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 FUND373,260474,757+101,49727,457,01435,654,2532.50%+8,197,239
EATON CORP PLC SHS(ETN)34,03448,966+14,93210,840,09117,513,6631.23%+6,673,572
UNITED PARCEL SVCS INC CL B(UPS)76,315121,871+45,5567,569,70611,989,6270.84%+4,419,921
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
949,7851,006,697+56,91275,726,35079,800,8965.59%+4,074,546
EXXON MOBIL CORP COM166,167135,578-30,58919,996,52523,002,1521.61%+3,005,627
SLB LIMITED COM STK(SLB)251,907246,587-5,3209,668,19312,672,1110.89%+3,003,918
JOHNSON & JOHNSON COM(JNJ)88,35385,896-2,45718,284,55520,996,5171.47%+2,711,962
WALMART INC COM(WMT)216,605214,002-2,60324,131,98626,596,1741.86%+2,464,188
CORTEVA INC COM(CTVA)135,583136,698+1,1159,088,13111,442,9680.80%+2,354,837
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)465,943469,698+3,75511,574,01513,616,5540.95%+2,042,539
HONEYWELL INTL INC COM(HON)69,68468,474-1,21013,594,71315,477,2051.08%+1,882,492
MERCK & CO INC COM(MRK)154,754150,773-3,98116,289,39218,136,4501.27%+1,847,058
MARVELL TECHNOLOGY INC COM(MRVL)130,217129,321-89611,065,83912,809,2560.90%+1,743,417
COCA COLA CO COM(KO)257,932258,672+74018,032,04319,672,0241.38%+1,639,981
DUKE ENERGY CORP NEW COM NEW(DUK)117,765117,785+2013,803,22215,422,7061.08%+1,619,484
CHART INDS INC COM(GTLS)07,637+7,63701,578,9500.11%+1,578,950
CONOCOPHILLIPS COM(COP)52,27948,988-3,2914,893,8006,466,3640.45%+1,572,564
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
516,671538,754+22,08343,271,19844,581,8673.12%+1,310,669
UBER TECHNOLOGIES INC COM(UBER)016,309+16,30901,173,0760.08%+1,173,076
GILEAD SCIENCES INC COM(GILD)121,737114,880-6,85714,942,04716,010,7761.12%+1,068,729
VANGUARD FTSE DEVELOPED MARKETS ETF6,72022,883+16,163419,7981,466,3430.10%+1,046,545
SEMPRA COM(SRE)113,417112,519-89810,013,60410,933,5060.77%+919,902
CHEVRON CORPORATION COM(CVX)103,66080,621-23,03915,798,74916,680,4581.17%+881,709
BRISTOL-MYERS SQUIBB CO COM(BMY)171,095166,362-4,7339,228,86410,089,8370.71%+860,973
KINDER MORGAN INC DEL COM(KMI)157,992152,168-5,8244,343,1965,102,1840.36%+758,988
CONSTELLATION BRANDS INC CL A(STZ)58,36158,478+1178,051,4688,771,7700.61%+720,302
MCDONALDS CORP COM(MCD)100,394100,691+29730,683,26731,293,7312.19%+610,464
VANGUARD HIGH DIVIDEND YIELD INDEX ETF102,056102,764+70814,647,01415,219,2881.07%+572,274
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
369,029378,511+9,48214,890,32815,454,6231.08%+564,295
STRYKER CORPORATION COM(SYK)7,6639,861+2,1982,693,3153,240,2260.23%+546,911
EOG RES INC COM(EOG)14,01113,336-6751,471,2951,927,9860.13%+456,691
APPLIED MATLS INC COM8,4497,580-8692,171,3092,590,7680.18%+419,459
HERSHEY CO COM(HSY)16,51616,360-1563,005,6213,401,0060.24%+395,385
WASTE MGMT INC DEL COM(WM)01,601+1,6010367,9100.03%+367,910
FLEXSHARES STOXX US ESG SELECT INDEX FUND
STOX US ESG SLCT
02,278+2,2780345,6640.02%+345,664
ANALOG DEVICES INC COM(ADI)11,95311,249-7043,241,5643,578,6520.25%+337,088
DARLING INGREDIENTS INC COM(DAR)12,82712,825-2461,772793,2260.06%+331,454
AMERIPRISE FINL INC COM(AMP)0742+7420329,7490.02%+329,749
VERIZON COMMUNICATIONS INC COM(VZ)58,32652,992-5,3342,375,6042,660,1970.19%+284,593
TARGET CORP COM(TGT)20,51418,793-1,7212,005,2022,277,6660.16%+272,464
MOTOROLA SOLUTIONS INC COM NEW(MSI)9881,488+500378,693645,7170.05%+267,024
HARTFORD INSURANCE GROUP INC COM(HIG)01,946+1,9460263,1580.02%+263,158
STARBUCKS CORP COM(SBUX)38,00438,485+4813,200,3503,447,9060.24%+247,556
ONTO INNOVATION INC COM(ONTO)4,7414,7410748,414972,2370.07%+223,823
