Stonebridge Financial Group, LLC/CA
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2142299
Institutional-grade research for retail investors
Sector Allocation
- Other39.1%$282.1M
- Technology23.3%$167.9M
- Financials19.7%$142.1M
- Industrials4.4%$31.6M
- Consumer Discretionary3.7%$26.7M
- Consumer Staples2.2%$16.0M
- Materials1.7%$12.0M
- Utilities1.6%$11.8M
- Healthcare1.6%$11.4M
- Energy1.4%$9.9M
Largest positions — Q2 2026
QQQ
$50.6MBRK.B
$31.2MAAPL
$29.5MIVZ
$27.1MNVDA
$22.9MSTT
$22.5M- VANECK$22.0M
AMZN
$21.0MGOOGL
$20.5M- FRST$15.8M
COST
$14.5M- ISHARES$14.5M
PWR
$13.1MAMD
$12.1M- JANUS$11.9M
- STATE$11.1M
AVGO
$10.8M- VNGRD$10.3M
- STATE$10.2M
PANW
$10.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stonebridge-financial-group-llc-ca-2142299
Stonebridge Financial Group, LLC/CA 13F holdings — Q2 2026
$722.2M portfolio · 310 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$50.6M
7.0% of stocks
—This quarter-2.7%Since filed1+ qtrsHeld$31.2M
4.3% of stocks
—This quarter—Since filed1+ qtrsHeld$29.5M
4.1% of stocks
—This quarter+12.7%Since filed1+ qtrsHeld$27.1M
3.8% of stocks
—This quarter-11.8%Since filed1+ qtrsHeld$22.9M
3.2% of stocks
—This quarter-4.1%Since filed1+ qtrsHeld$22.5M
3.1% of stocks
—This quarter-10.5%Since filed1+ qtrsHeld- 7
VANECK SEMI COND - Exchange Traded Fund
$22.0M
3.0% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $21.0M
2.9% of stocks
—This quarter-6.0%Since filed1+ qtrsHeld$20.5M
2.8% of stocks
—This quarter-8.7%Since filed1+ qtrsHeld- 10
FRST TST RISING DIV ACHIEVERS - Exchange Traded Fund
$15.8M
2.2% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Stonebridge Financial Group, LLC/CA (Q2 2026)
310 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $14.5M | 2.0% | 16K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR ISHARES SEMICDTR - Exchange Traded Fundetf/fund | — | $14.5M | 2.0% | 23K | — | — | — | 13F |
| 13 | QUANTA SERVICES, INC. | Industrials | $13.1M | 1.8% | 18K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ADVANCED MICRO DEVICES INC | Technology | $12.1M | 1.7% | 21K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | JANUS HENDERSON AAA CLO - Exchange Traded Fund | — | $11.9M | 1.6% | 235K | — | — | — | 13F |
| 16 | — | STATE ST HEALTH CARE SEL SECTR SPDR - Exchange Traded Fundetf/fund | — | $11.1M | 1.5% | 70K | — | — | — | 13F |
| 17 | Broadcom Inc. | Technology | $10.8M | 1.5% | 29K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VNGRD FTSE DEV MKTS - Exchange Traded Fund | — | $10.3M | 1.4% | 145K | — | — | — | 13F |
| 19 | — | STATE ST UTILITIES SEL SECTR SPDR - Exchange Traded Fundetf/fund | — | $10.2M | 1.4% | 224K | — | — | — | 13F |
| 20 | Palo Alto Networks Inc | Technology | $10.0M | 1.4% | 29K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICRON TECHNOLOGY INC | Technology | $7.9M | 1.1% | 6,877 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | WisdomTree, Inc. | Financials | $7.7M | 1.1% | 44K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $7.6M | 1.1% | 22K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | FT VEST LAD AUTO CALL BARRIER - Exchange Traded Fund | — | $7.1M | 1.0% | 343K | — | — | — | 13F |
