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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 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UNP UNION PAC CORP COM Industrials 870.0 $211K 0.01% $242.73 +11.3%
202 WWD WOODWARD INC COM Industrials 590.0 $211K 0.01% NEW $357.92 +0.5%
203 VDE VANGUARD ENERGY ETF 1,214.0 $210K 0.01% NEW $173.04 -4.7%
204 WTFC WINTRUST FINL CORP COM Financial Services 1,500.0 $208K 0.01% $138.94 +8.3%
205 MELI MERCADOLIBRE INC COM Consumer Cyclical 119.0 $206K 0.01% $1729.02 -4.6%
206 YUM YUM BRANDS INC COM Consumer Cyclical 1,320.0 $205K 0.01% NEW $155.48 -0.4%
207 ETB EATON VANCE TAX MNGED BUY WRIT COM Financial Services 14,000.0 $202K 0.01% $14.42 +7.0%
208 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 6,005.0 $201K 0.01% +64.0 +1.1% $33.54 -0.4%
209 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 17,500.0 $118K 0.01% $6.77 -10.3%
210 EXPI EXP WORLD HLDGS INC COM Real Estate 14,746.0 $88K 0.01% -2K -13.4% $5.99 -18.4%
211 DATAVAULT AI INC COM SHS 129,184.0 $80K 0.01% +74K +134.9% $0.62
Page 11 of 11  ·  211 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%