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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGCP CAPITAL GRP FIXED INCM ETF T 10,990.0 $245K 0.16% $22.29 -1.2%
142 HFSI HARTFORD FDS EXCHANGE TRADED 6,952.0 $244K 0.16% +96.0 +1.4% $35.16 -1.1%
143 ET ENERGY TRANSFER L P Energy 12,721.0 $243K 0.16% $19.12 +11.5%
144 MRK MERCK & CO INC Healthcare 1,886.0 $242K 0.16% -89.0 -4.5% $128.51 +15.4%
145 MCK MCKESSON CORP Healthcare 317.0 $240K 0.16% -3.0 -0.9% $755.88 +18.2%
146 KLAC KLA CORP Technology 783.0 $236K 0.16% NEW $301.59 -41.8%
147 MDLZ MONDELEZ INTL INC Consumer Defensive 4,061.0 $235K 0.16% $57.84 +7.8%
148 APRW AIM ETF PRODUCTS TRUST 6,300.0 $234K 0.15% $37.14 +1.5%
149 SPACE EXPLORATION TECHN CORP 1,364.0 $233K 0.15% NEW $170.86
150 FIRST TR EXCHNG TRADED FD VI 8,771.0 $232K 0.15% $26.49
151 AON AON PLC Financial Services 682.0 $226K 0.15% NEW $331.47 +7.2%
152 PEP PEPSICO INC Consumer Defensive 1,665.0 $225K 0.15% -134.0 -7.5% $135.39 +4.2%
153 LIN LINDE PLC Basic Materials 426.0 $221K 0.15% -10.0 -2.3% $519.07 -5.7%
154 CGDG CAPITAL GROUP DIVIDEND GROWE 5,884.0 $221K 0.15% $37.51 +3.1%
155 CI THE CIGNA GROUP Healthcare 796.0 $220K 0.15% -8.0 -1.0% $275.82 +1.1%
156 ETN EATON CORP PLC Industrials 515.0 $219K 0.15% NEW $425.96 -5.4%
157 CB CHUBB LIMITED Financial Services 642.0 $219K 0.14% NEW $340.96 -0.3%
158 TMO THERMO FISHER SCIENTIFIC INC Healthcare 435.0 $218K 0.14% -4.0 -0.9% $501.38 +24.1%
159 CASY CASEYS GEN STORES INC Consumer Cyclical 272.0 $216K 0.14% -28.0 -9.3% $795.68 -5.1%
160 SPGI S&P GLOBAL INC Financial Services 525.0 $214K 0.14% -53.0 -9.2% $407.31 +8.7%
Page 8 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%