Fund Holdings — J. L. Bainbridge & Co., Inc.

Total Portfolio Value
$1.11B
Total Bought
$68.70M
Total Sold
$180.07M
Net Transaction
-$111.37M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
NVIDIA CORPORATION COM(NVDA)17,332148,181+130,8493,23225,8432.33%+22,610
ISHARES LARGE CAP MAX BUFFER DEC ETF
LARG CAP DEC ETF
0682,097+682,097018,1241.63%+18,124
BLACKSTONE INC COM(BX)179,722313,105+133,38327,70236,0043.25%+8,302
EATON CORP PLC SHS(ETN)159,971158,416-1,55550,95256,6605.11%+5,708
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)155,295148,280-7,01547,19350,1114.52%+2,919
META PLATFORMS INC CL A(META)74,06790,193+16,12648,89151,6024.65%+2,711
AMAZON COM INC COM(AMZN)248,694284,831+36,13757,40459,3225.35%+1,918
NETFLIX INC. COM(NFLX)5,39917,946+12,5475061,7260.16%+1,219
POPULAR INC COM NEW(BPOP)2,76310,616+7,8533441,4240.13%+1,080
NEXTERA ENERGY INC COM(NEE)120,475111,892-8,5839,67210,3930.94%+721
ISHARES 0-3 MONTH TREASURY BOND ETF03,473+3,47303500.03%+350
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
03,291+3,29102980.03%+298
SANDISK CORP COM(SNDK)0374+37402380.02%+238
RAYONIER ADVANCED MATLS INC COM(RYAM)45,17645,17602665000.05%+234
WESTERN DIGITAL CORP COM(WDC)0839+83902270.02%+227
ISHARES CORE S&P 500 ETF620898+2784255870.05%+162
EXXON MOBIL CORP COM4,4504,101-3495366960.06%+160
MICRON TECHNOLOGY INC COM(MU)9001,193+2932574030.04%+146
CONOCOPHILLIPS COM(COP)3,6443,632-123414790.04%+138
WALMART INC COM(WMT)9,6539,715+621,0751,2070.11%+132
CHEVRON CORPORATION COM(CVX)2,1352,200+653254550.04%+130
GE VERNOVA INC COM(GEV)514527+133364600.04%+124
COSTCO WHOLESALE CORPORATION COM(COST)687700+135926970.06%+105
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
9,20313,330+4,1272233230.03%+100
AT&T INC COM(T)20,84821,137+2895186130.06%+95
SCHWAB U.S. LARGE-CAP ETF17,31221,284+3,9724665460.05%+80
ISHARES GOLD TRUST(IAU)3,5764,195+6192903700.03%+80
ISHARES RUSSELL 2000 ETF9611,200+2392372980.03%+61
LOCKHEED MARTIN CORP COM(LMT)49249202382970.03%+59
COCA COLA CONS INC COM(COKE)1,5001,50002302880.03%+58
VERIZON COMMUNICATIONS INC COM(VZ)6,0856,08502483050.03%+58
SCHWAB INTERNATIONAL EQUITY ETF8,61710,507+1,8902072600.02%+53
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
4,9515,851+9002833320.03%+48
ALERIAN MLP ETF
ALERIAN MLP
5,4095,680+2712542990.03%+45
SOUTHERN CO COM(SO)4,5314,534+33954380.04%+43
THE CIGNA GROUP COM(CI)119,628123,590+3,96232,92532,9682.97%+42
CATERPILLAR INC COM(CAT)419397-222402810.03%+41
COCA COLA CO COM(KO)5,3315,439+1083734140.04%+41
SCHWAB U.S. SMALL-CAP ETF17,15218,173+1,0214885280.05%+40
ALTRIA GROUP INC COM(MO)4,6614,503-1582692970.03%+28
ITT INC COM(ITT)1,5271,52702652910.03%+26
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF6,5506,55002963200.03%+24
MCDONALDS CORP COM(MCD)2,0582,101+436296530.06%+24
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
87887803163370.03%+20
PHILIP MORRIS INTL INC COM(PM)3,4833,491+85595770.05%+19
WISDOMTREE U.S. HIGH DIVIDEND FUND(WT)2,3062,30602352520.02%+17
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF17,99817,99805675840.05%+17
STARBUCKS CORP COM(SBUX)2,8022,808+62362520.02%+16
ISHARES CORE S&P SMALL CAP ETF1,7361,797+612092230.02%+15
ISHARES CORE S&P MID-CAP ETF6,0736,134+614014140.04%+13
