§ 13F · FUND PROFILE
SMITHBRIDGE ASSET MANAGEMENT INC/DE.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $688M (13F)Positions · 150Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$44M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 131K | $33M | 4.9% | −41% |
| 2 | NVDA | NVIDIA CORPORATION | 135K | $23M | 3.5% | −37% |
| 3 | VCRB | VANGUARD MALVERN FDS | 285K | $22M | 3.3% | −46% |
| 4 | MSFT | MICROSOFT CORP | 59K | $22M | 3.2% | −37% |
| 5 | VRT | VERTIV HOLDINGS CO | 78K | $20M | 2.9% | −51% |
| 6 | AMAT | APPLIED MATLS INC | 55K | $19M | 2.8% | −37% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 28K | $18M | 2.7% | −49% |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | 328K | $18M | 2.6% | −47% |
| 9 | DIA | STATE STR SPDR DOW JONES IND | 36K | $17M | 2.5% | −50% |
| 10 | JPM | JPMORGAN CHASE & CO | 52K | $15M | 2.3% | −41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMITHBRIDGE SIGNAL
AC read
SMITHBRIDGE ASSET MANAGEMENT INC/DE is a Other fund managing $688 million in assets. The fund runs a portfolio of 150 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed