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Institutional Investment Manager
SMITH CHAS P & ASSOCIATES PA CPAS
SMITH CHAS P & ASSOCIATES PA CPAS (CIK: 0001082509) incorporated in Florida, located at 205 East Orange Street, Lakeland, FL. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q1)
Portfolio Summary: 105 holdings with a total value of $584,879,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 EXXON MOBIL CORP 257,860 21,555,000 3.69%
102 ISHARES TR 106,542 22,017,000 3.76%
103 BERKSHIRE HATHAWAY INC DEL 159,858 22,681,000 3.88%
104 APPLE INC 242,274 26,405,000 4.51%
105 GENERAL ELECTRIC CO 880,884 28,003,000 4.79%
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Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001082509-16-000010, filed 2016.05.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.