Smith Thornton Advisors LLC - Portfolio Stock Holdings

Smith Thornton Advisors LLC disclosed 146 stock positions in a recent SEC 13F filing. $227,867,457 of stock holdings were filed, with the largest holdings including CGDV, CGGR, and CGGO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $852,253,140 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.