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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISRG INTUITIVE SURGICAL INC Healthcare 879.0 $350K 0.23% $397.68 -6.3%
102 LOW LOWES COS INC Consumer Cyclical 1,577.0 $348K 0.23% -40.0 -2.5% $220.56 -5.7%
103 IWN ISHARES TR 1,572.0 $348K 0.23% $221.14 +0.9%
104 IJR ISHARES TR 2,289.0 $339K 0.23% $148.31 -1.8%
105 APH AMPHENOL CORP Technology 1,925.0 $339K 0.23% -317.0 -14.1% $176.28 -10.5%
106 DFAT DIMENSIONAL ETF TRUST 4,843.0 $339K 0.23% -25.0 -0.5% $69.90 +1.8%
107 YLD PRINCIPAL EXCHANGE TRADED FD 17,742.0 $339K 0.23% -591.0 -3.2% $19.08 -0.3%
108 LMT LOCKHEED MARTIN CORP Industrials 656.0 $334K 0.22% $509.14 +10.7%
109 BLK BLACKROCK INC Financial Services 347.0 $334K 0.22% -22.0 -6.0% $962.29 +21.0%
110 CGMS CAPITAL GRP FIXED INCM ETF T 12,012.0 $328K 0.22% +794.0 +7.1% $27.33 -0.6%
111 PKW INVESCO EXCHANGE TRADED FD T 2,303.0 $326K 0.22% -18.0 -0.8% $141.65 +7.9%
112 SBUX STARBUCKS CORP Consumer Cyclical 3,153.0 $322K 0.21% +33.0 +1.1% $102.18 +5.5%
113 V VISA INC Financial Services 932.0 $320K 0.21% $343.21 +11.2%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 2,698.0 $315K 0.21% -113.0 -4.0% $116.67 +59.7%
115 GE GE AEROSPACE Industrials 812.0 $304K 0.20% +61.0 +8.1% $373.94 -8.4%
116 MO ALTRIA GROUP INC Consumer Defensive 4,184.0 $301K 0.20% -1K -20.3% $71.95 -4.6%
117 RSG REPUBLIC SVCS INC Industrials 1,384.0 $295K 0.20% NEW $213.04 +4.3%
118 SCHW SCHWAB CHARLES CORP Financial Services 3,140.0 $290K 0.19% $92.27 +19.4%
119 UNH UNITEDHEALTH GROUP INC Healthcare 696.0 $289K 0.19% NEW $415.77 -5.5%
120 FRTY THE ALGER ETF TRUST 11,644.0 $289K 0.19% +2K +16.4% $24.82 -7.9%
Page 6 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%