| 25 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $7.1M | 1.0% | 15K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FT VEST LAD AUTO CALL BARRIER and RESILIENT INC - Exchange Traded Fund | — | $7.0M | 1.0% | 340K | — | |||
| 27 | — | SCH US DIV EQY - Exchange Traded Fund | — | $6.7M | 0.9% | 210K | — | |||
| 28 | — | FRST TST SMID CAP RISING DIV ACHIEVERS - Exchange Traded Fund | — | $6.5M | 0.9% | 152K | — | |||
| 29 | $V | VISA INC. | Financials | $6.1M | 0.8% | 18K | — | |||
| 30 | — | FRST TST RBA AMERICAN INDUSTRIAL RENAISSANCE - Exchange Traded Fund | — | $5.3M | 0.7% | 40K | — | |||
| 31 | — | VNGRD SP 500 - Exchange Traded Fund | — | $5.2M | 0.7% | 7,553 | — | |||
| 32 | — | VNGRD SHORT-TERM CORP BND - Exchange Traded Fund | — | $5.2M | 0.7% | 66K | — | |||
| 33 | — | ISHARES U.S. AEROSPACE and DEFENSE - Exchange Traded Fund | — | $4.9M | 0.7% | 20K | — | |||
| 34 | — | PGIM AAA CLO - Exchange Traded Fund | — | $4.8M | 0.7% | 93K | — | |||
| 35 | $IBKR | Interactive Brokers Group, Inc. | Financials | $4.7M | 0.6% | 53K | — | |||
| 36 | — | STATE ST CONS STAPLES SEL SECTR SPDR - Exchange Traded Fund | — | $4.6M | 0.6% | 55K | — | |||
| 37 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $4.5M | 0.6% | 5,895 | — | |||
| 38 | $WM | WASTE MANAGEMENT INC | Utilities | $4.4M | 0.6% | 20K | — | |||
| 39 | $CEG | Constellation Energy Corp | Utilities | $4.4M | 0.6% | 18K | — | |||
| 40 | $MSFT | MICROSOFT CORP | Technology | $4.3M | 0.6% | 11K | — | |||
| 41 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.3M | 0.6% | 4,234 | — | |||
| 42 | — | VNGRD INT-TERM BND - Exchange Traded Fund | — | $4.1M | 0.6% | 54K | — | |||
| 43 | — | PGIM SHORT DURATION HIGH YIELD - Exchange Traded Fund | — | $4.0M | 0.6% | 81K | — | |||
| 44 | — | ISHARES U.S. TECH - Exchange Traded Fund | — | $3.6M | 0.5% | 14K | — | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $3.6M | 0.5% | 11K | — | |||
| 46 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.4M | 0.5% | 4,601 | — | |||
| 47 | $EWBC | EAST WEST BANCORP INC | Financials | $3.4M | 0.5% | 26K | — | |||
| 48 | — | STATE ST SPDR SP DIV - Exchange Traded Fund | — | $3.4M | 0.5% | 22K | — | |||
| 49 | $C | CITIGROUP INC | Financials | $3.3M | 0.5% | 24K | — | |||
| 50 | $NFLX | NETFLIX INC | Communication Services | $3.2M | 0.4% | 45K | — | |||
| 51 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $3.1M | 0.4% | 14K | — | |||
| 52 | $HONA | Honeywell Aerospace Inc. | Industrials | $3.1M | 0.4% | 14K | — | |||
| 53 | $PLTR | Palantir Technologies Inc. | Technology | $3.0M | 0.4% | 26K | — | |||
| 54 | $GLW | CORNING INC /NY | Materials | $2.9M | 0.4% | 11K | — | |||
| 55 | $GEV | GE Vernova Inc. | Industrials | $2.9M | 0.4% | 2,465 | — | |||
| 56 | $ALL | ALLSTATE CORP | Financials | $2.8M | 0.4% | 12K | — | |||
| 57 | $WPM | Wheaton Precious Metals Corp. | Materials | $2.8M | 0.4% | 25K | — | |||
| 58 | $BX | Blackstone Inc. | Financials | $2.7M | 0.4% | 23K | — | |||
| 59 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $2.7M | 0.4% | 13K | — | |||
