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