SMITH CHAS P & ASSOCIATES PA CPAS
All 13F Filings
- Location
- Lakeland, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,035,146
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 194 | 2,035,146 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| Q2 2026 | 9/11/2026 | 199 | 1,972,910 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| Q1 2026 | 5/12/2026 | 176 | 1,842,989 | 13F-HR | SMITH CHAS P & ASSOCIATES PA CPAS |
| 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 | 1.606 M | 78.9% | 33.38 K | 0 | 33.38 K |
| ETFs | 429.6 K | 21.1% | 28.86 K | 0 | 28.86 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
2,035,146
Holdings
194
QoQ value change ($000)
62,236
(3.2%)
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.