Stonebridge Financial Group, LLC/CA: 13F holdings
CIK 21422992026Q2
| Positions | 310 |
|---|---|
| Reported value | $722.2m |
| Filed | 2026-08-13 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES I | 68,758 | $50.6m | 7.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 62,438 | $31.2m | 4.3% |
| AAPL APPLE INC COM | 101,970 | $29.5m | 4.1% |
| QQQM INVESCO NASDAQ 100 | 89,512 | $27.1m | 3.8% |
| NVDA NVIDIA CORPORATION COM | 114,370 | $22.9m | 3.2% |
| EZU STATE ST SPDR EURO STOXX 50 | 328,003 | $22.5m | 3.1% |
| SMH VANECK SEMI COND | 33,528 | $22.0m | 3.0% |
| AMZN AMAZON COM INC COM | 88,107 | $21.0m | 2.9% |
| GOOGL ALPHABET INC CAP STK CL A | 57,321 | $20.5m | 2.8% |
| RDVY FRST TST RISING DIV ACHIEVERS | 194,317 | $15.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2142299")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.