SMI Advisory Services, LLC
SMI Advisory Services, LLC reported 62 positions worth $617.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: RAA (36.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RAA | SH | $226.1M | 36.64% | 7,643,624 | — | — | |
| ▸ 2 | FCTE | SH | $68.1M | 11.03% | 2,335,162 | — | — | |
| ▸ 3 | IWD | SH | $63.2M | 10.25% | 255,736 | — | — | |
| ▸ 4 | EMXC | SH | $27.5M | 4.45% | 274,115 | — | — | |
| ▸ 5 | USRT | SH | $25.3M | 4.10% | 377,626 | — | — | |
| ▸ 6 | QTPI | SH | $22.6M | 3.67% | 884,577 | — | — | |
| ▸ 7 | WCPB | SH | $21.4M | 3.47% | 845,239 | — | — | |
| ▸ 8 | XSD | SH | $20.6M | 3.34% | 36,067 | — | — | |
| ▸ 9 | FDT | SH | $19.7M | 3.20% | 208,908 | — | — | |
| ▸ 10 | IVV | SH | $18.5M | 2.99% | 24,446 | — | — |
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Frequently Asked Questions
What stocks does SMI Advisory Services, LLC hold as of Q2 2026?
SMI Advisory Services, LLC reported 62 positions worth $617.0M in its Q2 2026 13F filing. Largest positions: RAA (36.6%), FCTE (11.0%), IWD (10.2%), EMXC (4.5%) and USRT (4.1%).
What did SMI Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SMI Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.