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| Happy Holidays!! thanks for using AUM13F!! |
| Smithbridge Asset Management Inc
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| CRD # | 106261 |
| SEC # | 801-53667 |
| CIK # | 0001103245 |
| AUM | $665.8 M (2025-03-26) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 610-361-9141 |
| Address | 116 Commons Court Chadds Ford, PA 19317 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.3 | ||
| Microsoft Corp | 30.1 | ||
| Nvidia Corp | 21.6 | ||
| Amazon Com Inc | 17.0 | ||
| GS Acquisition Holdings Corp | 16.0 | ||
| Apollo Global Management Inc | 14.0 | ||
| J P Morgan Chase & Co | 13.4 | ||
| Netflix Inc | 12.8 | ||
| Alphabet Inc | 11.2 | ||
| United Rentals Inc /DE | 10.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 133.5 |
| (b) Individuals (high net worth individuals) | 129 | 461.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 29.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.2 |
| (g) Pension and profit sharing plans | 0 | 15.3 |
| (h) Charitable organizations | 5 | 24.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 665.8 |
| By Discretionary | ||
| Discretionary | 1,045 | 650.0 |
| Non-Discretionary | 16 | 15.8 |
| Total | 1,061 | 665.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 664.9 | |
| Total | 1,061 | 665.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001103245] |
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|---|---|---|
|
Perennial Advisors LLC
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NY | 0.7 |
|
Gitterman Wealth Management LLC
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|
NJ | 0.7 |
|
Carderock Capital Management Inc
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MD | 0.7 |
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EagleClaw Capital Management LLC
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MA | 0.7 |
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Seamount Financial Group Inc
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CO | 0.7 |
|
Parker Investment Management LLC
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0.7 | |
|
Duncker Streett & Co LLC
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MO | 0.7 |
|
Windsor Capital Management LLC
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|
AZ | 0.7 |
|
Opes Wealth Management LLC
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|
CA | 0.7 |
|
Diligent Investors LLC
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|
CA | 0.7 |