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Home > Institutional Investor > Stonebridge Capital Advisors Llc > Profile

Instuitional Investor - Stonebridge Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Stonebridge Capital Advisors Llc
Portfolio Value $1,401,910,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 289,067 $73,605,210 5.25%
2.
Vanguard Scottsdale Funds
 911,261 $72,837,125 5.2%
3.
Microsoft Corp
 MSFT 131,644 $68,185,094 4.86%
4.
Alphabet Inc.
 GOOGL 263,834 $64,137,979 4.58%
5.
Ishares Trust
 IEF 74,734 $50,019,331 3.57%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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