Smithbridge Asset Management Inc/De - Q22026 Holdings

Smithbridge Asset Management Inc/De holds 188 stocks with a total portfolio value of $ 734.03M as of Q22026. In Q22026, Smithbridge Asset Management Inc/De added 9 new positions, increased stakes in 31 stocks, reduced 115 holdings, and fully exited 4 positions. The largest holding is Applied Matls Inc (AMAT), representing 5.03% of the total portfolio.