Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SMITHBRIDGE ASSET MANAGEMENT INC/DE 01-18-2024 12-31-2023 135 439,169,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $30,362,000 157,700 6.91 6.77 -1,680 -1.05 12-31-2023
MICROSOFT CORP COM 2 $22,097,000 58,763 5.03 4.65 -675 -1.14 12-31-2023
UNITEDHEALTH GROUP INC COM 3 $12,264,000 23,295 2.79 2.94 -227 -0.97 12-31-2023
ACCENTURE PLC IRELAND SHS CLASS A 4 $11,076,000 31,565 2.52 2.43 -387 -1.21 12-31-2023
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