Smithbridge Asset Management Inc Purchases in Q2 2025

Smithbridge Asset Management Inc

  • $560 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25K
New
$177.93 - $313.14 $4.45M - $7.83M
25K $7.83M
TTWO
Take Two Interactive Software Inc

Communication Services
28.4K
New
$194.58 - $243.05 $5.52M - $6.89M
28.4K $6.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
64.4K
+ 93.68%
$51.16 - $62.02 $3.29M - $3.99M
133K $8.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.4K
+ 91.85%
$90.56 - $109.49 $2.39M - $2.89M
55.2K $6.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
+ 6.79%
$22.27 - $29.21 $646K - $847K
456K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
540
+ 2.0%
$496.48 - $617.85 $268K - $334K
27.5K $17M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
26.6K
+ 17.97%
$45.11 - $52.34 $1.2M - $1.39M
174K $9.13M
GS
Goldman Sachs Group Inc

Financial Services
18
+ 0.21%
$462.22 - $707.75 $8.32K - $12.7K
8.74K $6.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.6K
+ 20.1%
$24.32 - $27.87 $1.47M - $1.69M
362K $9.6M
IEFA
Ishares Tr

ETFs
6.44K
+ 7.04%
$67.83 - $84.09 $436K - $541K
97.9K $8.17M
RTX
Raytheon Technologies Corp

Industrials
122
+ 0.19%
$113.75 - $148.48 $13.9K - $18.1K
66K $9.64M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
329
+ 0.92%
$376.48 - $440.65 $124K - $145K
36K $15.9M
HON
Honeywell International Inc

Industrials
233
+ 0.81%
$182.86 - $232.88 $42.6K - $54.3K
29.1K $6.78M
NVS
Novartis Ag

Healthcare
535
+ 1.11%
$101.96 - $121.01 $54.5K - $64.7K
48.5K $5.87M
SYK
Stryker Corp

Healthcare
140
+ 0.79%
$337.37 - $395.63 $47.2K - $55.4K
17.9K $7.09M
ECL
Ecolab Inc.

Basic Materials
186
+ 0.94%
$225.65 - $270.95 $42K - $50.4K
20K $5.39M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.04K
+ 3.17%
$50.08 - $63.14 $52.2K - $65.9K
34K $2.15M
LMT
Lockheed Martin Corp

Industrials
167
+ 1.38%
$430.82 - $486.45 $71.9K - $81.2K
12.3K $5.67M
TROW
Price T Rowe Group Inc

Financial Services
523
+ 1.41%
$80.27 - $98.06 $42K - $51.3K
37.6K $3.63M
ABT
Abbott Laboratories

Healthcare
565
+ 1.4%
$123.95 - $138.08 $70K - $78K
40.9K $5.56M
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
New
$162.76 - $195.77 $168K - $202K
1.03K $200K
NVO
Novo Nordisk A S

Healthcare
3.1K
+ 3.5%
$58.08 - $81.05 $180K - $251K
91.6K $6.32M
EW
Edwards Lifesciences Corp

Healthcare
989
+ 6.93%
$67.07 - $78.22 $66.3K - $77.4K
15.3K $1.19M
UL
Unilever PLC

Consumer Defensive
704
+ 1.11%
$57.9 - $65.43 $40.8K - $46.1K
64.2K $3.93M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.03%
$119.13 - $135.03 $2.38K - $2.7K
71.2K $8.79M
IEMG
Ishares Inc

ETFs
1.23K
+ 3.65%
N/A
34.9K $1.87M
FISV
Fiserv Inc

Technology
471
+ 0.96%
N/A
49.6K $6.21M
MDT
Medtronic PLC

Healthcare
2.14K
+ 3.55%
$80.68 - $88.86 $173K - $190K
62.4K $5.44M
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.05%
$137.62 - $174.44 $138 - $174
1.99K $325K
V
Visa Inc.

Financial Services
2
+ 0.13%
$308.27 - $373.31 $617 - $747
1.51K $536K
ET
Energy Transfer LP

Energy
819
+ 4.37%
$15.65 - $18.93 $12.8K - $15.5K
19.6K $354K
Labcorp Holdings Inc
424
+ 3.3%
N/A
13.3K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.3K
+ 1400.0%
$87.84 - $1441.89 $553K - $9.08M
6.75K $608K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 1.32%
$483.48 - $539.8 $6.77K - $7.56K
1.07K $521K
SLB
Schlumberger Limited

Energy
1.97K
+ 6.84%
$31.95 - $42.2 $62.9K - $83.1K
30.7K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
657
+ 2.15%
$157.66 - $172.39 $104K - $113K
31.2K $4.96M
ACN
Accenture PLC

Technology
328
+ 1.28%
$279.23 - $323.21 $91.6K - $106K
25.9K $7.74M
JNJ
Johnson & Johnson

Healthcare
686
+ 1.66%
$146.36 - $159.82 $100K - $110K
42K $6.41M
PEP
Pepsico Inc

Consumer Defensive
216
+ 0.83%
$128.02 - $151.37 $27.7K - $32.7K
26.2K $3.46M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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