Stonebridge Financial Group
$1.2B Assets Reported
276 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRO | ISHARES TR | 829,714 | $58M | 4.8% |
| SMMU | PIMCO ETF TR | 1,056,265 | $53M | 4.4% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2,063,417 | $46M | 3.8% |
| USTB | VICTORY PORTFOLIOS II | 881,331 | $45M | 3.7% |
| PYLD | PIMCO ETF TR | 1,429,941 | $37M | 3.1% |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 763,275 | $35M | 2.9% |
| AAPL | APPLE INC | 135,025 | $34M | 2.8% |
| MUNI | PIMCO ETF TR | 607,773 | $32M | 2.6% |
| GLD | SPDR GOLD TR | 73,489 | $32M | 2.6% |
| XLU | SELECT SECTOR SPDR TR | 581,263 | $27M | 2.2% |
Track Stonebridge Financial Group's 13F portfolio: $1.2B in reported holdings, 276 positions. Top holdings, AUM, and quarterly changes on SentiSense.