Smithbridge Asset Management Inc has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $639 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.5M, Microsoft Corp with a value of $30.9M, Nvidia Corp with a value of $25M, Spdr S&P 500 ETF Trust with a value of $18.2M, and App Lovin Corp with a value of $18.2M.
Examining the 13F form we can see an increase of $78.8M in the current position value, from $560M to 639M.
Below you can find more details about Smithbridge Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$639 Million
Technology: $161 Million
ETFs: $157 Million
Healthcare: $68.3 Million
Financial Services: $65.7 Million
Industrials: $62.7 Million
Communication Services: $46.1 Million
Consumer Cyclical: $40 Million
Consumer Defensive: $15.2 Million
Other: $22.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
