Fund Holdings

Stonebridge Capital Advisors LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SERVICENOW INC COM(NOW)079,497+79,49708,311,4370.58%+8,311,437
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND0474,757+474,757035,654,2532.50%+35,654,253
EATON CORP PLC SHS(ETN)048,966+48,966017,513,6631.23%+17,513,663
UNITED PARCEL SVCS INC CL B(UPS)0121,871+121,871011,989,6270.84%+11,989,627
VANGUARD SHORT-TERM CORPORATE BOND ETF01,006,697+1,006,697079,800,8965.59%+79,800,896
EXXON MOBIL CORP COM(XOM)0135,578+135,578023,002,1521.61%+23,002,152
SLB LIMITED COM STK(SLB)0246,587+246,587012,672,1110.89%+12,672,111
JOHNSON & JOHNSON COM(JNJ)085,896+85,896020,996,5171.47%+20,996,517
WALMART INC COM(WMT)0214,002+214,002026,596,1741.86%+26,596,174
CORTEVA INC COM(CTVA)0136,698+136,698011,442,9680.80%+11,442,968
VANGUARD FTSE EMERGING MARKETS ETF039,297+39,29702,124,0030.15%+2,124,003
NETFLIX INC. COM(NFLX)021,602+21,60202,076,9940.15%+2,076,994
AT&T INC COM(T)0469,698+469,698013,616,5540.95%+13,616,554
HONEYWELL INTL INC COM(HON)068,474+68,474015,477,2051.08%+15,477,205
MERCK & CO INC COM(MRK)0150,773+150,773018,136,4501.27%+18,136,450
MARVELL TECHNOLOGY INC COM(MRVL)0129,321+129,321012,809,2560.90%+12,809,256
COCA COLA CO COM(KO)0258,672+258,672019,672,0241.38%+19,672,024
DUKE ENERGY CORP NEW COM NEW(DUK)0117,785+117,785015,422,7061.08%+15,422,706
CHART INDS INC COM(GTLS)07,637+7,63701,578,9500.11%+1,578,950
CONOCOPHILLIPS COM(COP)048,988+48,98806,466,3640.45%+6,466,364
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF0538,754+538,754044,581,8673.12%+44,581,867
UBER TECHNOLOGIES INC COM(UBER)016,309+16,30901,173,0760.08%+1,173,076
GILEAD SCIENCES INC COM(GILD)0114,880+114,880016,010,7761.12%+16,010,776
VANGUARD FTSE DEVELOPED MARKETS ETF022,883+22,88301,466,3430.10%+1,466,343
SEMPRA COM(SRE)0112,519+112,519010,933,5060.77%+10,933,506
CHEVRON CORPORATION COM(CVX)080,621+80,621016,680,4581.17%+16,680,458
BRISTOL-MYERS SQUIBB CO COM(BMY)0166,362+166,362010,089,8370.71%+10,089,837
KINDER MORGAN INC DEL COM(KMI)0152,168+152,16805,102,1840.36%+5,102,184
CONSTELLATION BRANDS INC CL A(STZ)058,478+58,47808,771,7700.61%+8,771,770
MCDONALDS CORP COM(MCD)0100,691+100,691031,293,7312.19%+31,293,731
VANGUARD HIGH DIVIDEND YIELD INDEX ETF0102,764+102,764015,219,2881.07%+15,219,288
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF0378,511+378,511015,454,6231.08%+15,454,623
STRYKER CORPORATION COM(SYK)09,861+9,86103,240,2260.23%+3,240,226
EOG RES INC COM(EOG)013,336+13,33601,927,9860.13%+1,927,986
APPLIED MATLS INC COM07,580+7,58002,590,7680.18%+2,590,768
HERSHEY CO COM(HSY)016,360+16,36003,401,0060.24%+3,401,006
WASTE MGMT INC DEL COM(WM)01,601+1,6010367,9100.03%+367,910
FLEXSHARES STOXX US ESG SELECT INDEX FUND02,278+2,2780345,6640.02%+345,664
ANALOG DEVICES INC COM(ADI)011,249+11,24903,578,6520.25%+3,578,652
DARLING INGREDIENTS INC COM(DAR)012,825+12,8250793,2260.06%+793,226
AMERIPRISE FINL INC COM(AMP)0742+7420329,7490.02%+329,749
VERIZON COMMUNICATIONS INC COM(VZ)052,992+52,99202,660,1970.19%+2,660,197
TARGET CORP COM(TGT)018,793+18,79302,277,6660.16%+2,277,666
MOTOROLA SOLUTIONS INC COM NEW(MSI)01,488+1,4880645,7170.05%+645,717
HARTFORD INSURANCE GROUP INC COM(HIG)01,946+1,9460263,1580.02%+263,158
STARBUCKS CORP COM(SBUX)038,485+38,48503,447,9060.24%+3,447,906
ONTO INNOVATION INC COM(ONTO)04,741+4,7410972,2370.07%+972,237
