Fund HoldingsStonebridge Capital Advisors LLC

Total Portfolio Value
$996.61M
Total Bought
$131.45M
Total Sold
$84.00M
Net Transaction
+$47.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
160,795331,811+171,01612,08425,6722.58%+13,588
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
15,560152,045+136,4851,18212,3581.24%+11,176
MCDONALDS CORP COM(MCD)084,910+84,910025,1772.53%+25,177
APPLE INC COM(AAPL)0299,129+299,129057,5915.78%+57,591
MICROSOFT CORP COM(MSFT)0122,977+122,977046,2444.64%+46,244
AMAZON COM INC COM(AMZN)0196,932+196,932029,9223.00%+29,922
QUALCOMM INC COM(QCOM)0124,949+124,949018,0711.81%+18,071
BLACKROCK INC COM(BLK)024,543+24,543019,9242.00%+19,924
CORTEVA INC COM(CTVA)087,562+87,56204,1960.42%+4,196
JPMORGAN CHASE & CO COM(JPM)153,907155,081+1,17422,32026,3792.65%+4,060
EXPEDIA GROUP INC COM NEW(EXPE)070,582+70,582010,7141.08%+10,714
META PLATFORMS INC CL A(META)59,63459,070-56417,90320,9082.10%+3,006
US BANCORP DEL COM NEW(USB)264,183270,941+6,7588,73411,7261.18%+2,992
ALPHABET INC CAP STK CL A(GOOG)233,211239,393+6,18230,51833,4413.36%+2,923
HOME DEPOT INC COM(HD)052,824+52,824018,3061.84%+18,306
BOEING CO COM(BA)034,536+34,53609,0020.90%+9,002
ADVANCED MICRO DEVICES INC COM(AMD)51,89853,804+1,9065,3367,9310.80%+2,595
SALESFORCE INC COM(CRM)040,502+40,502010,6581.07%+10,658
TRAVELERS COMPANIES INC COM(TRV)063,319+63,319012,0621.21%+12,062
ISHARES CORE S&P 500 ETF054,402+54,402025,9842.61%+25,984
GOLDMAN SACHS GROUP INC COM(GS)016,372+16,37206,3160.63%+6,316
NIKE INC CL B(NKE)0121,115+121,115013,1491.32%+13,149
VISA INC COM CL A(V)062,550+62,550016,2851.63%+16,285
HONEYWELL INTL INC COM(HON)059,082+59,082012,3901.24%+12,390
COCA COLA CO COM(KO)0264,536+264,536015,5891.56%+15,589
HUNTINGTON INGALLS INDS INC COM(HII)030,115+30,11507,8190.78%+7,819
DISNEY WALT CO COM(DIS)0132,720+132,720011,9831.20%+11,983
ANALOG DEVICES INC COM(ADI)059,920+59,920011,8981.19%+11,898
DUKE ENERGY CORP NEW COM NEW(DUK)89,00596,498+7,4937,8569,3640.94%+1,509
SYSCO CORP COM(SYY)038,830+38,83002,8400.28%+2,840
MEDTRONIC PLC SHS(MDT)152,841161,177+8,33611,97713,2781.33%+1,301
GENERAL MLS INC COM(GIS)032,671+32,67102,1280.21%+2,128
MERCK & CO INC COM(MRK)0128,309+128,309013,9881.40%+13,988
MARRIOTT INTL INC NEW CL A(MAR)37,53538,162+6277,3788,6060.86%+1,228
CROWDSTRIKE HLDGS INC CL A(CRWD)11,36411,989+6251,9023,0610.31%+1,159
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
0148,753+148,75305,9590.60%+5,959
GILEAD SCIENCES INC COM(GILD)113,486118,135+4,6498,5059,5700.96%+1,066
VERIZON COMMUNICATIONS INC COM(VZ)0216,677+216,67708,1690.82%+8,169
THERMO FISHER SCIENTIFIC INC COM(TMO)024,666+24,666013,0931.31%+13,093
JOHNSON & JOHNSON COM(JNJ)095,614+95,614014,9861.50%+14,986
NVIDIA CORPORATION COM(NVDA)018,147+18,14708,9870.90%+8,987
TARGET CORP COM(TGT)026,335+26,33503,7510.38%+3,751
AGNICO EAGLE MINES LTD COM(AEM)0136,057+136,05707,4630.75%+7,463
KINDER MORGAN INC DEL COM(KMI)0564,932+564,93209,9651.00%+9,965
AT&T INC COM(T)0485,119+485,11908,1400.82%+8,140
BHP GROUP LTD SPONSORED ADS083,391+83,39105,6960.57%+5,696
OLD NATL BANCORP IND COM(ONB)334,270334,27004,8605,6460.57%+786
