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Portfolio (Quarterly) Guide ↗

Stonebridge Financial Group, LLC / MO

· CIK 0002109198
13F Portfolio $116M AUM 159 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 159 New
Page 1 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IOO ISHARES TR 48,019.0 $6.1M 5.26% NEW $126.67 +11.9%
2 NVDA NVIDIA CORPORATION Technology 30,021.0 $5.6M 4.85% NEW $186.50 +17.7%
3 AAPL APPLE INC Technology 20,083.0 $5.5M 4.72% NEW $271.86 +12.2%
4 SYFI AB ACTIVE ETFS INC 105,472.0 $3.8M 3.28% NEW $35.93 -0.6%
5 MSFT MICROSOFT CORP Technology 7,614.0 $3.7M 3.19% NEW $483.60 -13.3%
6 VTV VANGUARD INDEX FDS 18,000.0 $3.4M 2.98% NEW $190.99 +9.4%
7 MOAT VANECK ETF TRUST 31,131.0 $3.2M 2.79% NEW $103.56 -2.3%
8 PVAL PUTNAM ETF TRUST 62,209.0 $2.8M 2.45% NEW $45.57 +9.9%
9 GOOGL ALPHABET INC Communication Services 8,335.0 $2.6M 2.26% NEW $312.99 +23.9%
10 IWF ISHARES TR 4,901.0 $2.3M 2.01% NEW $473.28 -73.7%
11 FBCG FIDELITY COVINGTON TRUST 39,378.0 $2.2M 1.87% NEW $54.84 +11.6%
12 GOOG ALPHABET INC Communication Services 6,828.0 $2.1M 1.85% NEW $313.82 +22.2%
13 QQQ INVESCO QQQ TR Financial Services 3,183.0 $2.0M 1.69% NEW $614.26 +16.3%
14 META META PLATFORMS INC Communication Services 2,685.0 $1.8M 1.53% NEW $660.10 -8.0%
15 AVGO BROADCOM INC Technology 5,104.0 $1.8M 1.53% NEW $346.08 +19.8%
16 AEE AMEREN CORP Utilities 16,723.0 $1.7M 1.45% NEW $99.86 +10.0%
17 AMZN AMAZON COM INC Consumer Cyclical 6,869.0 $1.6M 1.37% NEW $230.82 +16.3%
18 LLY ELI LILLY & CO Healthcare 1,397.0 $1.5M 1.30% NEW $1074.80 -3.1%
19 WMT WALMART INC Consumer Defensive 13,319.0 $1.5M 1.28% NEW $111.41 +17.4%
20 CGGO CAPITAL GROUP GBL GROWTH EQT 38,558.0 $1.3M 1.16% NEW $34.65 +14.0%
Page 1 of 8  ·  159 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 37.7%
Financial Services 12.6%
Communication Services 10.6%
Consumer Cyclical 9.0%
Industrials 8.2%
Healthcare 7.2%
Consumer Defensive 6.6%
Utilities 3.8%
Energy 3.2%
Basic Materials 0.7%