Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SMITHBRIDGE ASSET MANAGEMENT INC/DE (CIK 1103245) reported $674.2M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($33.2M, 4.92%), NVDA ($23.5M, 3.49%), VCRB ($22.1M, 3.28%), MSFT ($21.8M, 3.24%), VRT ($19.5M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $33.2M | 4.92% | 130,729 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $23.5M | 3.49% | 134,732 | Trimmed |
| 3 | VCRB | VANGUARD MALVERN FDS | $22.1M | 3.28% | 285,481 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $21.8M | 3.24% | 58,999 | Trimmed |
| 5 | VRT | VERTIV HOLDINGS CO | $19.5M | 2.89% | 77,875 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $18.8M | 2.78% | 54,865 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $18.0M | 2.67% | 27,669 | Trimmed |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | $17.6M | 2.62% | 328,037 | Trimmed |
| 9 | DIA | STATE STR SPDR DOW JONES IND | $16.7M | 2.48% | 36,146 | Trimmed |
| 10 | SCHG | SCHWAB STRATEGIC TR | $15.3M | 2.27% | 525,036 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $15.3M | 2.27% | 52,066 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $14.2M | 2.11% | 68,146 | Trimmed |
| 13 | GOOG | ALPHABET INC | $13.7M | 2.03% | 47,608 | Trimmed |
| 14 | RTX | RTX CORPORATION | $13.5M | 2.01% | 70,202 | Trimmed |
| 15 | SCHD | SCHWAB STRATEGIC TR | $13.1M | 1.94% | 426,520 | Trimmed |
| 16 | SPYV | SPDR SERIES TRUST | $11.8M | 1.75% | 208,899 | Trimmed |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.6M | 1.72% | 246,469 | Trimmed |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | $11.1M | 1.65% | 146,817 | Trimmed |
| 19 | TJX | TJX COS INC NEW | $11.1M | 1.64% | 69,277 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $11.1M | 1.64% | 38,497 | Trimmed |
| 21 | IJH | ISHARES TR | $10.8M | 1.61% | 160,299 | Trimmed |
| 22 | IEFA | ISHARES TR | $10.8M | 1.60% | 118,788 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $10.7M | 1.59% | 43,953 | Trimmed |
| 24 | GS | GOLDMAN SACHS GROUP INC | $9.7M | 1.44% | 11,492 | Trimmed |
| 25 | IJR | ISHARES TR | $8.5M | 1.26% | 68,127 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31