| 60 | — | JPMORGAN NASDAQ EQY PREMIUM INC - Exchange Traded Fund | — | $2.6M | 0.4% | 43K | — | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $2.6M | 0.4% | 2,410 | — | |||
| 62 | — | ISHARES SEL DIV - Exchange Traded Fund | — | $2.4M | 0.3% | 15K | — | |||
| 63 | $AJG | Arthur J. Gallagher & Co. | Financials | $2.3M | 0.3% | 9,972 | — | |||
| 64 | — | VNGRD INFORMATION TECH - Exchange Traded Fund | — | $2.3M | 0.3% | 19K | — | |||
| 65 | $ANET | Arista Networks, Inc. | Technology | $2.2M | 0.3% | 13K | — | |||
| 66 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.3% | 5,215 | — | |||
| 67 | $SAN | Banco Santander, S.A. | Financials | $2.2M | 0.3% | 158K | — | |||
| 68 | $LLY | ELI LILLY & Co | Healthcare | $2.2M | 0.3% | 1,809 | — | |||
| 69 | $B | BARRICK MINING CORP | Materials | $2.2M | 0.3% | 59K | — | |||
| 70 | $META | Meta Platforms, Inc. | Technology | $2.1M | 0.3% | 27K | — | |||
| 71 | $KLAC | KLA CORP | Technology | $2.1M | 0.3% | 6,800 | — | |||
| 72 | $ASML | ASML HOLDING NV | Technology | $2.0M | 0.3% | 1,018 | — | |||
| 73 | $GLD | SPDR GOLD TRUST | Financials | $1.9M | 0.3% | 5,263 | — | |||
| 74 | $FTNT | Fortinet, Inc. | Technology | $1.9M | 0.3% | 13K | — | |||
| 75 | $META | Meta Platforms, Inc. | Technology | $1.9M | 0.3% | 3,416 | — | |||
| 76 | — | FRST TST CALIFORNIA MUN HIGH INC - Exchange Traded Fund | — | $1.9M | 0.3% | 38K | — | |||
| 77 | — | VNGRD FINANCIALS - Exchange Traded Fund | — | $1.9M | 0.3% | 14K | — | |||
| 78 | $AEM | AGNICO EAGLE MINES LTD | Materials | $1.8M | 0.3% | 11K | — | |||
| 79 | — | SCH U.S. LARGE-CAP - Exchange Traded Fund | — | $1.7M | 0.2% | 59K | — | |||
| 80 | $KMI | KINDER MORGAN, INC. | Energy | $1.7M | 0.2% | 53K | — | |||
| 81 | — | STATE ST SPDR PORT SP 500 - Exchange Traded Fund | — | $1.7M | 0.2% | 19K | — | |||
| 82 | $CVX | CHEVRON CORP | Energy | $1.6M | 0.2% | 9,851 | — | |||
| 83 | — | STATE ST TECH SEL SECTR SPDR - Exchange Traded Fund | — | $1.4M | 0.2% | 7,605 | — | |||
| 84 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.4M | 0.2% | 12K | — | |||
| 85 | $SNDK | Sandisk Corp | Technology | $1.4M | 0.2% | 620 | — | |||
| 86 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.4M | 0.2% | 2,719 | — | |||
| 87 | — | VNGRD MORN MEGA CAP VALUE - Exchange Traded Fund | — | $1.3M | 0.2% | 8,143 | — | |||
| 88 | — | VANECK GOLD MINERS - Exchange Traded Fund | — | $1.3M | 0.2% | 18K | — | |||
| 89 | — | STATE ST COMM SERVICES SEL SECTR SPDR - Exchange Traded Fund | — | $1.3M | 0.2% | 12K | — | |||
| 90 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.2% | 8,793 | — | |||
| 91 | — | STATE ST FINANCIAL SEL SECTR SPDR - Exchange Traded Fund | — | $1.3M | 0.2% | 23K | — | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.2% | 4,956 | — | |||
| 93 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.2M | 0.2% | 3,123 | — | |||
| 94 | $RGLD | ROYAL GOLD INC | Financials | $1.2M | 0.2% | 6,142 | — | |||
| 95 | — | VNGRD HEALTH CARE - Exchange Traded Fund | — | $1.2M | 0.2% | 4,046 | — | |||
| 96 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.2% | 3,335 | — | |||
| 97 | — | ROUNDHILL MEMORY - Exchange Traded Fund | — | $1.2M | 0.2% | 16K | — | |||
