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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 12 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VST VISTRA CORP COM Utilities 1,937.0 $307K 0.04% NEW $158.49 -7.8%
222 BSX BOSTON SCIENTIFIC CORP COM Healthcare 7,146.0 $304K 0.04% NEW $42.54 +20.9%
223 VDE VNGRD ENERGY 1,987.0 $298K 0.04% NEW $149.97 +17.8%
224 QCOM QUALCOMM INC COM Technology 1,591.0 $294K 0.04% NEW $184.79 -12.2%
225 SNSR GLOBAL X INTERNET OF THINGS 5,845.0 $292K 0.04% NEW $49.96 -1.2%
226 IGM ISHARES EXPANDED TECH SECTR 1,789.0 $292K 0.04% NEW $163.22 +0.7%
227 XLE STATE ST ENERGY SEL SECTR SPDR 5,497.0 $291K 0.04% NEW $52.94 +18.2%
228 IGD VOYA GLBL EQTY DIV and PREM OPP COM Financial Services 46,315.0 $284K 0.04% NEW $6.13 +9.3%
229 MRVL MARVELL TECH INC COM Technology 943.0 $280K 0.04% NEW $296.92 -21.1%
230 CEV EATON VANCE CALIF MUN INCOM TR SH BEN INT Financial Services 26,500.0 $278K 0.04% NEW $10.49 +1.3%
231 DMLP DORCHESTER MINERALS L P COM UNIT Energy 11,001.0 $277K 0.04% NEW $25.18 +11.6%
232 NET CLOUDFLARE INC CL A COM Technology 1,123.0 $275K 0.04% NEW $244.88 +25.4%
233 GE GE AEROSPACE COM NEW Industrials 731.0 $273K 0.04% NEW $373.46 -1.1%
234 AKAM AKAMAI TECHNOLOGIES INC COM Technology 2,270.0 $268K 0.04% NEW $118.06 +4.2%
235 PFE PFIZER INC COM Healthcare 11,147.0 $268K 0.04% NEW $24.04 +11.8%
236 WDFC WD 40 CO COM Basic Materials 1,100.0 $268K 0.04% NEW $243.64 -6.0%
237 MRSH MARSH and MCLENNAN COS INC COM Financial Services 1,599.0 $266K 0.04% NEW $166.35 +10.7%
238 NXT NEXTPOWER INC CLASS A COM Technology 2,239.0 $266K 0.04% NEW $118.80 -16.6%
239 CHW CALAMOS GBL DYN INC COM Financial Services 29,820.0 $265K 0.04% NEW $8.89 -2.2%
240 DFIV DIM INTL VALUE 4,924.0 $265K 0.04% NEW $53.82 +7.9%
Page 12 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%