Smith Chas P & Associates PA CPAS has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal office address as 205 East Orange Street in Lakeland, Florida.
The report identifies Leila Shaver as the Chief Compliance Officer and contact person for the firm, with an address in Alpharetta, Georgia. The filing covers the firm's holdings in equity securities and is required to be filed within 45 days of the end of each calendar quarter.
The information table provided in the filing details the firm's positions in a broad range of U.S. and international equities. The portfolio includes major technology companies such as Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. It also lists significant positions in healthcare and consumer staples companies, including Johnson & Johnson, Merck & Co. Inc., Procter & Gamble Co., and PepsiCo Inc. Additionally, the filing includes positions in financial institutions such as JPMorgan Chase & Co., Bank of America Corp., and Berkshire Hathaway Inc. The portfolio also contains various exchange-traded funds (ETFs) and mutual funds, including funds managed by Fidelity, Invesco, and iShares.
