SMITH, MOORE & CO. PPSI — PIONEER PWR SOLUTIONS INC

Ownership history in SMITH, MOORE & CO.  ·  6 quarters on record

AI Ownership Summary

SMITH, MOORE & CO. reported PIONEER PWR SOLUTIONS INC (PPSI) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows PPSI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PPSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMITH, MOORE & CO.'s position in PIONEER PWR SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PPSI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PPSI stock page SMITH, MOORE & CO. fund profile SMITH, MOORE & CO. full holdings
How SMITH, MOORE & CO. held PPSI — position size vs. price
% of Fund (quarterly)    PPSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 13,000 — 0% 0.00% $42K 2026-05-05 $4.25
2025 Q4 REDUCED 35.3% -31.3% ✅ 13,000 -7,086 -35.3% 0.00% $61K 2026-01-23 $4.68
2025 Q2 UNCHANGED — — — 20,086 — 0% 0.00% $55K 2025-08-13 $3.24
2025 Q1 REDUCED 19.9% -8.0% ✅ 20,086 -5,000 -19.9% 0.01% $60K 2025-05-15 $2.88
2024 Q4 UNCHANGED — — — 25,086 — 0% 0.01% $104K 2025-02-13 $3.54
2024 Q3 INITIATED — — — 25,086 — — 0.01% $118K 2024-11-12 $4.54

🏢 Other funds also holding PPSI

As of 2026 Q1 — sorted by position size

Spectrum Investment Advisors, Inc. 0.22% Sage Capital Management, LLC 0.03% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.01% Legacy Advisors, LLC 3Y 7Y 0.01% Stratos Wealth Advisors, LLC 3Y 7Y 0.0% Clarity Asset Management, Inc. 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About SMITH, MOORE & CO. and PPSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMITH, MOORE & CO. reported owning PPSI?

SMITH, MOORE & CO. reported PPSI across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PPSI position in SMITH, MOORE & CO.'s portfolio?

The largest reported portfolio weight for PPSI was 0.01% in 2024 Q3.

What is the latest reported PPSI position on this page?

The most recent filing on this page is 2026 Q1, when SMITH, MOORE & CO. reported 13,000 shares, equal to 0.00% of portfolio, with an estimated market value of $42K.

What does the chart on this PPSI ownership page compare?

The chart compares SMITH, MOORE & CO.'s quarterly PPSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SMITH, MOORE & CO. time their PPSI position?

Based on 13F filing dates vs. subsequent PPSI price moves, SMITH, MOORE & CO. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PPSI relative to SPY over the holding period was -17.1%.

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