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Portfolio (Quarterly) Guide ↗

Stonebridge Financial Group, LLC/CA

· CIK 0002142299
13F Portfolio $722M AUM 310 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 310 New
Page 10 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXXONMOBIL HOLDINGS CORP COM SHS 3,266.0 $446K 0.06% NEW $136.56
182 AMAT APPLIED MATLS INC COM Technology 614.0 $443K 0.06% NEW $721.50 -29.9%
183 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 3,535.0 $439K 0.06% NEW $124.19 +40.1%
184 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 874.0 $438K 0.06% NEW $501.14 +17.0%
185 LIT GLOBAL X LITHIUM and BATTERY TECH 5,538.0 $435K 0.06% NEW $78.55 -5.7%
186 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 9,100.0 $433K 0.06% NEW $47.58 -1.7%
187 DFAC DIM U.S. CORE EQY 2 9,615.0 $426K 0.06% NEW $44.31 +3.3%
188 VV VNGRD MORN LARGE-CAP 1,234.0 $424K 0.06% NEW $343.60 +3.0%
189 CCJ CAMECO CORP COM Energy 4,112.0 $418K 0.06% NEW $101.65 -6.8%
190 AMJB ALERIAN MLP IDX ETNS DUE JANUARY 28, 2044 Financial Services 12,108.0 $417K 0.06% NEW $34.44 +9.7%
191 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 3,166.0 $416K 0.06% NEW $131.40 +4.7%
192 VTV VNGRD MORN VALUE 1,894.0 $412K 0.06% NEW $217.53 +4.1%
193 ETG EATON VANCE TX ADV GLBL DIV FD COM Financial Services 17,355.0 $408K 0.06% NEW $23.51 +2.1%
194 FMB FRST TST MANAGED MUN 7,943.0 $408K 0.06% NEW $51.37 -2.0%
195 EATON VANCE TAX-MANAGED GLOBAL COM 42,195.0 $406K 0.06% NEW $9.62
196 FCX FREEPORT MCMORAN INC CL B Basic Materials 6,433.0 $404K 0.06% NEW $62.80 +4.8%
197 MBB ISHARES MBS 4,228.0 $399K 0.06% NEW $94.37 -1.3%
198 TECK TECK RESOURCES LTD CL B Basic Materials 6,665.0 $396K 0.06% NEW $59.41 +6.3%
199 RMBS RAMBUS INC DEL COM Technology 2,980.0 $395K 0.06% NEW $132.55 -29.7%
200 SU SUNCOR ENERGY INC NEW COM Energy 7,292.0 $391K 0.05% NEW $53.62 +24.9%
Page 10 of 16  ·  310 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 33.8%
Financial Services 28.1%
Communication Services 8.8%
Industrials 7.3%
Consumer Cyclical 6.7%
Consumer Defensive 4.0%
Utilities 2.6%
Basic Materials 2.5%
Healthcare 2.4%
Energy 2.4%