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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 14 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OIH VANECK OIL SERVICES 647.0 $240K 0.03% NEW $370.94 +14.9%
262 IWM ISHARES RUSSELL 2000 796.0 $239K 0.03% NEW $300.25 +1.3%
263 SONY SONY GROUP CORP SPNSD ADR Technology 11,897.0 $238K 0.03% NEW $20.00 +18.3%
264 STRL STERLING INFRASTRUCTURE INC COM Industrials 280.0 $235K 0.03% NEW $839.29 -28.0%
265 WELL WELLTOWER INC COM Real Estate 1,038.0 $235K 0.03% NEW $226.40 +4.0%
266 BOTZ GLOBAL X ROBOTICS and ARTIFICIAL INT 6,175.0 $234K 0.03% NEW $37.89 -0.2%
267 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 465.0 $230K 0.03% NEW $494.62 +4.2%
268 IVE ISHARES SP 500 VALUE 1,012.0 $229K 0.03% NEW $226.28 +4.6%
269 TRGP TARGA RES CORP COM Energy 852.0 $228K 0.03% NEW $267.61 +3.8%
270 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 6,176.0 $227K 0.03% NEW $36.76 +5.1%
271 GILD GILEAD SCIENCES INC COM Healthcare 1,800.0 $227K 0.03% NEW $126.11 +10.2%
272 VICI VICI PPTYS INC COM Real Estate 8,420.0 $226K 0.03% NEW $26.84 -3.2%
273 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,313.0 $224K 0.03% NEW $170.60
274 VONV VNGRD RUSSELL 1000 VALUE 2,088.0 $221K 0.03% NEW $105.84 +6.3%
275 EOG EOG RES INC COM Energy 1,670.0 $216K 0.03% NEW $129.34 +13.0%
276 IVW ISHARES SP 500 GROWTH 1,561.0 $214K 0.03% NEW $137.09 +3.2%
277 REMX VANECK RARE EARTH AND STRATEGIC METALS 2,393.0 $211K 0.03% NEW $88.17 -10.6%
278 CRUS CIRRUS LOGIC INC COM Technology 1,416.0 $210K 0.03% NEW $148.31 -19.2%
279 AGG ISHARES CORE U.S. AGG BND 2,126.0 $210K 0.03% NEW $98.78 -1.5%
280 CIBR FRST TST NASDAQ CYBERSECURITY 2,322.0 $208K 0.03% NEW $89.58 +9.2%
Page 14 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%