| 98 | — | ISHARES TRUST ISHARES 0-1 YEAR TRSY BND - Exchange Traded Fund | — | $1.2M | 0.2% | 11K | — | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.2% | 9,139 | — | |||
| 100 | $ETN | Eaton Corp plc | Industrials | $1.2M | 0.2% | 2,722 | — | |||
| 101 | $VRT | Vertiv Holdings Co | Technology | $1.1M | 0.2% | 3,386 | — | |||
| 102 | $FLS | FLOWSERVE CORP | Industrials | $1.1M | 0.1% | 15K | — | |||
| 103 | $MMM | 3M CO | Healthcare | $1.1M | 0.1% | 6,621 | — | |||
| 104 | $CQP | Cheniere Energy Partners, L.P. | Energy | $1.1M | 0.1% | 18K | — | |||
| 105 | — | STATE ST CONS DISCRETIONARY SEL SECTR SPDR - Exchange Traded Fund | — | $1.1M | 0.1% | 9,002 | — | |||
| 106 | $MA | Mastercard Inc | Financials | $1.0M | 0.1% | 2,038 | — | |||
| 107 | — | SCH MUN BND - Exchange Traded Fund | — | $1.0M | 0.1% | 40K | — | |||
| 108 | — | VNGRD INT-TERM CORP BND - Exchange Traded Fund | — | $983K | 0.1% | 12K | — | |||
| 109 | $GLDM | World Gold Trust | Financials | $969K | 0.1% | 12K | — | |||
| 110 | $WT | WisdomTree, Inc. | Financials | $954K | 0.1% | 17K | — | |||
| 111 | $CSCO | CISCO SYSTEMS, INC. | Technology | $935K | 0.1% | 7,961 | — | |||
| 112 | $SCHW | SCHWAB CHARLES CORP | Financials | $930K | 0.1% | 10K | — | |||
| 113 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $927K | 0.1% | 3,299 | — | |||
| 114 | $AGNC | AGNC Investment Corp. | Real Estate | $920K | 0.1% | 84K | — | |||
| 115 | $ONON | On Holding AG | Consumer Discretionary | $915K | 0.1% | 26K | — | |||
| 116 | — | STATE ST INDUSTRIAL SEL SECTR SPDR - Exchange Traded Fund | — | $915K | 0.1% | 4,944 | — | |||
| 117 | $LITE | Lumentum Holdings Inc. | Technology | $912K | 0.1% | 1,064 | — | |||
| 118 | — | PACER GLOBAL CASH COWS DIV - Exchange Traded Fund | — | $878K | 0.1% | 20K | — | |||
| 119 | $LNG | Cheniere Energy, Inc. | Energy | $859K | 0.1% | 3,598 | — | |||
| 120 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $851K | 0.1% | 15K | — | |||
| 121 | $WMT | Walmart Inc. | Consumer Staples | $840K | 0.1% | 7,419 | — | |||
| 122 | $JNJ | JOHNSON & JOHNSON | Healthcare | $840K | 0.1% | 3,310 | — | |||
| 123 | — | VNGRD MORN TOTAL STOCK MKT - Exchange Traded Fund | — | $839K | 0.1% | 2,268 | — | |||
| 124 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $837K | 0.1% | 8,193 | — | |||
| 125 | $CRDO | Credo Technology Group Holding Ltd | Technology | $837K | 0.1% | 3,080 | — | |||
| 126 | $AXP | AMERICAN EXPRESS CO | Financials | $820K | 0.1% | 2,427 | — | |||
| 127 | $VLO | VALERO ENERGY CORP/TX | Energy | $808K | 0.1% | 3,104 | — | |||
| 128 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $803K | 0.1% | 4,474 | — | |||
| 129 | $INTC | INTEL CORP | Technology | $798K | 0.1% | 5,719 | — | |||
| 130 | — | JPMORGAN U.S. MOMENTUM FACTOR - Exchange Traded Fund | — | $797K | 0.1% | 9,337 | — | |||
| 131 | $ET | Energy Transfer LP | Energy | $786K | 0.1% | 41K | — | |||
| 132 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $770K | 0.1% | 9,329 | — | |||
| 133 | $WT | WisdomTree, Inc. | Financials | $761K | 0.1% | 18K | — | |||
| 134 | — | SCHAMENTAL U.S. LARGE COMPANY - Exchange Traded Fund | — | $741K | 0.1% | 24K | — | |||
