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Portfolio (Quarterly) Guide ↗

Stonebridge Capital Advisors LLC

· CIK 0001600035
13F Portfolio $1.4B AUM 211 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 56 Added 96 Reduced 14 Exited
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED CL A Financial Services 781.0 $390K 0.03% -18.0 -2.2% $499.93 -1.4%
82 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 3,858.0 $372K 0.03% -100.0 -2.5% $96.47 +2.4%
83 GEV GE VERNOVA INC COM Utilities 396.0 $346K 0.02% -4.0 -1.0% $872.70 +22.7%
84 ABBV ABBVIE INC COM Healthcare 1,517.0 $330K 0.02% -76.0 -4.8% $217.42 -2.0%
85 SCHX SCHWAB U.S. LARGE-CAP ETF 12,517.0 $321K 0.02% -1K -8.8% $25.64 +15.2%
86 SO SOUTHERN CO COM Utilities 3,317.0 $320K 0.02% -36.0 -1.1% $96.51 -2.5%
87 QQQ INVESCO QQQ TRUST SERIES I Financial Services 539.0 $311K 0.02% -185.0 -25.6% $577.71 +26.4%
88 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,324.0 $285K 0.02% -285.0 -17.7% $215.06 +8.5%
89 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2,800.0 $278K 0.02% -402.0 -12.6% $99.27 -0.6%
90 WELL WELLTOWER INC COM Real Estate 1,288.0 $255K 0.02% -102.0 -7.3% $197.71 +9.3%
91 IVZ INVESCO LTD SHS Financial Services 10,300.0 $250K 0.02% -825.0 -7.4% $24.29 +14.0%
92 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 535.0 $248K 0.02% -50.0 -8.6% $463.19 +9.1%
93 CVS CVS HEALTH CORP COM Healthcare 3,075.0 $221K 0.01% -179.0 -5.5% $71.82 +26.3%
94 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 2,921.0 $217K 0.01% -277.0 -8.7% $74.45 +14.2%
95 IJH ISHARES CORE S&P MID-CAP ETF 3,137.0 $212K 0.01% -1K -31.2% $67.53 +10.5%
96 EXPI EXP WORLD HLDGS INC COM Real Estate 14,746.0 $88K 0.01% -2K -13.4% $5.99 -19.7%
Page 5 of 5  ·  96 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 27.4%
Financial Services 13.6%
Communication Services 11.2%
Healthcare 11.2%
Consumer Cyclical 11.1%
Consumer Defensive 8.0%
Industrials 7.4%
Energy 5.9%
Utilities 2.7%
Basic Materials 1.4%