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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 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,492.0 $622K 0.41% +3K +2412.2% $178.24 +15.4%
62 TJX TJX COS INC NEW Consumer Cyclical 4,102.0 $621K 0.41% -29.0 -0.7% $151.49 -10.8%
63 WFC WELLS FARGO & CO Financial Services 7,513.0 $621K 0.41% -827.0 -9.9% $82.64 +4.9%
64 PSC PRINCIPAL EXCHANGE TRADED FD 8,715.0 $611K 0.41% -2K -16.9% $70.12 -1.1%
65 ICVT ISHARES TR 4,856.0 $591K 0.39% +382.0 +8.5% $121.73 -6.1%
66 UBND VICTORY PORTFOLIOS II 26,912.0 $585K 0.39% +3K +11.4% $21.73 -1.5%
67 XMMO INVESCO EXCHANGE TRADED FD T 3,298.0 $561K 0.37% $170.12 -10.0%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 592.0 $554K 0.37% +13.0 +2.2% $936.16 +1.0%
69 IWS ISHARES TR 3,362.0 $553K 0.37% $164.62 +3.7%
70 WWD WOODWARD INC Industrials 1,250.0 $532K 0.35% -11.0 -0.9% $425.45 -19.7%
71 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,430.0 $522K 0.35% $96.12 -51.2%
72 QCOM QUALCOMM INC Technology 2,802.0 $518K 0.34% +57.0 +2.1% $184.77 -11.1%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 1,816.0 $511K 0.34% +20.0 +1.1% $281.26 -16.2%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 2,795.0 $506K 0.34% -213.0 -7.1% $180.92 +6.1%
75 SHOP SHOPIFY INC Technology 4,389.0 $501K 0.33% -34.0 -0.8% $114.18 +33.9%
76 IJJ ISHARES TR 3,387.0 $500K 0.33% $147.71 -0.2%
77 TTAN SERVICETITAN INC Technology 6,972.0 $493K 0.33% $70.71 +41.2%
78 FEBW AIM ETF PRODUCTS TRUST 13,571.0 $482K 0.32% $35.54 +1.9%
79 IJT ISHARES TR 2,685.0 $480K 0.32% $178.59 -4.2%
80 XOM EXXON MOBIL CORP Energy 3,497.0 $478K 0.32% -245.0 -6.5% $136.72 +14.6%
Page 4 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%