Stonebridge Capital Advisors LLC
•CIK: 1600035•Filing: Q4 2025
**Stonebridge Capital Advisors LLC** manages $1.4B across a diversified portfolio of 211 positions. The firm maintains significant exposure to mega-cap technology names, notably holding AAPL at $76.9M and GOOGL at $69.8M. Core allocations also include MSFT ($64.8M) and AMZN ($50.4M), alongside substantial fixed-income and ETF exposure via VCSH ($75.7M) and IVV ($51.8M). This structure indicates a conviction in established growth leaders and defensive asset classes.
Total AUM
$1.4B
QoQ Performance
+3.0%
Positions
211
Top 10 Concentration
37.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
VCSH
AAPL5.3%
VCSH5.2%
GOOGL4.8%
MSFT4.5%
IVV3.6%
AMZN3.5%
VCIT3.0%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.9%
Technology27.7%
Consumer10.7%
Healthcare8.1%
Financial8.0%
ETF3.9%
Industrial2.9%
Energy2.5%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW5 new positions
↑81 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023