Stonebridge Financial Group, LLC / MO: 13F holdings

CIK 21091982026Q2

Positions171
Reported value$150.5m
Filed2026-07-24

Change since last quarter

Positions171 (+6 vs prior quarter)
Reported value$150.5m (+26.9%)

Top 10 holdings

SecuritySharesValueWeight
PVAL PUTNAM ETF TRUST216,877$11.0m7.3%
IOO ISHARES TR57,950$7.9m5.3%
NVDA NVIDIA CORPORATION31,165$6.2m4.1%
AAPL APPLE INC19,932$5.8m3.8%
VTV VANGUARD INDEX FDS18,056$3.9m2.6%
SYFI AB ACTIVE ETFS INC101,721$3.6m2.4%
MU MICRON TECHNOLOGY INC2,889$3.3m2.2%
GOOGL ALPHABET INC8,591$3.1m2.0%
MOAT VANECK ETF TRUST29,229$3.0m2.0%
MSFT MICROSOFT CORP7,916$3.0m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2109198")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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