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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FIX COMFORT SYS USA INC Industrials 395.0 $369K 0.32% NEW $933.34 +96.5%
82 PLD PROLOGIS INC. Real Estate 2,868.0 $366K 0.32% NEW $127.64 +13.3%
83 SNOW SNOWFLAKE INC Technology 1,663.0 $365K 0.32% NEW $219.36 -23.9%
84 CAT CATERPILLAR INC Industrials 629.0 $360K 0.31% NEW $573.03 +51.1%
85 AMGN AMGEN INC Healthcare 1,091.0 $357K 0.31% NEW $327.31 +3.1%
86 UNP UNION PAC CORP Industrials 1,541.0 $357K 0.31% NEW $231.39 +14.9%
87 NSC NORFOLK SOUTHN CORP Industrials 1,234.0 $356K 0.31% NEW $288.81 +7.8%
88 MS MORGAN STANLEY Financial Services 1,974.0 $350K 0.30% NEW $177.51 +13.0%
89 UBND VICTORY PORTFOLIOS II 15,823.0 $348K 0.30% NEW $22.00 -2.0%
90 IJS ISHARES TR 3,029.0 $345K 0.30% NEW $113.73 +12.8%
91 IWP ISHARES TR 2,493.0 $341K 0.29% NEW $136.92 +0.7%
92 APH AMPHENOL CORP NEW Technology 2,498.0 $338K 0.29% NEW $135.14 -7.6%
93 V VISA INC Financial Services 941.0 $330K 0.29% NEW $350.65 -5.7%
94 SCHW SCHWAB CHARLES CORP Financial Services 3,178.0 $318K 0.28% NEW $99.92 -9.8%
95 TCAF T ROWE PRICE ETF INC 8,124.0 $310K 0.27% NEW $38.22 +5.6%
96 CGMS CAPITAL GRP FIXED INCM ETF T 11,218.0 $310K 0.27% NEW $27.62 -0.6%
97 LMT LOCKHEED MARTIN CORP Industrials 640.0 $310K 0.27% NEW $483.97 +8.0%
98 AIM ETF PRODUCTS TRUST 11,138.0 $308K 0.27% NEW $27.69
99 CGBL CAPITAL GROUP CORE BALANCED 8,730.0 $308K 0.27% NEW $35.33 +5.1%
100 IWO ISHARES TR 951.0 $307K 0.27% NEW $323.01 +13.9%
Page 5 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%