VANGUARD TAX-EXEMPT BOND ETF26,01039,663+13,6531,2512,0250.20%+774
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND091,445+91,44505,1340.52%+5,134
ELI LILLY & CO COM(LLY)1,7412,826+1,0859351,6480.17%+712
VANGUARD HIGH DIVIDEND YIELD INDEX ETF52,41354,889+2,4765,4156,1270.61%+712
SCHWAB CHARLES CORP COM(SCHW)047,901+47,90103,2960.33%+3,296
ISHARES RUSSELL MID-CAP GROWTH ETF052,558+52,55805,4900.55%+5,490
UNITED PARCEL SERVICE INC CL B(UPS)066,326+66,326010,4281.05%+10,428
UNITEDHEALTH GROUP INC COM(UNH)23,76023,947+18711,98012,6081.27%+628
AMERICAN AIRLS GROUP INC COM(AAL)045,499+45,49906250.06%+625
GRACO INC COM(GGG)040,880+40,88003,5470.36%+3,547
SPDR S&P 500 ETF TRUST(SPY)03,634+3,63401,7270.17%+1,727
EATON CORP PLC SHS(ETN)019,850+19,85004,7800.48%+4,780
RTX CORPORATION COM(RTX)040,284+40,28403,3900.34%+3,390
WELLS FARGO CO NEW COM(WFC)055,926+55,92602,7530.28%+2,753
INTERNATIONAL BUSINESS MACHS COM(IBM)24,89924,185-7143,4933,9550.40%+462
BANK AMERICA CORP COM066,827+66,82702,2500.23%+2,250
INTEL CORP COM(INTC)36,32534,665-1,6601,2911,7420.17%+451
BALL CORP COM033,621+33,62101,9340.19%+1,934
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
6,7816,982+2012,0832,4500.25%+367
SCHWAB U.S. LARGE-CAP VALUE ETF060,131+60,13104,2150.42%+4,215
IQVIA HLDGS INC COM(IQV)09,536+9,53602,2060.22%+2,206
ISHARES RUSSELL 1000 GROWTH ETF09,042+9,04202,7410.28%+2,741
CITIGROUP INC COM NEW(C)035,049+35,04901,8030.18%+1,803
HERSHEY CO COM(HSY)010,925+10,92502,0370.20%+2,037
3M CO COM(MMM)02,812+2,81203070.03%+307
LABORATORY CORP AMER HLDGS COM NEW011,184+11,18402,5420.26%+2,542
APPLIED MATLS INC COM010,957+10,95701,7760.18%+1,776
EDWARDS LIFESCIENCES CORP COM024,388+24,38801,8600.19%+1,860
ABBOTT LABS COM020,351+20,35102,2400.22%+2,240
ELEVANCE HEALTH INC COM(ELV)05,221+5,22102,4620.25%+2,462
INTUITIVE SURGICAL INC COM NEW04,650+4,65001,5690.16%+1,569
ALLIANT ENERGY CORP COM(LNT)19,78023,182+3,4029581,1890.12%+231
ORACLE CORP COM(ORCL)0136,933+136,933014,4371.45%+14,437
MICROCHIP TECHNOLOGY INC. COM(MCHP)031,299+31,29902,8230.28%+2,823
STRYKER CORPORATION COM(SYK)08,054+8,05402,4120.24%+2,412
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
IBONDS DEC 28
20,89027,990+7,1005107160.07%+206
INVESCO LTD SHS(IVZ)069,188+69,18801,2340.12%+1,234
PRUDENTIAL FINL INC COM(PFH)21,54621,376-1702,0442,2170.22%+172
BIO-TECHNE CORP COM(TECH)06,766+6,76605220.05%+522
TORO CO COM11,76711,926+1599781,1450.11%+167
STARBUCKS CORP COM(SBUX)023,786+23,78602,2840.23%+2,284
ASSOCIATED BANC CORP COM38,00038,00006508130.08%+163
AMERICAN EXPRESS CO COM(AXP)02,437+2,43704570.05%+457
MARVELL TECHNOLOGY INC COM(MRVL)023,002+23,00201,3870.14%+1,387
HORMEL FOODS CORP COM(HRL)8,49714,350+5,8533234610.05%+138
ALPHABET INC CAP STK CL C(GOOG)020,218+20,21802,8490.29%+2,849
ONTO INNOVATION INC COM(ONTO)4,7414,74106057250.07%+120
KRAFT HEINZ CO COM(KHC)060,233+60,23302,2270.22%+2,227
CATERPILLAR INC COM(CAT)2,2612,477+2166177320.07%+115
FISERV INC COM(FISV)03,607+3,60704790.05%+479
ECOLAB INC COM(ECL)03,568+3,56807080.07%+708
ISHARES RUSSELL 2000 ETF06,252+6,25201,2550.13%+1,255
SEMPRA COM(SRE)041,766+41,76603,1210.31%+3,121
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