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| Smithbridge Asset Management Inc
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|---|---|
| CRD # | 106261 |
| SEC # | 801-53667 |
| CIK # | 0001103245 |
| AUM | 830.7 M (2026-03-11) |
| Employees | 12 (42% 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) | |
|---|---|---|---|
| Applied Materials Inc /DE | 36.9 | ||
| Apple Inc | 36.2 | ||
| Nvidia Corp | 26.3 | ||
| GS Acquisition Holdings Corp | 24.8 | ||
| Microsoft Corp | 21.0 | ||
| Alphabet Inc | 16.6 | ||
| J P Morgan Chase & Co | 16.5 | ||
| Amazon Com Inc | 15.3 | ||
| United Technologies Corp /DE/ | 12.9 | ||
| Alphabet Inc | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 118.8 |
| (b) Individuals (high net worth individuals) | 161 | 634.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 33.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.8 |
| (g) Pension and profit sharing plans | 3 | 12.9 |
| (h) Charitable organizations | 7 | 30.6 |
| (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 | 1,096 | 830.7 |
| By Discretionary | ||
| Discretionary | 1,084 | 813.7 |
| Non-Discretionary | 12 | 16.9 |
| Total | 1,096 | 830.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 829.8 | |
| Total | 1,096 | 830.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001103245] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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