← All Mutual Funds

Smead Funds Trust

CIK: 0001614370 Equity
Report date: 2026-04-24
AUM $4.4B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

15 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
3.98%
$174.93 1,541,764
2 SPG Simon Property Group Inc Since 2026-05-10 828806109 Equity (Common)
6.67%
$293.30 1,438,809
3 MRK Merck & Co., Inc Since 2026-05-10 58933Y105 Equity (Common)
6.43%
$282.41 2,280,840
4 CROX Crocs Inc Since 2026-05-10 227046109 Equity (Common)
0.99%
$43.36 477,987
5 ULTA Ulta Beauty Inc Since 2026-05-10 90384S303 Equity (Common)
1.80%
$78.92 115,242
6 AMGN Amgen Inc. Since 2026-05-10 031162100 Equity (Common)
5.69%
$249.98 644,022
7 AXP American Express Company Since 2026-05-10 025816109 Equity (Common)
3.91%
$171.72 555,920
8 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
2.62%
$115.26 383,816
9 EBAY eBay Inc. Since 2026-05-10 278642103 Equity (Common)
3.38%
$148.44 1,633,744
10 FITB Fifth Third Bancorp Since 2026-05-10 316773100 Equity (Common)
2.94%
$129.26 2,612,991
11 MTB M&T Bank Corporation Since 2026-05-10 55261F104 Equity (Common)
1.34%
$58.84 271,159
12 MAC The Macerich Company Since 2026-05-10 554382101 Equity (Common)
5.22%
$229.59 11,215,899
13 NVR NVR Inc Since 2026-05-10 62944T105 Equity (Common)
3.40%
$149.45 19,879
14 FANG Diamondback Energy Inc Since 2026-05-10 25278X109 Equity (Common)
3.91%
$171.79 986,847
15 CVE Cenovus Energy Inc Since 2026-05-10 15135U109 Equity (Common)
5.79%
$254.27 11,412,967