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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPLX MPLX LP Energy 3,704.0 $209K 0.14% $56.34 +5.2%
162 EPD ENTERPRISE PRODS PARTNERS L 5,673.0 $209K 0.14% -984.0 -14.8% $36.76
163 ADI ANALOG DEVICES INC Technology 523.0 $208K 0.14% NEW $397.20 -8.9%
164 SIXF AIM ETF PRODUCTS TRUST 5,987.0 $204K 0.14% NEW $34.07 +3.2%
165 SO SOUTHERN CO Utilities 2,124.0 $203K 0.14% -132.0 -5.8% $95.71 -7.8%
166 DUK DUKE ENERGY CORP NEW Utilities 1,602.0 $203K 0.14% -74.0 -4.4% $126.58 -5.0%
167 SIXP AIM ETF PRODUCTS TRUST 6,000.0 $203K 0.14% NEW $33.75 +2.2%
168 JULW AIM ETF PRODUCTS TRUST 4,900.0 $200K 0.13% NEW $40.82 +1.7%
169 STWD STARWOOD PPTY TR INC Real Estate 12,000.0 $197K 0.13% +2K +19.5% $16.38 -3.5%
170 AUR AURORA INNOVATION INC Technology 13,236.0 $90K 0.06% +1K +12.3% $6.82 -14.5%
171 FIVE9 INC 56,000.0 $50K 0.03% $0.89
Page 9 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%