Fund Holdings — SMITHBRIDGE ASSET MANAGEMENT INC/DE

Total Portfolio Value
$674.20M
Total Bought
$59.50M
Total Sold
$555.84M
Net Transaction
-$496.33M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD TAX-MANAGED FDS27,516101,922+74,4061,7196,5310.97%+4,812
ISHARES TR4,46810,943+6,4753,0607,1481.06%+4,088
ISHARES TR034,403+34,40303,6520.54%+3,652
ADVANCED MICRO DEVICES INC(AMD)014,859+14,85903,0230.45%+3,023
COSTCO WHOLESALE CORPORATION(COST)6263,293+2,6675403,2810.49%+2,741
VANGUARD INTL EQUITY INDEX F047,293+47,29302,5560.38%+2,556
ISHARES TR025,290+25,29002,4560.36%+2,456
BLACKROCK INC(BLK)02,398+2,39802,3060.34%+2,306
VANGUARD INDEX FDS08,143+8,14302,1330.32%+2,133
BOEING CO(BA)010,304+10,30402,0510.30%+2,051
BERKSHIRE HATHAWAY INC DEL1,8406,012+4,1729252,8810.43%+1,956
VANGUARD INDEX FDS06,533+6,53301,8760.28%+1,876
LINDE PLC(LIN)03,746+3,74601,8570.28%+1,857
CORTEVA INC(CTVA)021,782+21,78201,8230.27%+1,823
VANGUARD BD INDEX FDS023,987+23,98701,7660.26%+1,766
SPDR GOLD TR(GLD)03,700+3,70001,5920.24%+1,592
DEERE & CO(DE)4,1556,225+2,0701,9343,5060.52%+1,572
CITIGROUP INC(C)2,25316,057+13,8042631,8210.27%+1,558
ZOETIS INC(ZTS)013,059+13,05901,5440.23%+1,544
SELECT SECTOR SPDR TR
ST STR TECHN ETF
011,218+11,21801,4910.22%+1,491
MCDONALDS CORP(MCD)04,489+4,48901,3950.21%+1,395
CISCO SYS INC(CSCO)5,32423,072+17,7484101,7900.27%+1,380
VANGUARD INDEX FDS02,207+2,20701,3190.20%+1,319
VANGUARD BD INDEX FDS015,550+15,55001,2190.18%+1,219
UNION PAC CORP(UNP)04,478+4,47801,0860.16%+1,086
VANGUARD MUN BD FDS019,145+19,14509550.14%+955
EMERSON ELEC CO(EMR)6,80013,766+6,9669021,8040.27%+901
GLOBAL X FDS
US PFD ETF
031,700+31,70005830.09%+583
EXXON MOBIL CORP4,6016,615+2,0145541,1220.17%+569
MERCK & CO INC(MRK)8,11410,518+2,4048541,2650.19%+411
BLACKROCK ETF TRUST II08,053+8,05303860.06%+386
BECTON DICKINSON & CO(BDX)02,339+2,33903680.05%+368
VANGUARD INDEX FDS03,756+3,75603330.05%+333
INTERNATIONAL BUSINESS MACHS(IBM)01,213+1,21302940.04%+294
TORONTO DOMINION BK ONT(TD)03,148+3,14802940.04%+294
COHERENT CORP(COHR)01,175+1,17502800.04%+280
STATE STR SPDR S&P MIDCAP 40(MDY)0435+43502680.04%+268
NUVEEN PFD & INCOME OPPORTUN(JPC)032,062+32,06202420.04%+242
CSX CORP(CSX)8,85413,427+4,5733215510.08%+230
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,8748,056+1,1823763980.06%+21
THE REAL BROKERAGE INC(REAX)14,0000-14,000510—-51
ODYSSEY MARINE EXPL INC(OMEX)36,0100-36,010710—-71
ISHARES TR3,0143,084+701,4271,3150.20%-112
SEI INVTS CO(SEIC)26,60126,201-4002,1822,0560.30%-126
FIRST TR EXCHANGE-TRADED FD
COM SHS ANNUAL
4,2862,503-1,7833412050.03%-136
CORNING INC(GLW)7,6003,800-3,8006655170.08%-149
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
10,4647,409-3,0555333780.06%-155