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF19,77719,77705385510.05%+13
PROCTER & GAMBLE CO COM(PG)8,1418,145+41,1671,1760.11%+10
NUVEEN PFD & INCOME OPPORTUNIT COM(JPC)18,99121,629+2,6381541630.01%+9
PLUG PWR INC COM NEW(PLUG)21,11121,683+57242490.00%+7
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)37537502262310.02%+5
TRICO BANCSHARES COM(TCBK)23,00023,00001,0901,0930.10%+4
CISCO SYS INC COM(CSCO)3,5663,563-32752760.02%+2
NUVEEN NY DIVI ADV COM(NAN)10,45010,581+1311181180.01%0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
IBONDS DEC2026
9,1489,14802222220.02%0
BANK OF AMER CORP COM9,64410,870+1,2265305300.05%-1
NORFOLK SOUTHN CORP COM(NSC)1,0001,00002892870.03%-2
ISHARES TIPS BOND ETF2,1932,146-472412370.02%-4
HARTFORD INSURANCE GROUP INC COM(HIG)2,0002,00002762700.02%-5
ATOSSA THERAPEUTICS INC COM(ATOS)11,1210-11,12170—-7
ISHARES BITCOIN TRUST ETF(IBIT)10,22912,977+2,7485084990.04%-9
ABBVIE INC COM(ABBV)1,8841,930+464304200.04%-11
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
1,5411,54102222050.02%-17
ROYAL BK CDA COM(RY)2,5002,521+214264080.04%-18
ISHARES LARGE CAP MAX BUFFER MAR ETF
LARG CAP MAR ETF
156,835153,894-2,9414,1144,0900.37%-24
EMPIRE ST RLTY OP L P UNIT LTD PRTNSP(ESBA)24,20624,20601521220.01%-30
XYLEM INC COM(XYL)1,8551,85502532220.02%-31
EMERSON ELEC CO COM(EMR)2,1741,902-2722882490.02%-39
VISA INC COM CL A(V)732697-352572110.02%-46
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF5,5674,691-8762942470.02%-48
VANGUARD S&P 500 ETF506448-583182680.02%-50
HOME DEPOT INC COM(HD)2,5952,554-418938400.08%-53
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
861839-226495850.05%-64
STATE STREET SPDR S&P 500 ETF(SPY)2,2862,273-131,5591,4780.13%-80
SCHWAB CHARLES CORP COM(SCHW)15,60115,60101,5591,4660.13%-93
JPMORGAN CHASE & CO COM(JPM)3,0603,036-249868930.08%-93
PALANTIR TECHNOLOGIES INC CL A(PLTR)2,1691,919-2503862810.03%-105
BROADCOM INC COM(AVGO)4,3074,458+1511,4911,3800.12%-111
US BANCORP COM NEW(USB)98,53098,53005,2585,1250.46%-133
INVESCO QQQ TRUST SERIES I4,3194,338+192,6532,5040.23%-149
BLACKROCK INC COM(BLK)1,6561,661+51,7721,5970.14%-175
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
4,3570-4,3572050—-205
CROWDSTRIKE HLDGS INC CL A(CRWD)4380-4382050—-205
VANGUARD TOTAL STOCK MARKET ETF9,0508,755-2953,0342,8090.25%-226
ORACLE CORP COM(ORCL)1,3180-1,3182570—-257
ZEBRA TECHNOLOGIES CORPORATION CL A(ZBRA)1,0900-1,0902650—-265
JOHNSON & JOHNSON COM(JNJ)6,7513,233-3,5181,3977900.07%-607
TESLA INC COM(TSLA)4,4122,221-2,1911,9848260.07%-1,159
ISHARES LARGE CAP MAX BUFFER JUN ETF
LARG CAP JUN ETF
951,277902,170-49,10726,82125,4052.29%-1,416
BERKSHIRE HATHAWAY INC DEL CL B NEW49,80447,746-2,05825,03422,8802.06%-2,154
SALESFORCE INC COM(CRM)31,99528,349-3,6468,4765,2920.48%-3,184
DISNEY WALT CO COM(DIS)209,323209,162-16123,81520,1591.82%-3,656
GE AEROSPACE COM NEW(GE)109,673103,395-6,27833,78329,3402.64%-4,442
GENERAL MTRS CO COM(GM)580,580569,203-11,37747,21342,4063.82%-4,807
GOLDMAN SACHS GROUP INC COM(GS)88,50285,062-3,44077,79371,9626.49%-5,832
ALPHABET INC CAP STK CL C(GOOG)206,806194,699-12,10764,89655,8515.03%-9,044
Page 1 of 2
J. L. Bainbridge & Co., Inc. — 13F Holdings — Q1 2026 | TickerTrail