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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 4 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 25,531.0 $5.6M 0.43% NEW $220.49 -2.0%
62 GLD SPDR GOLD TR Financial Services 15,165.0 $5.6M 0.42% NEW $368.38 +14.9%
63 LHX L3HARRIS TECHNOLOGIES INC Industrials 19,095.0 $5.5M 0.42% NEW $290.59 -8.2%
64 KO COCA COLA CO Consumer Defensive 67,922.0 $5.5M 0.42% NEW $81.27 +12.1%
65 MCD MCDONALDS CORP Consumer Cyclical 20,246.0 $5.5M 0.41% NEW $270.31 +0.2%
66 MA MASTERCARD INCORPORATED Financial Services 10,637.0 $5.5M 0.41% NEW $513.60 +13.1%
67 VTI VANGUARD INDEX FDS 14,714.0 $5.4M 0.41% NEW $370.05 +2.2%
68 RF REGIONS FINANCIAL CORP NEW Financial Services 173,403.0 $5.2M 0.40% NEW $30.20 +0.7%
69 VIG VANGUARD SPECIALIZED FUNDS 22,082.0 $5.2M 0.40% NEW $236.62 +3.1%
70 AXP AMERICAN EXPRESS CO Financial Services 15,442.0 $5.2M 0.40% NEW $338.26 -0.7%
71 SYK STRYKER CORPORATION Healthcare 16,134.0 $5.1M 0.39% NEW $314.83 +4.6%
72 BLK BLACKROCK INC Financial Services 5,184.0 $5.0M 0.38% NEW $961.48 +20.3%
73 COPX GLOBAL X FDS 64,507.0 $5.0M 0.38% NEW $76.97 +22.9%
74 PAYX PAYCHEX INC Industrials 49,972.0 $4.9M 0.37% NEW $98.33 +26.6%
75 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 16,698.0 $4.9M 0.37% NEW $293.19 +4.1%
76 CBSH COMMERCE BANCSHARES INC Financial Services 81,288.0 $4.7M 0.36% NEW $57.75 +1.1%
77 ABT ABBOTT LABORATORIES Healthcare 49,984.0 $4.5M 0.34% NEW $90.74 +28.5%
78 XLV SELECT SECTOR SPDR TR 28,355.0 $4.5M 0.34% NEW $158.66 +10.1%
79 MPC MARATHON PETE CORP Energy 17,174.0 $4.4M 0.33% NEW $255.67 +41.1%
80 MDT MEDTRONIC PLC Healthcare 54,010.0 $4.2M 0.32% NEW $78.23 +19.3%
Page 4 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%