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Portfolio (Quarterly) Guide ↗

SMITHBRIDGE ASSET MANAGEMENT INC/DE

· CIK 0001103245
13F Portfolio $734M AUM 188 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 188 New
Page 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHBI SHORE BANCSHARES INC Financial Services 14,025.0 $322K 0.04% NEW $22.95 +1.2%
162 AMLP ALPS ETF TR 6,000.0 $311K 0.04% NEW $51.85 +6.0%
163 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 435.0 $306K 0.04% NEW $703.34 -5.2%
164 ISHARES TR 14,700.0 $297K 0.04% NEW $20.19
165 PSA PUBLIC STORAGE Real Estate 931.0 $296K 0.04% NEW $318.31 -6.9%
166 ISHARES TR 15,000.0 $293K 0.04% NEW $19.54
167 TGT TARGET CORP Consumer Defensive 2,150.0 $281K 0.04% NEW $130.61 +21.1%
168 FPE FIRST TR EXCH TRADED FD III 14,972.0 $268K 0.04% NEW $17.88 -2.2%
169 ALL ALLSTATE CORP Financial Services 1,120.0 $266K 0.04% NEW $237.94 +5.0%
170 AVY AVERY DENNISON CORP Industrials 1,626.0 $264K 0.04% NEW $162.35 +3.3%
171 JNK SPDR SERIES TRUST 2,711.0 $261K 0.04% NEW $96.37 -1.9%
172 HD HOME DEPOT INC Consumer Cyclical 733.0 $259K 0.04% NEW $352.68 -14.9%
173 GHYB GOLDMAN SACHS ETF TR 5,762.0 $258K 0.04% NEW $44.86 -1.9%
174 AMGN AMGEN INC Healthcare 700.0 $253K 0.04% NEW $362.12 +6.5%
175 EES WISDOMTREE TR 3,738.0 $253K 0.04% NEW $67.79 -2.8%
176 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 32,000.0 $252K 0.03% NEW $7.88 -9.8%
177 LMBS FIRST TR EXCHANGE-TRADED FD 5,001.0 $249K 0.03% NEW $49.78 -1.3%
178 KR KROGER CO Consumer Defensive 4,230.0 $235K 0.03% NEW $55.53 +8.0%
179 XCEM COLUMBIA ETF TR II 4,408.0 $233K 0.03% NEW $52.88 -2.8%
180 FANG DIAMONDBACK ENERGY INC Energy 1,325.0 $233K 0.03% NEW $175.78 +9.5%
Page 9 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 18.6%
Industrials 15.8%
Healthcare 14.0%
Consumer Cyclical 6.6%
Communication Services 4.0%
Consumer Defensive 2.9%
Basic Materials 2.2%
Energy 1.7%
Real Estate 0.2%