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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 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 5,061.0 $2.1M 0.16% NEW $420.60 -13.7%
102 ES EVERSOURCE ENERGY Utilities 28,364.0 $2.0M 0.15% NEW $72.27 -2.9%
103 PG PROCTER & GAMBLE CO Consumer Defensive 13,979.0 $2.0M 0.15% NEW $146.64 -1.3%
104 PM PHILIP MORRIS INTL INC Consumer Defensive 11,134.0 $2.0M 0.15% NEW $180.91 +4.0%
105 CSL CARLISLE COS INC Industrials 5,460.0 $2.0M 0.15% NEW $362.75 +1.4%
106 VT VANGUARD INTL EQUITY INDEX F 12,498.0 $2.0M 0.15% NEW $156.95 +2.4%
107 IEFA ISHARES TR 20,040.0 $1.9M 0.15% NEW $96.58 +4.4%
108 DBMF LITMAN GREGORY FDS TR 60,232.0 $1.8M 0.14% NEW $30.61 +2.5%
109 NWFL NORWOOD FINANCIAL CORP Financial Services 57,261.0 $1.8M 0.14% NEW $32.15 +5.0%
110 VANGUARD MUN BD FDS 23,716.0 $1.8M 0.14% NEW $76.63
111 CAT CATERPILLAR INC Industrials 1,635.0 $1.7M 0.13% NEW $1064.97 -22.3%
112 SHY ISHARES TR 20,245.0 $1.7M 0.13% NEW $82.11 -0.1%
113 IJH ISHARES TR 21,184.0 $1.6M 0.12% NEW $77.11 -0.4%
114 VHT VANGUARD WORLD FD 5,170.0 $1.5M 0.12% NEW $299.01 +9.6%
115 BSV VANGUARD BD INDEX FDS 18,673.0 $1.5M 0.11% NEW $77.91 -0.4%
116 SCHM SCHWAB STRATEGIC TR 38,117.0 $1.4M 0.11% NEW $36.87 -1.9%
117 VYM VANGUARD WHITEHALL FDS 8,641.0 $1.4M 0.10% NEW $158.02 +4.4%
118 CGSD CAPITAL GRP FIXED INCM ETF T 51,026.0 $1.3M 0.10% NEW $25.73 -0.0%
119 STBA S & T BANCORP INC Financial Services 24,656.0 $1.2M 0.09% NEW $49.08 +2.6%
120 LRCX LAM RESEARCH CORP Technology 2,735.0 $1.2M 0.09% NEW $433.35 -27.5%
Page 6 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%