Smith, Salley & Associates Portfolio Holdings
Smith, Salley & Associates
- $1.89 Billion
- Q4 2025
Smith, Salley & Associates has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.89 Billion distributed in 264 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $145M, Microsoft Corp with a value of $120M, Apple Inc. with a value of $111M, Alphabet Inc. with a value of $78.8M, and Amazon Com Inc with a value of $64.3M.
Examining the 13F form we can see an increase of $49M in the current position value, from $1.84B to 1.89B.
Below you can find more details about Smith, Salley & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$1.89 Billion
Technology: $592 Million
Financial Services: $275 Million
Healthcare: $190 Million
Industrials: $181 Million
Consumer Cyclical: $180 Million
ETFs: $164 Million
Communication Services: $156 Million
Consumer Defensive: $68.7 Million
Other: $87.5 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 264
- Current Value $1.89 Billion
- Prior Value $1.84 Billion
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 9 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks