Q3 2025 | 11/12/2025 | 127 | 1,154,974 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| Q2 2025 | 7/17/2025 | 166 | 1,780,024 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| Q1 2014 | 4/24/2014 | 84 | 1,356,098 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| Q4 2013 | 2/3/2014 | 89 | 1,294,104 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.709 M | 89.9% | 676.8 K | 0 | 676.8 K |
| ETFs | 192.1 K | 10.1% | 69.64 K | 0 | 69.64 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
1,901,411
Holdings
174
QoQ value change ($000)
746,437
(64.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.