FREEPORT MCMORAN INC CL B(FCX)03,695+3,6950217,1920.02%+217,192
ALTRIA GROUP INC COM(MO)03,244+3,2440214,0950.01%+214,095
WOODWARD INC COM(WWD)0590+5900211,1730.01%+211,173
VANGUARD ENERGY ETF01,214+1,2140210,0710.01%+210,071
YUM BRANDS INC COM(YUM)01,320+1,3200205,2340.01%+205,234
UNITEDHEALTH GROUP INC COM(UNH)036,455+36,45509,864,2530.69%+9,864,253
INTEL CORP COM(INTC)024,616+24,61601,086,2900.08%+1,086,290
LITTELFUSE INC COM(LFUS)01,926+1,9260653,5880.05%+653,588
VANGUARD SMALL-CAP ETF023,238+23,23806,086,5320.43%+6,086,532
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)04,481+4,48101,514,3540.11%+1,514,354
CATERPILLAR INC COM(CAT)01,539+1,53901,090,3830.08%+1,090,383
ALLIANT ENERGY CORP COM(LNT)020,250+20,25001,453,1410.10%+1,453,141
LOCKHEED MARTIN CORP COM(LMT)0657+6570397,0840.03%+397,084
ENTEGRIS INC COM(ENTG)03,550+3,5500416,2020.03%+416,202
VANGUARD S&P 500 ETF05,146+5,14603,074,7800.22%+3,074,780
TRAVELERS COMPANIES INC COM(TRV)059,347+59,347017,310,3091.21%+17,310,309
PALO ALTO NETWORKS INC COM(PANW)02,258+2,2580361,9620.03%+361,962
PEPSICO INC COM(PEP)09,556+9,55601,483,9300.10%+1,483,930
AIR PRODUCTS AND CHEMICALS INC COM02,020+2,0200586,7900.04%+586,790
GE VERNOVA INC COM(GEV)0396+3960345,5900.02%+345,590
NVENT ELEC PLC SHS(NVT)05,125+5,1250606,1850.04%+606,185
ISHARES NATIONAL MUNI BOND ETF010,725+10,72501,138,4590.08%+1,138,459
COSTCO WHOLESALE CORPORATION COM(COST)0435+4350433,1890.03%+433,189
NEXTERA ENERGY INC COM(NEE)06,722+6,7220624,3760.04%+624,376
ONEOK INC NEW COM(OKE)04,346+4,3460392,8310.03%+392,831
FEDEX CORP COM(FDX)0986+9860351,3250.02%+351,325
FASTENAL CO COM(FAST)010,113+10,1130469,2430.03%+469,243
AGNICO EAGLE MINES LTD COM(AEM)02,614+2,6140530,5900.04%+530,590
WEC ENERGY GROUP INC COM(WEC)06,715+6,7150777,3740.05%+777,374
PFIZER INC COM(PFE)019,985+19,9850561,1790.04%+561,179
INTUITIVE SURGICAL INC COM NEW06,217+6,21702,865,9520.20%+2,865,952
MICRON TECHNOLOGY INC COM(MU)0804+8040271,6840.02%+271,684
LABCORP HOLDINGS INC COM SHS(LH)04,422+4,42201,179,8340.08%+1,179,834
DATAVAULT AI INC COM SHS0129,184+129,184079,8740.01%+79,874
XCEL ENERGY INC COM(XEL)07,516+7,5160597,0920.04%+597,092
VANGUARD VALUE ETF01,477+1,4770289,7870.02%+289,787
MCKESSON CORP COM(MCK)0405+4050350,4710.02%+350,471
ISHARES MSCI EMERGING MARKETS ETF015,600+15,6000885,9240.06%+885,924
SOUTHERN CO COM(SO)03,317+3,3170320,1200.02%+320,120
DARDEN RESTAURANTS INC COM(DRI)02,425+2,4250475,3970.03%+475,397
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)09,850+9,8500349,0840.02%+349,084
STATE STREET SPDR S&P 500 ETF(SPY)01,573+1,57301,022,6840.07%+1,022,684
CARRIER GLOBAL CORPORATION COM(CARR)06,155+6,1550346,5880.02%+346,588
VANGUARD EXTENDED MARKET ETF01,748+1,7480359,7380.03%+359,738
COLGATE PALMOLIVE CO COM(CL)03,000+3,0000255,6900.02%+255,690
TRANE TECHNOLOGIES PLC SHS(TT)0682+6820284,2170.02%+284,217
NUCOR CORP COM(NUE)02,830+2,8300478,5530.03%+478,553
C H ROBINSON WORLDWIDE IN COM NEW(CHRW)02,770+2,7700460,0140.03%+460,014
FULLER H B CO COM(FUL)06,600+6,6000407,0880.03%+407,088
TJX COS INC NEW COM(TJX)02,177+2,1770347,6030.02%+347,603
SNAP ON INC COM(SNA)0691+6910251,0590.02%+251,059
ISHARES CORE S&P SMALL CAP ETF03,321+3,3210412,8340.03%+412,834
AMER STATES WTR CO COM03,200+3,2000241,9840.02%+241,984
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