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Investment manager · 13F filer · SEC CIK 1103245
Smithbridge Asset Management Inc
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Reported value$741Mas of Sep 30, 2026
Positions187 6 new, 7 sold out
Top 10 weight33.3%AAPL alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.7%
NVDANVIDIA Corp
4.2%Added +3%
MSFTMicrosoft Corp
4.0%Added +3%
AMATApplied Materials Inc
3.4%Trimmed −4%
VCRBVanguard Malvern FDS
3.2%Added +7%
SPYSPDR S&P 500 ETF Trust
2.9%
SCHGSchwab Strategic Tr
2.7%
DIASPDR Dow Jones Industrial Average ETF Trust
2.5%Added +2%
JBNDJ P Morgan Exchange Traded F
2.4%Added +4%
VRTVertiv Holdings Co
2.4%Trimmed −2%
JPMJPMorgan Chase & Co
2.3%
AMZNAmazon.com Inc
2.3%Added +4%
AAPLApple Inc.
5.7%
NVDANVIDIA Corp
4.2%Added +3%
MSFTMicrosoft Corp
4.0%+3%
AMATApplied Materials Inc
3.4%−4%
VCRBVanguard Malvern FDS
3.2%+7%
SPYSPDR S&P 500 ETF Trust
2.9%
SCHGSchwab Strategic Tr
2.7%
DIASPDR Dow Jones Industrial Average ETF Trust
2.5%
JBNDJ P Morgan Exchange Traded F
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.7% HeldNVDA NVIDIA Corp 4.2% Added +3%MSFT Microsoft Corp 4.0% Added +3%AMAT Applied Materials Inc 3.4% Trimmed −4%
VCRB Vanguard Malvern FDS 3.2% Added +7%
SPY SPDR S&P 500 ETF Trust 2.9% HeldSCHG Schwab Strategic Tr 2.7% Held
DIA SPDR Dow Jones Industrial Average ETF Trust 2.5% Added +2%JBND J P Morgan Exchange Traded F 2.4% Added +4%
VRT Vertiv Holdings Co 2.4% Trimmed −2%JPM JPMorgan Chase & Co 2.3% HeldAMZN Amazon.com Inc 2.3% Added +4%What changed
Biggest moves since Jun 30, 2026
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