SMITHBRIDGE ASSET MANAGEMENT INC/DE: 13F holdings
CIK 11032452026Q2
| Positions | 188 |
|---|
| Reported value | $734.0m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 188 (+5 vs prior quarter) |
|---|
| Reported value | $734.0m (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 51,018 | $36.9m | 5.0% |
| AAPL APPLE INC | 125,188 | $36.2m | 4.9% |
| NVDA NVIDIA CORPORATION | 131,496 | $26.3m | 3.6% |
| VRT VERTIV HOLDINGS CO | 73,993 | $24.8m | 3.4% |
| VCRB VANGUARD MALVERN FDS | 300,432 | $23.2m | 3.2% |
| MSFT MICROSOFT CORP | 56,388 | $21.0m | 2.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 27,588 | $20.6m | 2.8% |
| SCHG SCHWAB STRATEGIC TR | 560,486 | $19.0m | 2.6% |
| DIA STATE STR SPDR DOW JONES IND | 36,193 | $18.9m | 2.6% |
| JBND J P MORGAN EXCHANGE TRADED F | 342,235 | $18.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1103245")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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