Fund Holdings

SMITHBRIDGE ASSET MANAGEMENT INC/DE

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD TAX-MANAGED FDS0101,922+101,92206,531,1620.97%+6,531,162
J P MORGAN EXCHANGE TRADED F084,347+84,34704,268,8050.63%+4,268,805
ISHARES TR010,943+10,94307,148,0771.06%+7,148,077
ISHARES TR034,403+34,40303,651,8780.54%+3,651,878
ADVANCED MICRO DEVICES INC(AMD)014,859+14,85903,022,7670.45%+3,022,767
COSTCO WHOLESALE CORPORATION(COST)03,293+3,29303,281,2440.49%+3,281,244
VANGUARD INTL EQUITY INDEX F047,293+47,29302,556,1870.38%+2,556,187
ISHARES TR025,290+25,29002,456,4180.36%+2,456,418
BLACKROCK INC(BLK)02,398+2,39802,306,1810.34%+2,306,181
VANGUARD INDEX FDS08,143+8,14302,132,7570.32%+2,132,757
BOEING CO(BA)010,304+10,30402,050,8050.30%+2,050,805
BERKSHIRE HATHAWAY INC DEL06,012+6,01202,880,9500.43%+2,880,950
VANGUARD INDEX FDS06,533+6,53301,876,1470.28%+1,876,147
LINDE PLC(LIN)03,746+3,74601,857,1170.28%+1,857,117
CORTEVA INC(CTVA)021,782+21,78201,823,3710.27%+1,823,371
VANGUARD BD INDEX FDS023,987+23,98701,766,4030.26%+1,766,403
SPDR GOLD TR(GLD)03,700+3,70001,592,0730.24%+1,592,073
DEERE & CO(DE)06,225+6,22503,506,2860.52%+3,506,286
CITIGROUP INC(C)016,057+16,05701,820,9800.27%+1,820,980
ZOETIS INC(ZTS)013,059+13,05901,543,7040.23%+1,543,704
SELECT SECTOR SPDR TR011,218+11,21801,490,8720.22%+1,490,872
MCDONALDS CORP(MCD)04,489+4,48901,395,1360.21%+1,395,136
CISCO SYS INC(CSCO)023,072+23,07201,790,1560.27%+1,790,156
VANGUARD INDEX FDS02,207+2,20701,318,6090.20%+1,318,609
VANGUARD BD INDEX FDS015,550+15,55001,219,2760.18%+1,219,276
UNION PAC CORP(UNP)04,478+4,47801,086,4520.16%+1,086,452
VANGUARD MUN BD FDS019,145+19,1450955,1440.14%+955,144
EMERSON ELEC CO(EMR)013,766+13,76601,803,6210.27%+1,803,621
GLOBAL X FDS031,700+31,7000583,2800.09%+583,280
EXXON MOBIL CORP(XOM)06,615+6,61501,122,2520.17%+1,122,252
LIFESTANCE HEALTH GROUP INC(LFST)084,542+84,5420538,5330.08%+538,533
DEVON ENERGY CORP NEW(DVN)010,285+10,2850517,5410.08%+517,541
MERCK & CO INC(MRK)010,518+10,51801,265,2100.19%+1,265,210
BLACKROCK ETF TRUST II08,053+8,0530386,3830.06%+386,383
BECTON DICKINSON & CO(BDX)02,339+2,3390367,7610.05%+367,761
VANGUARD INDEX FDS03,756+3,7560333,1770.05%+333,177
INTERNATIONAL BUSINESS MACHS(IBM)01,213+1,2130294,0190.04%+294,019
TORONTO DOMINION BK ONT(TD)03,148+3,1480293,7400.04%+293,740
COHERENT CORP(COHR)01,175+1,1750279,8970.04%+279,897
STATE STR SPDR S&P MIDCAP 40(MDY)0435+4350268,2910.04%+268,291
