SMI Advisory Services, LLC

Portfolio Overview

SMI Advisory Services, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025, with the total portfolio value increasing by 40.7% from $412.44 million to $580.29 million. This growth was driven by a combination of market performance and substantial capital inflows, evidenced by the creation of 28 new positions. The portfolio consists of 83 total holdings, indicating a strategy that balances high-conviction allocations with...