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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 2 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 2,978.0 $1.7M 1.15% +51.0 +1.7% $580.91 -19.9%
22 AMZN AMAZON COM INC Consumer Cyclical 7,221.0 $1.7M 1.14% +1K +16.1% $238.34 +11.8%
23 LLY ELI LILLY & CO Healthcare 1,400.0 $1.7M 1.12% $1199.70 -2.2%
24 GLW CORNING INC Technology 6,309.0 $1.6M 1.07% -227.0 -3.5% $255.45 -41.7%
25 CGGO CAPITAL GROUP GBL GROWTH EQT 38,052.0 $1.6M 1.07% $42.33 -4.5%
26 WMT WALMART INC Consumer Defensive 13,705.0 $1.6M 1.03% +308.0 +2.3% $113.26 -9.0%
27 JAAA JANUS DETROIT STR TR 28,263.0 $1.4M 0.95% +21K +302.3% $50.49 +0.4%
28 SPBU AIM ETF PRODUCTS TRUST 46,589.0 $1.4M 0.94% -548.0 -1.2% $30.24 +2.0%
29 META META PLATFORMS INC Communication Services 2,462.0 $1.4M 0.92% -76.0 -3.0% $563.32 +2.6%
30 IWD ISHARES TR 5,693.0 $1.4M 0.92% $242.43 +6.6%
31 COWZ PACER FDS TR 22,122.0 $1.4M 0.91% $62.20 +16.4%
32 JPM JPMORGAN CHASE & CO Financial Services 3,785.0 $1.2M 0.82% -46.0 -1.2% $327.30 +9.3%
33 CGDV CAPITAL GROUP DIVIDEND VALUE 22,751.0 $1.1M 0.74% $49.28 +2.2%
34 XSMO INVESCO EXCHANGE TRADED FD T 11,351.0 $1.1M 0.71% -797.0 -6.6% $93.63 -10.1%
35 CNEQ THE ALGER ETF TRUST 25,729.0 $1.1M 0.71% +13K +102.0% $41.27 -3.9%
36 JNJ JOHNSON & JOHNSON Healthcare 3,877.0 $985K 0.65% +633.0 +19.5% $253.96 +5.5%
37 PUTNAM ETF TRUST 89,854.0 $894K 0.59% -3K -3.5% $9.95
38 IFLO VICTORY PORTFOLIOS II 26,742.0 $886K 0.59% +12K +75.5% $33.12 +12.3%
39 CMI CUMMINS INC Industrials 1,242.0 $885K 0.59% +9.0 +0.7% $712.93 -20.8%
40 CVX CHEVRON CORPORATION Energy 5,093.0 $844K 0.56% +139.0 +2.8% $165.75 +21.8%
Page 2 of 9  ·  171 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%