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Portfolio (Quarterly) Guide ↗

Stonebridge Financial Group, LLC / MO

· CIK 0002109198
13F Portfolio $151M AUM 171 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 54 Added 54 Reduced 12 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PVAL PUTNAM ETF TRUST 216,877.0 $11.0M 7.34% +137K +170.5% $50.95 +6.6%
2 IOO ISHARES TR 57,950.0 $7.9M 5.26% +3K +5.8% $136.60 +6.0%
3 SYFI AB ACTIVE ETFS INC 101,721.0 $3.6M 2.41% +1K +1.4% $35.72 -0.0%
4 MU MICRON TECHNOLOGY INC Technology 2,889.0 $3.3M 2.22% +45.0 +1.6% $1154.30 -19.2%
5 MSFT MICROSOFT CORP Technology 7,916.0 $3.0M 1.96% +449.0 +6.0% $373.00 +37.7%
6 FBCG FIDELITY COVINGTON TRUST 43,758.0 $2.7M 1.81% +2K +3.7% $62.11 -0.5%
7 QQQ INVESCO QQQ TR Financial Services 3,561.0 $2.6M 1.74% +62.0 +1.8% $736.31 -2.7%
8 GOOG ALPHABET INC 6,876.0 $2.4M 1.61% +78.0 +1.1% $353.33
9 IWF ISHARES TR 19,539.0 $2.4M 1.61% +15K +300.1% $124.17 -1.1%
10 MORGAN STANLEY ETF TRUST 46,205.0 $2.3M 1.53% +40K +682.7% $49.99
11 FAD FIRST TR EXCHANGE-TRADED ALP 10,878.0 $2.2M 1.45% +1K +15.7% $199.98 -7.3%
12 AEE AMEREN CORP Utilities 16,260.0 $1.8M 1.22% +89.0 +0.6% $113.04 -6.1%
13 AVUV AMERICAN CENTY ETF TR 14,320.0 $1.8M 1.19% +2K +14.0% $124.76 +0.6%
14 VFLO VICTORY PORTFOLIOS II 38,038.0 $1.7M 1.16% +4K +11.9% $45.75 +21.7%
15 AMD ADVANCED MICRO DEVICES INC Technology 2,978.0 $1.7M 1.15% +51.0 +1.7% $580.91 -19.9%
16 AMZN AMAZON COM INC Consumer Cyclical 7,221.0 $1.7M 1.14% +1K +16.1% $238.34 +11.8%
17 WMT WALMART INC Consumer Defensive 13,705.0 $1.6M 1.03% +308.0 +2.3% $113.26 -9.0%
18 JAAA JANUS DETROIT STR TR 28,263.0 $1.4M 0.95% +21K +302.3% $50.49 +0.4%
19 CNEQ THE ALGER ETF TRUST 25,729.0 $1.1M 0.71% +13K +102.0% $41.27 -3.9%
20 JNJ JOHNSON & JOHNSON Healthcare 3,877.0 $985K 0.65% +633.0 +19.5% $253.96 +5.5%
Page 1 of 3  ·  54 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 42.7%
Financial Services 11.4%
Industrials 9.7%
Consumer Cyclical 8.4%
Healthcare 7.2%
Communication Services 6.0%
Consumer Defensive 5.6%
Utilities 4.5%
Energy 2.9%
Basic Materials 1.0%