SMITHBRIDGE ASSET MANAGEMENT INC/DE
RIA/Wealth
SMITHBRIDGE ASSET MANAGEMENT INC/DE is a RIA/Wealth based in Chadds Ford, PA led by Jonathan Frederic Kolle, managing $686.1M across 149 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).
PresidentJonathan Frederic Kolle
- Portfolio Value
- $686.1M
- Positions
- 149
- Top Holding
- AAPL at 5.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio (31.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $39.5M | 5.75% | -$668.9K Sold | 0.00% 155.0K shares | |
Software - Infrastructure Technology | $30.9M | 4.51% | -$437.7K Sold | 0.00% 59.7K shares | |
Semiconductors Technology | $25.0M | 3.65% | -$539.2K Sold | 0.00% 134.1K shares | |
Electrical Equipment & Parts Industrials | $18.5M | 2.69% | -$297.9K Sold | 0.03% 122.5K shares | |
ETF ETF | $18.4M | 2.68% | +$18.4M New | — 234.5K shares | |
Software - Application Technology | $18.2M | 2.66% | -$359.3K Sold | 0.01% 25.4K shares | |
ETF ETF | $18.2M | 2.66% | -$89.9K Sold | — 27.3K shares | |
ETF ETF | $16.8M | 2.44% | +$46.8K Bought | — 36.2K shares | |
Specialty Retail Consumer Cyclical | $16.7M | 2.44% | -$302.1K Sold | 0.00% 76.2K shares | |
ETF ETF | $15.5M | 2.25% | +$15.5M New | — 285.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SMITHBRIDGE ASSET MANAGEMENT INC/DE's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SMITHBRIDGE ASSET MANAGEMENT INC/DE
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