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Stonebridge Financial Group, LLC/CA

hedge fundUpdated 28 days ago

Managed by Stonebridge Financial Group, Llc/Ca • Latest filing Q2 2026

Portfolio value
$722.2M
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

310 positions as of Q2 2026

View filing
Q
1.QQQ

INVESCO QQQ TRUST SERIES I

Value
$50.6M
Shares
68.8K
% Port
7.01%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$31.2M
Shares
62.4K
% Port
4.33%
A

APPLE INC COM

Value
$29.5M
Shares
102.0K
% Port
4.09%
E

INVESCO NASDAQ 100

Value
$27.1M
Shares
89.5K
% Port
3.76%
N

NVIDIA CORPORATION COM

Value
$22.9M
Shares
114.4K
% Port
3.17%
S

STATE ST SPDR EURO STOXX 50

Value
$22.5M
Shares
328.0K
% Port
3.12%
H

VANECK SEMI COND

Value
$22M
Shares
33.5K
% Port
3.04%
A

AMAZON COM INC COM

Value
$21M
Shares
88.1K
% Port
2.91%
G

ALPHABET INC CAP STK CL A

Value
$20.5M
Shares
57.3K
% Port
2.84%
F
10.FPF

FRST TST RISING DIV ACHIEVERS

Value
$15.8M
Shares
194.3K
% Port
2.18%
C
11.COST

COSTCO WHOLESALE CORPORATION COM

Value
$14.5M
Shares
15.5K
% Port
2.01%
E
12.ETHA

ISHARES TR ISHARES SEMICDTR

Value
$14.5M
Shares
22.6K
% Port
2.00%
P
13.PWR

QUANTA SVCS INC COM

Value
$13.1M
Shares
18.3K
% Port
1.82%
A
14.AMD

ADVANCED MICRO DEVICES INC COM

Value
$12.1M
Shares
20.9K
% Port
1.68%
N
15.NOC

JANUS HENDERSON AAA CLO

Value
$11.9M
Shares
234.6K
% Port
1.65%
S

STATE ST HEALTH CARE SEL SECTR SPDR

Value
$11.1M
Shares
69.7K
% Port
1.53%
A
17.AVGO

BROADCOM INC COM

Value
$10.8M
Shares
28.6K
% Port
1.50%
V
18.VGES

VNGRD FTSE DEV MKTS

Value
$10.3M
Shares
144.8K
% Port
1.43%
S

STATE ST UTILITIES SEL SECTR SPDR

Value
$10.2M
Shares
223.9K
% Port
1.41%
P
20.PANW

PALO ALTO NETWORKS INC COM

Value
$10M
Shares
29.4K
% Port
1.39%

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