SMITHBRIDGE ASSET MANAGEMENT INC/DE
Position in APO — Apollo Global Management, Inc.
CIK 1103245
Chadds Ford, PA
Position in APO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,607,096
+$374,824 QoQ
Shares Held
64,298
-0.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#264
of 1,165 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $10,446,582 across 5 Asset Management names. APO ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
64,298 | $7,607,096 | |
| 2 | BLK |
BlackRock, Inc.
|
2,138 | $2,055,815 | |
| 3 | TROW |
Price T Rowe Group Inc
|
3,500 | $397,915 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
32,000 | $252,160 | |
| 5 | SLRC |
SLR Investment Corp.
|
10,800 | $133,596 |
All Filings in APO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,607,096 | 64,298 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,232,272 | 64,910 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,334,869 | 133,565 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,990,093 | 97,472 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,996,894 | 98,660 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $13,896,260 | 101,477 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $13,228,468 | 105,904 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,479,905 | 71,821 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,617,718 | 76,636 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,485,607 | 48,134 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,337,562 | 48,324 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||