Long-term investor
Stonebridge Financial Group, LLC @stonebridgefinancialgrou
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009367).
Record
- Tracked since 2025-06-30 (449 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.7% · 1 year n/a · all +0.3%
- Max drawdown n/a · win rate 58% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V621 · 4.7% · long · since 2025-06-30
- 72201R874 · 4.0% · long · since 2025-06-30
- 14020Y102 · 3.6% · long · since 2025-06-30
- 92647N535 · 3.6% · long · since 2025-06-30
- 46137V597 · 3.2% · long · since 2025-06-30
- 72201R585 · 3.0% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 72201R866 · 2.5% · long · since 2025-06-30
- 81369Y704 · 2.3% · long · since 2025-06-30
- 46434G103 · 2.3% · long · since 2025-06-30
- 81369Y803 · 2.2% · long · since 2025-06-30
- 81369Y605 · 2.2% · long · since 2025-12-31