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Home > Institutional Investor > Stonebridge Capital Management Inc > Profile

Instuitional Investor - Stonebridge Capital Management Inc

Fund Profile
Filing Period:
Fund Name: Stonebridge Capital Management Inc
Portfolio Value $183,052
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 96,538 $16,528 9.02%
2.
Microsoft Corp
 MSFT 48,427 $15,291 8.35%
3.
Oracle Corp
 ORCL 85,946 $9,103 4.97%
4.
Primecap Odyssey Funds Growth
 240,738 $9,037 4.93%
5.
Pepsico Inc
 PEP 44,435 $7,529 4.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)