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 ETF
ENERGY ETF
01,214+1,2140210,0710.01%+210,071
YUM BRANDS INC COM(YUM)01,320+1,3200205,2340.01%+205,234
UNITEDHEALTH GROUP INC COM(UNH)29,29536,455+7,1609,670,5439,864,2530.69%+193,710
INTEL CORP COM(INTC)24,76624,616-150913,8541,086,2900.08%+172,436
LITTELFUSE INC COM(LFUS)1,9261,9260487,124653,5880.05%+166,464
VANGUARD SMALL-CAP ETF22,95423,238+2845,921,0196,086,5320.43%+165,513
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)4,4734,481+81,359,3001,514,3540.11%+155,054
CATERPILLAR INC COM(CAT)1,6331,539-94935,5471,090,3830.08%+154,836
ALLIANT ENERGY CORP COM(LNT)20,24820,250+21,316,3031,453,1410.10%+136,838
LOCKHEED MARTIN CORP COM(LMT)578657+79279,561397,0840.03%+117,523
ENTEGRIS INC COM(ENTG)3,5503,5500299,088416,2020.03%+117,114
VANGUARD S&P 500 ETF4,7215,146+4252,960,3933,074,7800.22%+114,387
TRAVELERS COMPANIES INC COM(TRV)59,31959,347+2817,205,94517,310,3091.21%+104,364
PALO ALTO NETWORKS INC COM(PANW)1,4112,258+847259,859361,9620.03%+102,103
PEPSICO INC COM(PEP)9,6619,556-1051,386,5851,483,9300.10%+97,345
AIR PRODUCTS AND CHEMICALS INC COM2,0202,0200498,980586,7900.04%+87,810
GE VERNOVA INC COM(GEV)400396-4261,369345,5900.02%+84,221
NVENT ELEC PLC SHS(NVT)5,1255,1250522,596606,1850.04%+83,589
ISHARES NATIONAL MUNI BOND ETF9,86810,725+8571,056,9611,138,4590.08%+81,498
COSTCO WHOLESALE CORPORATION COM(COST)410435+25353,336433,1890.03%+79,853
NEXTERA ENERGY INC COM(NEE)6,8046,722-82546,256624,3760.04%+78,120
ONEOK INC NEW COM(OKE)4,3464,3460319,428392,8310.03%+73,403
FEDEX CORP COM(FDX)973986+13281,019351,3250.02%+70,306
FASTENAL CO COM(FAST)10,08810,113+25404,831469,2430.03%+64,412
AGNICO EAGLE MINES LTD COM(AEM)2,7592,614-145467,733530,5900.04%+62,857
WEC ENERGY GROUP INC COM(WEC)6,8086,715-93717,982777,3740.05%+59,392
PFIZER INC COM(PFE)20,39419,985-409507,811561,1790.04%+53,368
INTUITIVE SURGICAL INC COM NEW4,9736,217+1,2442,816,4802,865,9520.20%+49,472
MICRON TECHNOLOGY INC COM(MU)787804+17224,669271,6840.02%+47,015
LABCORP HOLDINGS INC COM SHS(LH)4,5224,422-1001,134,4791,179,8340.08%+45,355
DATAVAULT AI INC COM SHS55,000129,184+74,18435,86679,8740.01%+44,008
XCEL ENERGY INC COM(XEL)7,5697,516-53559,040597,0920.04%+38,052
VANGUARD VALUE ETF1,3241,477+153252,871289,7870.02%+36,916
MCKESSON CORP COM(MCK)384405+21314,991350,4710.02%+35,480
ISHARES MSCI EMERGING MARKETS ETF15,60015,6000853,476885,9240.06%+32,448
SOUTHERN CO COM(SO)3,3533,317-36292,348320,1200.02%+27,772
DARDEN RESTAURANTS INC COM(DRI)2,4502,425-25450,849475,3970.03%+24,548
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)9,8509,8500325,247349,0840.02%+23,837
STATE STREET SPDR S&P 500 ETF(SPY)1,4651,573+108999,3451,022,6840.07%+23,339
CARRIER GLOBAL CORPORATION COM(CARR)6,1556,1550325,230346,5880.02%+21,358
VANGUARD EXTENDED MARKET ETF1,6291,748+119340,656359,7380.03%+19,082
COLGATE PALMOLIVE CO COM(CL)3,0003,0000237,060255,6900.02%+18,630
TRANE TECHNOLOGIES PLC SHS(TT)684682-2266,213284,2170.02%+18,004
NUCOR CORP COM(NUE)2,8302,8300461,601478,5530.03%+16,952
C H ROBINSON WORLDWIDE IN COM NEW(CHRW)2,7582,770+12443,376460,0140.03%+16,638
FULLER H B CO COM(FUL)6,6006,6000392,436407,0880.03%+14,652
TJX COS INC NEW COM(TJX)2,1732,177+4333,733347,6030.02%+13,870
SNAP ON INC COM(SNA)6916910238,189251,0590.02%+12,870
ISHARES CORE S&P SMALL CAP ETF3,3383,321-17401,161412,8340.03%+11,673
AMER STATES WTR CO COM3,2003,2000231,936241,9840.02%+10,048
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