Instuitional Investor - Smithbridge Asset Management Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	51,018	$36,886,014	5.03%
2.	Apple Inc.	AAPL	125,188	$36,224,261	4.93%
3.	Nvidia Corp	NVDA	131,496	$26,311,035	3.58%
4.	Vertiv Holdings Co	VRT	73,993	$24,774,336	3.38%
5.	Vanguard Malvern Fds - CORE BD ETF		300,432	$23,203,175	3.16%