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Donna M Ryberg

Smith Thornton Advisors Llc

Assets Managed
$226.956M
Holdings
140
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.3%(2Q avg: 7.66%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Thornton Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Smith Thornton Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 226.956M in assets, with a quarterly growth rate of 14.3% and a 2-quarter average growth rate of 7.66%. The portfolio is managed by Donna M Ryberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Increased 6.9%
5.51%
$12.491M
254,612 shares@ $49.06 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 9.19%
4.57%
$10.362M
223,806 shares@ $46.3 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 7.81%
3.15%
$7.13M
141,546 shares@ $50.37 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 6.1%
3.12%
$7.065M
152,724 shares@ $46.26 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 13.79%
3.08%
$6.968M
174,374 shares@ $39.97 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 10.79%
2.89%
$6.548M
132,394 shares@ $49.47 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 8.91%
2.78%
$6.287M
57,271 shares@ $109.78 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 6.14%
2.74%
$6.212M
281,071 shares@ $22.1 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.23%
2.67%
$6.053M
8,043 shares@ $752.62 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.36%
2.63%
$5.95M
16,879 shares@ $352.51 avg price

1-10 of 140