| 135 | $AME | AMETEK INC/ | Industrials | $735K | 0.1% | 3,042 | — | |||
| 136 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $731K | 0.1% | 2,073 | — | |||
| 137 | $SHOP | SHOPIFY INC. | Technology | $730K | 0.1% | 6,397 | — | |||
| 138 | — | VNGRD CALIFORNIA TAX-EXEMPT BND - Exchange Traded Fund | — | $695K | 0.1% | 6,916 | — | |||
| 139 | $IHD | Voya Emerging Markets High Dividend Equity Fund | Other | $673K | 0.1% | 86K | — | |||
| 140 | $CVNA | CARVANA CO. | Consumer Discretionary | $669K | 0.1% | 10K | — | |||
| 141 | $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Other | $644K | 0.1% | 72K | — | |||
| 142 | $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | Other | $642K | 0.1% | 25K | — | |||
| 143 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $642K | 0.1% | 7,249 | — | |||
| 144 | $EQIX | EQUINIX INC | Real Estate | $642K | 0.1% | 616 | — | |||
| 145 | $CBOE | Cboe Global Markets, Inc. | Financials | $626K | 0.1% | 2,583 | — | |||
| 146 | — | VNGRD DIV APP - Exchange Traded Fund | — | $623K | 0.1% | 2,633 | — | |||
| 147 | $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | Other | $619K | 0.1% | 56K | — | |||
| 148 | $IRM | IRON MOUNTAIN INC | Real Estate | $613K | 0.1% | 4,824 | — | |||
| 149 | $T | AT&T INC. | Communication Services | $602K | 0.1% | 29K | — | |||
| 150 | — | ISHARES SHORT-TERM NATIONAL MUNI BND - Exchange Traded Fund | — | $601K | 0.1% | 5,650 | — |
Email me the moment this fund files its next 13FPro
Is it too late to follow Stonebridge Financial Group?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Stonebridge Financial Group's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.9%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Stonebridge Financial Group, LLC/CA disclosed 310 positions worth $722.2M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 7.0% of the equity portfolio, followed by $BRK.B and $AAPL. During the quarter the fund opened 310 new positions and exited 0 — including a new stake in $QQQ. The portfolio is most concentrated in Other (39.1% of disclosed assets). All figures are sourced directly from Stonebridge Financial Group, LLC/CA’s Form 13F-HR filing with the SEC under CIK 2142299.
Funds like this
managers whose biggest positions overlap Stonebridge Financial Group'sGLOBALT Investments LLC / GA$2.97B 13F book · 4 shared top holdingsSTTWMCGLWConvergence Financial, LLC$1.26B 13F book · 4 shared top holdingsSTTCRWDALLPLTRKlingman & Associates, LLC$2.41B 13F book · 3 shared top holdingsSTTCGLWFoguth Wealth Management, LLC.$986.36M 13F book · 5 shared top holdingsSTTWMBXPLTRFriday Financial$505.80M 13F book · 3 shared top holdingsSTTPWRPLTRAMI ASSET MANAGEMENT CORP$1.74B 13F book · 4 shared top holdingsPWRCRWDWMGLW
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Stonebridge Financial Group, LLC/CA
13F Pro is an AI hedge fund tracker and stock research platform. For Stonebridge Financial Group, LLC/CA (SEC CIK: 2142299), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Stonebridge Financial Group, LLC/CA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.