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Portfolio (Quarterly) Guide ↗

Stonebridge Financial Group, LLC

· CIK 0002009367
13F Portfolio $1.3B AUM 275 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 275 New
Page 14 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VRTX VERTEX PHARMACEUTICALS INC Healthcare 433.0 $215K 0.02% NEW $496.73 +10.3%
262 EEMV ISHARES INC 2,840.0 $214K 0.02% NEW $75.28 -0.8%
263 ET ENERGY TRANSFER L P Energy 11,000.0 $210K 0.02% NEW $19.12 +10.8%
264 INNOVATOR ETFS TRUST 6,511.0 $209K 0.02% NEW $32.14
265 FULT FULTON FINL CORP PA Financial Services 8,611.0 $208K 0.02% NEW $24.19 -2.3%
266 MS MORGAN STANLEY Financial Services 993.0 $208K 0.02% NEW $209.04 +2.5%
267 VLO VALERO ENERGY CORP Energy 788.0 $205K 0.02% NEW $260.44 +34.0%
268 BSCT INVESCO EXCH TRD SLF IDX FD 10,918.0 $203K 0.01% NEW $18.57 -0.1%
269 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 2,818.0 $203K 0.01% NEW $71.86 -0.4%
270 RSP INVESCO EXCHANGE TRADED FD T 951.0 $202K 0.01% NEW $212.73 +4.2%
271 JMBS JANUS DETROIT STR TR 4,461.0 $201K 0.01% NEW $44.99 -1.4%
272 YMAX TIDAL TRUST II 10,000.0 $81K 0.01% NEW $8.08 -5.0%
273 VUZI VUZIX CORP Technology 21,509.0 $62K 0.01% NEW $2.90 +1.4%
274 BTG B2GOLD CORP Basic Materials 10,650.0 $40K 0.00% NEW $3.74 +47.6%
275 NNDM NANO DIMENSION LTD Technology 10,000.0 $14K 0.00% NEW $1.45 +6.2%
Page 14 of 14  ·  275 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
Financial Services 27.9%
Technology 24.4%
Industrials 13.8%
Healthcare 8.2%
Communication Services 5.7%
Consumer Defensive 5.2%
Consumer Cyclical 4.1%
Utilities 4.0%
Basic Materials 2.9%
Energy 2.0%