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Home > Institutional Investor > Stonebridge Financial Group, Llc > Profile

Instuitional Investor - Stonebridge Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Stonebridge Financial Group, Llc
Portfolio Value $1,356,252,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Victory Portfolios Ii
 UITB 1,731,326 $86,358,541 6.37%
2.
Ishares Tr
 821,294 $61,917,374 4.57%
3.
Pimco Etf Trust
 MINT 1,022,741 $50,533,638 3.73%
4.
Apple Inc.
 AAPL 135,237 $45,036,501 3.32%
5.
Pimco Etf Trust
 MINT 1,428,056 $36,258,329 2.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.