Holdings
Smithbridge Asset Management Inc
As of Jun 30, 2026, Smithbridge Asset Management Inc reported 106 positions worth US$458M. Largest: Applied Materials, Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 51,018 | US$36.9M | −3,847 | Jun 30, 2026 |
| Apple Inc | 125K | US$36.2M | −5,541 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 81,677 | US$29.2M | −4,312 | Jun 30, 2026 |
| Nvidia Corporation | 131K | US$26.3M | −3,236 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 73,993 | US$24.8M | −3,882 | Jun 30, 2026 |
| Microsoft Corp. | 56,388 | US$21M | −2,611 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 50,316 | US$16.5M | −1,750 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,228 | US$15.3M | −3,918 | Jun 30, 2026 |
| Rtx Corporation | 67,950 | US$12.9M | −2,252 | Jun 30, 2026 |
| Johnson & Johnson | 43,597 | US$11.1M | −356 | Jun 30, 2026 |