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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 4 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD SMALL-CAP ETF 23,238.0 $6.1M 0.43% +284.0 +1.2% $261.92 +11.7%
62 VTEB VANGUARD TAX-EXEMPT BOND ETF 114,900.0 $5.7M 0.40% -4K -3.6% $49.89 +0.4%
63 RTX RTX CORPORATION COM Industrials 26,581.0 $5.1M 0.36% -5K -16.5% $192.90 -7.6%
64 KMI KINDER MORGAN INC DEL COM Energy 152,168.0 $5.1M 0.36% -6K -3.7% $33.53 -1.5%
65 IWF ISHARES RUSSELL 1000 GROWTH ETF 11,402.0 $4.9M 0.34% +209.0 +1.9% $426.40 -70.6%
66 CSCO CISCO SYS INC COM Technology 53,019.0 $4.1M 0.29% -2K -2.8% $77.59 +51.4%
67 ADI ANALOG DEVICES INC COM Technology 11,249.0 $3.6M 0.25% -704.0 -5.9% $318.13 +30.6%
68 SCHW SCHWAB CHARLES CORP COM Financial Services 37,926.0 $3.6M 0.25% -855.0 -2.2% $93.98 -4.4%
69 GOOG ALPHABET INC CAP STK CL C Communication Services 12,209.0 $3.5M 0.24% -1K -8.7% $286.86 +33.3%
70 SBUX STARBUCKS CORP COM Consumer Cyclical 38,485.0 $3.4M 0.24% +481.0 +1.3% $89.59 +13.1%
71 IBM INTERNATIONAL BUSINESS MACHS COM Technology 14,200.0 $3.4M 0.24% -1K -6.7% $242.40 +3.4%
72 HSY HERSHEY CO COM Consumer Defensive 16,360.0 $3.4M 0.24% -156.0 -0.9% $207.89 -8.3%
73 WFC WELLS FARGO & CO COM Financial Services 42,617.0 $3.4M 0.24% -288.0 -0.7% $79.61 -3.1%
74 CRWD CROWDSTRIKE HLDGS INC CL A Technology 8,619.0 $3.4M 0.24% -458.0 -5.0% $390.43 +73.1%
75 SYK STRYKER CORPORATION COM Healthcare 9,861.0 $3.2M 0.23% +2K +28.7% $328.59 -5.0%
76 C CITIGROUP INC COM NEW Financial Services 28,001.0 $3.2M 0.22% -2K -6.3% $113.41 +10.5%
77 GGG GRACO INC COM Industrials 37,445.0 $3.2M 0.22% -2K -4.8% $84.65 -10.1%
78 BAC BANK OF AMER CORP COM Financial Services 64,703.0 $3.2M 0.22% -747.0 -1.1% $48.75 +6.6%
79 VOO VANGUARD S&P 500 ETF 5,146.0 $3.1M 0.21% +425.0 +9.0% $597.51 +15.3%
80 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 6,217.0 $2.9M 0.20% +1K +25.0% $460.99 -4.7%
Page 4 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%