Long-term investor

Smithbridge Asset Management Inc. @smithbridgeassetmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001103245).

Record

  • Tracked since 2025-06-30 (448 days), 131 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +16.2% · all +16.2%
  • Max drawdown n/a · win rate 11% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 5.0% · long · since 2025-06-30
  • AAPL · 4.9% · long · since 2025-06-30
  • NVDA · 3.6% · long · since 2025-06-30
  • VRT · 3.4% · long · since 2025-06-30
  • 922020748 · 3.2% · long · since 2025-09-30
  • MSFT · 2.9% · long · since 2025-06-30
  • 78462F103 · 2.8% · long · since 2025-06-30
  • 808524300 · 2.6% · long · since 2025-06-30
  • DIA · 2.6% · long · since 2025-06-30
  • 46654Q716 · 2.5% · long · since 2025-09-30
  • 02079K107 · 2.3% · long · since 2025-06-30
  • JPM · 2.2% · long · since 2025-06-30

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