Smith Thornton Advisors LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 139 separate holdings managed by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, and consumer goods. Major positions include Apple Inc., with 15,779 shares; Microsoft Corporation, with 9,758 shares; and NVIDIA Corporation, with 10,826 shares. Other notable holdings include Johnson & Johnson, Merck & Co., and Eli Lilly & Co., as well as consumer staples companies like Procter & Gamble and Coca-Cola.
The filing also includes significant investments in exchange-traded funds (ETFs). Smith Thornton holds shares in various Vanguard and iShares ETFs, including the Vanguard S&P 500 ETF, the iShares Core S&P 500 ETF, and the iShares Core Dividend Growth ETF. Additionally, the firm holds stakes in several Victory Portfolios II ETFs, such as the Victory Portfolios II Short Term Bond ETF and the Victory Portfolios II Core Bond ETF.
The filing identifies Donna M. Ryberg as the Chief Compliance Officer of Smith Thornton Advisors LLC, located in Huntsville, Alabama.
