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Portfolio (Quarterly) Guide ↗

STONEBRIDGE CAPITAL MANAGEMENT INC

· CIK 0000051812
13F Portfolio $219.9B AUM 80 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q2 2025 · All 5 New 9 Added 53 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CB CHUBB LIMITED COM Financial Services 4,142.0 $1.4M 0.61% +2K +126.8% $325.93 +1.3%
2 STT STATE STREET CORP Financial Services 6,060.0 $767K 0.35% +60.0 +1.0% $126.56 +20.8%
3 JPM J.P. MORGAN CHASE & C Financial Services 2,360.0 $694K 0.32% +160.0 +7.3% $294.16 +1.2%
4 AVGO BROADCOM INC COM Technology 2,150.0 $665K 0.30% +410.0 +23.6% $309.51 +35.9%
5 MONEY MKT OBLIGS TR F 597,532.0 $598K 0.27% +19K +3.2% $1.00
6 NFLX NETFLIX COM INC COM Communication Services 4,650.0 $447K 0.20% +4K +889.4% $96.15 -9.5%
7 RTX RTX CORP (FORMERLY RA Industrials 2,274.0 $439K 0.20% +43.0 +1.9% $192.90 -11.3%
8 META META PLATFORMS INC CL Communication Services 549.0 $314K 0.14% +127.0 +30.1% $572.13 +7.4%
9 TRT TRIO TECH INTL COM NE Technology 46,000.0 $266K 0.12% +23K +100.0% $5.78 +246.9%

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 44.7%
Healthcare 13.5%
Industrials 10.9%
Consumer Defensive 8.6%
Communication Services 6.5%
Consumer Cyclical 5.8%
Energy 5.1%
Financial Services 4.3%
Basic Materials 0.3%
Utilities 0.2%