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© 2026 IR SuperintelMethodologyContact

Smith Chas P & Associates PA CpasCoreConcentrated long-term

CIK: 0001082509 | LAKELAND, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR194$2.0B2026-10-22SEC ↗
Q2 2026
13F-HR199$2.0B2026-09-11SEC ↗
Q1 2026
13F-HR176$1.8B2026-05-12SEC ↗
Q4 2025
13F-HR174$1.9B2026-02-09SEC ↗
Q3 2025
13F-HR127$1.2B2025-11-12SEC ↗
Q2 2025
13F-HR166$1.8B2025-07-17SEC ↗
Q1 2025
13F-HR163$1.7B2025-05-08SEC ↗
Q4 2024
13F-HR159$1.7B2025-01-21SEC ↗
Q3 2024
13F-HR156$1.8B2024-10-11SEC ↗
Q2 2024
13F-HR144$1.7B2024-07-29SEC ↗
Q1 2024
13F-HR152$1.7B2024-04-25SEC ↗
Q4 2023
13F-HR141$165.5M2024-02-01SEC ↗
Q3 2023
13F-HR122$156.2M2023-11-02SEC ↗
Q2 2023
13F-HR136$151.3M2023-07-31SEC ↗
Q1 2023
13F-HR133$135.7M2023-04-27SEC ↗
Q4 2022
13F-HR131$104.9M2023-01-12SEC ↗
Q3 2022
13F-HR117$90.0M2022-11-22SEC ↗
Q2 2022
13F-HR128$46.8M2022-07-15SEC ↗
Q1 2022
13F-HR128$44.9M2022-05-12SEC ↗
Q4 2021
13F-HR146$47.0M2022-02-07SEC ↗
Q3 2021
13F-HR139$40.1M2021-10-12SEC ↗
Q2 2021
13F-HR135$38.3M2021-07-23SEC ↗
Q1 2021
13F-HR115$36.4M2021-05-11SEC ↗
Q4 2020
13F-HR108$31.3M2021-02-10SEC ↗
Q3 2020
13F-HR97$26.3M2020-11-10SEC ↗
Q2 2020
13F-HR94$30.7M2020-08-13SEC ↗
Q1 2020
13F-HR97$26.2M2020-05-11SEC ↗
Q4 2019
13F-HR112$28.0M2020-02-04SEC ↗
Q3 2019
13F-HR110$27.8M2019-11-06SEC ↗
Q2 2019
13F-HR107$30.6M2019-08-09SEC ↗
Q1 2019
13F-HR103$30.6M2019-05-08SEC ↗
Q4 2018
13F-HR102$26.1M2019-02-07SEC ↗
Q3 2018
13F-HR103$30.0M2018-11-09SEC ↗
Q2 2018
13F-HR106$26.7M2018-08-03SEC ↗
Q1 2018
13F-HR106$26.4M2018-05-10SEC ↗
Q4 2017
13F-HR101$24.6M2018-02-09SEC ↗
Q3 2017
13F-HR101$21.2M2017-10-31SEC ↗
Q2 2017
13F-HR95$20.0M2017-08-04SEC ↗
Q1 2017
13F-HR98$21.3M2017-04-26SEC ↗
Q4 2016
13F-HR95$18.7M2017-02-06SEC ↗
Q3 2016Amended
13F-HR/A102$570.2K2016-10-18SEC ↗
Q2 2016
13F-HR94$17.0M2016-08-02SEC ↗
Q1 2016Amended
13F-HR/A102$558.0K2016-05-16SEC ↗
Q4 2015
13F-HR96$13.5M2016-01-28SEC ↗
Q3 2015
13F-HR95$13.9M2015-10-21SEC ↗
Q2 2015
13F-HR102$24.3M2015-07-29SEC ↗
Q1 2015
13F-HR102$23.7M2015-05-11SEC ↗
Q4 2014
13F-HR95$25.4M2015-01-14SEC ↗
Q3 2014
13F-HR97$22.5M2014-11-20SEC ↗
Q2 2014
13F-HR93$20.4M2014-08-14SEC ↗
Q1 2014
13F-HR84$55.2M2014-04-24SEC ↗
Q4 2013
13F-HR89$54.6M2014-02-03SEC ↗
Q3 2013
13F-HR89$16.6M2013-10-28SEC ↗
Q2 2013
13F-HR89$15.5M2013-08-01SEC ↗