TARGET CORP(TGT)4,4082,204-2,2044312670.04%-164
CONOCOPHILLIPS(COP)6,4163,208-3,2086014230.06%-177
NIKE INC(NKE)10,2288,914-1,3146524710.07%-181
TELUS CORPORATION(TU)14,4000-14,4001900—-190
HOME DEPOT INC(HD)1,288733-5554432410.04%-202
MCCORMICK & CO INC(MKC)3,0000-3,0002040—-204
BROADCOM INC(AVGO)5920-5922050—-205
AMGEN INC(AMGN)1,400700-7004582460.04%-212
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,8000-1,8002150—-215
SCHWAB STRATEGIC TR6,8480-6,8482240—-224
CENTERPOINT ENERGY INC5,9000-5,9002260—-226
WELLS FARGO CO NEW(WFC)2,4500-2,4502280—-228
SPDR SERIES TRUST
ST STR P400MID
3,9900-3,9902310—-231
TESLA INC(TSLA)5160-5162320—-232
WISDOMTREE TR(WT)8,0583,888-4,1704592260.03%-233
SHORE BANCSHARES INC(SHBI)28,05014,025-14,0254962620.04%-234
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,5900-1,5902490—-249
ISHARES TR
MRNGSTR INC ETF
12,0000-12,0002570—-257
ISHARES TR4,2911,924-2,3674722120.03%-259
CONSTELLATION ENERGY COM(CEG)7500-7502650—-265
SHELL PLC(SHEL)3,6280-3,6282670—-267
META PLATFORMS INC(META)4040-4042670—-267
DEVON ENERGY CORP NEW(DVN)21,50310,285-11,2187885180.08%-270
MAGNUM ICE CREAM CO NV(MICC)17,1520-17,1522720—-272
KROGER CO(KR)9,6644,529-5,1356043280.05%-276
SLR INVESTMENT CORP(SLRC)18,0000-18,0002780—-278
AMPHENOL CORP4,0002,000-2,0005412530.04%-288
BANK NOVA SCOTIA HALIFAX4,0000-4,0002950—-295
JANUS DETROIT STR TR
HENDRSN SHRT ETF
11,0965,008-6,0885452450.04%-301
ORACLE CORP(ORCL)1,5980-1,5983110—-311
NORFOLK SOUTHN CORP(NSC)1,0950-1,0953160—-316
ALPS ETF TR
ALERIAN MLP
13,4586,000-7,4586333160.05%-317
TIMOTHY PLAN7,0360-7,0363200—-320
PHILIP MORRIS INTL INC(PM)2,0000-2,0003210—-321
DIAMONDBACK ENERGY INC2,2000-2,2003310—-331
PFIZER INC(PFE)13,5640-13,5643380—-338
ISHARES TR6,6483,000-3,6486332850.04%-348
COLUMBIA ETF TR II
EM CORE EX ETF
9,1450-9,1453510—-351
ENERGY TRANSFER L P(ET)44,47019,679-24,7917333800.06%-353
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
12,6975,616-7,0816352800.04%-355
PUBLIC STORAGE OPER CO(PSA)2,5081,089-1,4196512950.04%-356
EQUINIX INC(EQIX)1,148534-6148805230.08%-356
VANGUARD INDEX FDS2,4461,222-1,2247393690.05%-370
AVERY DENNISON CORP3,6751,718-1,9576682970.04%-372
ISHARES TR4,8002,400-2,4007143420.05%-372
ISHARES TR2,2571,131-1,1267293550.05%-374
NETAPP INC(NTAP)6,2862,870-3,4166732940.04%-379
PAYCHEX INC(PAYX)3,4000-3,4003810—-381
MORGAN STANLEY(MS)2,1600-2,1603830—-383
WILLIAMS SONOMA INC(WSM)4,1591,943-2,2167433540.05%-389
CATERPILLAR INC(CAT)1,847938-9091,0586640.10%-394
ISHARES TR36,80018,400-18,4008084020.06%-406
ISHARES TR36,80018,000-18,8008084010.06%-406
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SMITHBRIDGE ASSET MANAGEMENT INC/DE — 13F Holdings — Q1 2026 | TickerTrail