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Portfolio (Quarterly) Guide ↗

Stonebridge Capital Advisors LLC

· CIK 0001600035
13F Portfolio $1.4B AUM 211 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 56 Added 96 Reduced 14 Exited
Page 10 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MU MICRON TECHNOLOGY INC COM Technology 804.0 $272K 0.02% +17.0 +2.2% $337.92 +165.1%
182 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 1,946.0 $263K 0.02% NEW $135.23 +0.1%
183 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,000.0 $256K 0.02% $85.23 +5.4%
184 WELL WELLTOWER INC COM Real Estate 1,288.0 $255K 0.02% -102.0 -7.3% $197.71 +9.3%
185 SNA SNAP ON INC COM Industrials 691.0 $251K 0.02% $363.33 +2.4%
186 IVZ INVESCO LTD SHS Financial Services 10,300.0 $250K 0.02% -825.0 -7.4% $24.29 +14.0%
187 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 535.0 $248K 0.02% -50.0 -8.6% $463.19 +9.1%
188 LUV SOUTHWEST AIRLS CO COM Industrials 6,543.0 $246K 0.02% $37.57 +12.5%
189 AWR AMER STATES WTR CO COM Utilities 3,200.0 $242K 0.02% $75.62 +0.8%
190 LOW LOWES COS INC COM Consumer Cyclical 1,015.0 $240K 0.02% +58.0 +6.1% $236.39 -10.3%
191 NSC NORFOLK SOUTHN CORP COM Industrials 836.0 $240K 0.02% $287.00 +11.6%
192 FISV FISERV INC COM Technology 4,155.0 $232K 0.02% $55.80 -0.3%
193 MCI BARINGS CORPORATE INVS COM Financial Services 13,300.0 $229K 0.02% $17.24 +3.4%
194 CVS CVS HEALTH CORP COM Healthcare 3,075.0 $221K 0.01% -179.0 -5.5% $71.82 +26.3%
195 VIS VANGUARD INDUSTRIALS ETF 705.0 $220K 0.01% $312.22 +9.5%
196 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 2,921.0 $217K 0.01% -277.0 -8.7% $74.45 +14.2%
197 FCX FREEPORT MCMORAN INC CL B Basic Materials 3,695.0 $217K 0.01% NEW $58.78 +9.5%
198 MO ALTRIA GROUP INC COM Consumer Defensive 3,244.0 $214K 0.01% NEW $66.00 +9.7%
199 VUG VANGUARD GROWTH ETF 490.0 $214K 0.01% +36.0 +7.9% $436.79 -79.8%
200 IJH ISHARES CORE S&P MID-CAP ETF 3,137.0 $212K 0.01% -1K -31.2% $67.53 +10.5%
Page 10 of 11  ·  211 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 13.6%
Communication Services 11.2%
Healthcare 11.2%
Consumer Cyclical 11.1%
Consumer Defensive 8.0%
Industrials 7.4%
Energy 5.9%
Utilities 2.7%
Basic Materials 1.4%