SMITH CHAS P & ASSOCIATES PA CPAS — 13F holdings

SMITH CHAS P & ASSOCIATES PA CPAS reported 194 holdings worth $2.04B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. AAPL APPLE INC — $126M (6.2%)
2. GOOG ALPHABET INC — $102M (5.0%)
3. MSFT MICROSOFT CORP — $99.2M (4.9%)
4. JPM JPMORGAN CHASE & CO. — $92.5M (4.5%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $83.9M (4.1%)
6. WMT WALMART INC — $82.2M (4.0%)
7. IVV ISHARES TR — $72.3M (3.6%)
8. V VISA INC — $61.3M (3.0%)
9. JNJ JOHNSON & JOHNSON — $60.9M (3.0%)
10. HD HOME DEPOT INC — $58.7M (2.9%)