SMITHBRIDGE ASSET MANAGEMENT INC/DE
•CIK: 1103245•Filing: Q4 2025
**SMITHBRIDGE ASSET MANAGEMENT INC/DE** manages $1.2B across a diversified portfolio of 184 positions. The fund exhibits significant concentration in mega-cap technology and financial sectors, notably holding AAPL at $60.7M and MSFT at $45.1M. Further notable allocations include VCRB ($41.3M), NVDA ($39.9M), and SPY ($37.0M). This structure suggests a core strategy focused on established growth leaders and broad market exposure.
Total AUM
$1.2B
QoQ Performance
+70.1%
Positions
145
Top 10 Concentration
32.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.2%
MSFT3.9%
VCRB3.5%
NVDA3.4%
SPY3.2%
DON3.0%
JBND2.9%
SCHG2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.7%
Technology19.4%
Healthcare6.9%
Financial4.9%
Industrial4.3%
ETF3.4%
Consumer2.9%
Materials1.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW39 new positions
↑129 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022