Long-term investor
Stonebridge Financial Group, LLC / Mo @stonebridgefinancialgrouzyho
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109198).
Record
- Tracked since 2025-12-31 (264 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 746729300 · 7.3% · long · since 2025-12-31
- 464287572 · 5.3% · long · since 2025-12-31
- NVDA · 4.1% · long · since 2025-12-31
- AAPL · 3.8% · long · since 2025-12-31
- 922908744 · 2.6% · long · since 2025-12-31
- 00039J830 · 2.4% · long · since 2025-12-31
- MU · 2.2% · long · since 2025-12-31
- GOOGL · 2.0% · long · since 2025-12-31
- 92189F643 · 2.0% · long · since 2025-12-31
- MSFT · 2.0% · long · since 2025-12-31
- 316092352 · 1.8% · long · since 2025-12-31
- 46090E103 · 1.7% · long · since 2025-12-31