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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 5 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYM STATE ST SPDR PORT SP 500 19,202.0 $1.7M 0.23% NEW $87.86 +3.5%
82 CVX CHEVRON CORPORATION COM Energy 9,851.0 $1.6M 0.23% NEW $165.67 +22.4%
83 XLK STATE ST TECH SEL SECTR SPDR 7,605.0 $1.4M 0.20% NEW $190.53 -0.1%
84 ICE INTERCONTINENTAL EXCH INC COM Financial Services 11,617.0 $1.4M 0.20% NEW $123.10 +25.4%
85 SNDK SANDISK CORP COM Technology 620.0 $1.4M 0.20% NEW $2272.58 -21.4%
86 LMT LOCKHEED MARTIN CORP COM Industrials 2,719.0 $1.4M 0.19% NEW $509.38 +16.6%
87 MGV VNGRD MORN MEGA CAP VALUE 8,143.0 $1.3M 0.18% NEW $163.33 +3.1%
88 GDX VANECK GOLD MINERS 17,558.0 $1.3M 0.18% NEW $75.41 +21.8%
89 XLC STATE ST COMM SERVICES SEL SECTR SPDR 12,182.0 $1.3M 0.18% NEW $107.13 +3.5%
90 ORCL ORACLE CORP COM Technology 8,793.0 $1.3M 0.18% NEW $146.48 +0.2%
91 XLF STATE ST FINANCIAL SEL SECTR SPDR 23,462.0 $1.3M 0.17% NEW $53.58 +7.5%
92 ABBV ABBVIE INC COM Healthcare 4,956.0 $1.2M 0.17% NEW $251.61 -0.5%
93 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 3,123.0 $1.2M 0.17% NEW $397.37 -1.8%
94 RGLD ROYAL GOLD INC COM Basic Materials 6,142.0 $1.2M 0.17% NEW $199.61 +18.5%
95 VHT VNGRD HEALTH CARE 4,046.0 $1.2M 0.17% NEW $298.81 +5.2%
96 AMGN AMGEN INC COM Healthcare 3,335.0 $1.2M 0.17% NEW $361.92 +15.9%
97 DRAM ROUNDHILL MEMORY 16,304.0 $1.2M 0.17% NEW $73.85 -18.2%
98 SHV ISHARES TRUST ISHARES 0-1 YEAR TRSY BND 10,794.0 $1.2M 0.17% NEW $110.34 -0.1%
99 MRK MERCK and CO INC COM Healthcare 9,139.0 $1.2M 0.16% NEW $129.01 +5.4%
100 ETN EATON CORP PLC SHS Industrials 2,722.0 $1.2M 0.16% NEW $425.79 +7.0%
Page 5 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%