NUVEEN PFD & INCOME OPPORTUN(JPC)032,062+32,0620241,7470.04%+241,747
CSX CORP(CSX)013,427+13,4270551,1700.08%+551,170
SELECT SECTOR SPDR TR08,056+8,0560397,7250.06%+397,725
THE REAL BROKERAGE INC000000
ODYSSEY MARINE EXPL INC000000
ISHARES TR03,084+3,08401,315,0180.20%+1,315,018
SEI INVTS CO(SEIC)026,201+26,20102,055,9920.30%+2,055,992
FIRST TR EXCHANGE-TRADED FD02,503+2,5030205,4600.03%+205,460
CORNING INC(GLW)03,800+3,8000516,6860.08%+516,686
J P MORGAN EXCHANGE TRADED F07,409+7,4090377,7110.06%+377,711
TARGET CORP(TGT)02,204+2,2040267,1250.04%+267,125
CONOCOPHILLIPS(COP)03,208+3,2080423,4560.06%+423,456
NIKE INC(NKE)08,914+8,9140470,8370.07%+470,837
TELUS CORPORATION(TU)000000
HOME DEPOT INC(HD)0733+7330241,0760.04%+241,076
MCCORMICK & CO INC(MKC)000000
BROADCOM INC(AVGO)000000
AMGEN INC(AMGN)0700+7000246,2950.04%+246,295
SELECT SECTOR SPDR TR000000
SCHWAB STRATEGIC TR000000
CENTERPOINT ENERGY INC000000
WELLS FARGO CO NEW(WFC)000000
SPDR SERIES TRUST000000
TESLA INC(TSLA)000000
WISDOMTREE TR(WT)03,888+3,8880225,6930.03%+225,693
SHORE BANCSHARES INC014,025+14,0250261,9870.04%+261,987
INVESCO EXCHANGE TRADED FD T000000
ISHARES TR000000
ISHARES TR01,924+1,9240212,3330.03%+212,333
CONSTELLATION ENERGY COM(CEG)000000
SHELL PLC(SHEL)000000
META PLATFORMS INC(META)000000
MAGNUM ICE CREAM CO NV(MICC)000000
KROGER CO(KR)04,529+4,5290327,7180.05%+327,718
SLR INVESTMENT CORP000000
AMPHENOL CORP02,000+2,0000252,7000.04%+252,700
BANK NOVA SCOTIA HALIFAX000000
ISHARES TR015,000+15,0000295,8000.04%+295,800
JANUS DETROIT STR TR05,008+5,0080244,6910.04%+244,691
ISHARES TR014,700+14,7000299,8640.04%+299,864
ORACLE CORP(ORCL)000000
NORFOLK SOUTHN CORP(NSC)000000
ALPS ETF TR06,000+6,0000315,8400.05%+315,840
TIMOTHY PLAN000000
PHILIP MORRIS INTL INC(PM)000000
DIAMONDBACK ENERGY INC000000
PFIZER INC(PFE)000000
ISHARES TR03,000+3,0000284,8500.04%+284,850
COLUMBIA ETF TR II000000
ENERGY TRANSFER L P(ET)019,679+19,6790379,8140.06%+379,814
FIRST TR EXCHANGE-TRADED FD05,616+5,6160279,7330.04%+279,733
PUBLIC STORAGE OPER CO(PSA)01,089+1,0890294,9880.04%+294,988
EQUINIX INC(EQIX)0534+5340523,4480.08%+523,448
ISHARES TR016,400+16,4000367,8520.05%+367,852
VANGUARD INDEX FDS01,222+1,2220369,3500.05%+369,350
AVERY DENNISON CORP01,718+1,7180296,6640.04%+296,664
ISHARES TR02,400+2,4000341,8320.05%+341,832
ISHARES TR01,131+1,1310354,9190.05%+354,919
NETAPP INC(NTAP)02,870+2,8700293,8590.04%+293,859
PAYCHEX INC(PAYX)000000
Page 1 of 3