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Portfolio (Quarterly) Guide ↗

STONEBRIDGE CAPITAL MANAGEMENT INC

· CIK 0000051812
13F Portfolio $256M AUM Filed Jul 1, 2025 EDGAR ↗ ← All Funds
Q1 2026 Q2 2025 · All 86 New
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES Technology 7,679.0 $1.1M 0.43% NEW $141.95 +198.8%
42 NSC NORFOLK SOUTHN CORP Industrials 4,120.0 $1.1M 0.41% NEW $256.07 +24.0%
43 MCO MOODYS CORP COM Financial Services 2,000.0 $1.0M 0.39% NEW $501.50 -13.7%
44 BMY BRISTOL MYERS SQUIBB CO Healthcare 19,315.0 $894K 0.35% NEW $46.29 +23.1%
45 LH LABORATORY CORP AMER HLDGS COM Healthcare 3,360.0 $882K 0.34% NEW $262.50 -3.2%
46 BA BOEING CO Industrials 4,100.0 $859K 0.34% NEW $209.51 +5.2%
47 BDX BECTON DICKINSON & CO Healthcare 4,900.0 $844K 0.33% NEW $172.24 -16.7%
48 ABT ABBOTT LABS Healthcare 5,522.0 $751K 0.29% NEW $136.00 -37.9%
49 SIEMENS AG SPONSORED ADR 5,780.0 $738K 0.29% NEW $127.68
50 MMM 3M COMPANY COM Industrials 4,823.0 $734K 0.29% NEW $152.19 -4.6%
51 WMT WAL MART STORES INC Consumer Defensive 7,500.0 $733K 0.29% NEW $97.73 +35.5%
52 BERKSHIRE HATHAWAY INC DEL CL 1.0 $729K 0.28% NEW $729000.00
53 XRAY DENTSPLY SIRONA INC COM Healthcare 43,866.0 $697K 0.27% NEW $15.89 -34.5%
54 AMGN AMGEN INC Healthcare 2,336.0 $652K 0.26% NEW $279.11 +16.9%
55 STT STATE STREET CORP Financial Services 6,000.0 $638K 0.25% NEW $106.33 +44.6%
56 JPM J.P. MORGAN CHASE & CO Financial Services 2,200.0 $638K 0.25% NEW $290.00 +3.4%
57 NFLX NETFLIX COM INC COM Communication Services 470.0 $629K 0.25% NEW $1338.30 -93.5%
58 ABBV ABBVIE INC COM Healthcare 3,247.0 $603K 0.24% NEW $185.71 +13.3%
59 UNP UNION PAC CORP Industrials 2,618.0 $602K 0.23% NEW $229.95 +17.1%
60 MONEY MKT OBLIGS TR FH PRM CA 578,890.0 $579K 0.23% NEW $1.00
Page 3 of 5  ·  86 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 48.4%
Healthcare 13.0%
Industrials 9.3%
Consumer Defensive 8.1%
Consumer Cyclical 7.2%
Communication Services 5.7%
Financial Services 4.7%
Energy 3.4%
Basic Materials 0.3%