Fund HoldingsJ. L. Bainbridge & Co., Inc.

Total Portfolio Value
$1.22B
Total Bought
$47.07M
Total Sold
$134.45M
Net Transaction
-$87.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO COM(LLY)61,78261,448-33447,13966,0375.41%+18,897
ALPHABET INC CAP STK CL A(GOOG)266,488260,133-6,35564,78381,4226.67%+16,638
ALPHABET INC CAP STK CL C(GOOG)212,977206,806-6,17151,87064,8965.31%+13,025
ISHARES LARGE CAP MAX BUFFER SEP ETF
LARG CAP SEP ETF
1,359,4581,833,229+473,77136,40649,4154.05%+13,009
GENERAL MTRS CO COM(GM)592,382580,580-11,80236,11847,2133.87%+11,095
APPLE INC COM(AAPL)481,816476,888-4,928122,685129,64710.62%+6,962
GOLDMAN SACHS GROUP INC COM(GS)89,69288,502-1,19071,42777,7936.37%+6,367
DELTA AIR LINES INC DEL COM NEW(DAL)0498,780+498,780034,6152.83%+34,615
AMAZON COM INC COM(AMZN)0248,694+248,694057,4044.70%+57,404
AMERICAN EXPRESS CO COM(AXP)91,11890,397-72130,26633,4422.74%+3,177
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)157,763155,295-2,46844,06247,1933.86%+3,131
AMAZON COM INC COM(AMZN)(Call)010,000+10,00002,308+2,308
GENERAL MTRS CO COM(GM)(Call)50,00050,00003,0494,066+1,018
QUALCOMM INC COM(QCOM)210,299209,804-49534,98535,8872.94%+902
GE AEROSPACE COM NEW(GE)109,950109,673-27733,07533,7832.77%+707
US BANCORP DEL COM NEW(USB)96,93098,530+1,6004,6855,2580.43%+573
NEXTERA ENERGY INC COM(NEE)121,192120,475-7179,1499,6720.79%+523
POPULAR INC COM NEW(BPOP)02,763+2,76303440.03%+344
VANGUARD S&P 500 ETF0506+50603180.03%+318
MICRON TECHNOLOGY INC COM(MU)0900+90002570.02%+257
COCA COLA CONS INC COM(COKE)01,500+1,50002300.02%+230
CROWDSTRIKE HLDGS INC CL A(CRWD)0438+43802050.02%+205
INVESCO QQQ TRUST SERIES I4,1194,319+2002,4732,6530.22%+180
GE AEROSPACE COM NEW(GE)(Call)20,00020,00006,0166,161+144
SPDR S&P 500 ETF TRUST(SPY)2,1902,286+961,4591,5590.13%+100
WALMART INC COM(WMT)9,6539,65309951,0750.09%+81
SCHWAB CHARLES CORP COM(SCHW)15,60115,60101,4891,5590.13%+69
TRICO BANCSHARES COM(TCBK)23,00023,00001,0211,0900.09%+68
ROYAL BK CDA COM(RY)2,5002,50003684260.03%+58
ISHARES GOLD TRUST(IAU)3,3763,576+2002462900.02%+45
CATERPILLAR INC COM(CAT)41941902002400.02%+40
TESLA INC COM(TSLA)4,3744,412+381,9451,9840.16%+39
JPMORGAN CHASE & CO. COM(JPM)3,0103,060+509499860.08%+37
BROADCOM INC COM(AVGO)4,4094,307-1021,4551,4910.12%+36
BANK AMERICA CORP COM9,6499,644-54985300.04%+33
CISCO SYS INC COM(CSCO)3,5653,566+12442750.02%+31
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
87887802873160.03%+30
GE VERNOVA INC COM(GEV)508514+63123360.03%+24
JOHNSON & JOHNSON COM(JNJ)7,4386,751-6871,3791,3970.11%+18
ALERIAN MLP ETF
ALERIAN MLP
5,1035,409+3062392540.02%+15
EXXON MOBIL CORP COM4,6264,450-1765225360.04%+14
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF6,6786,550-1282872960.02%+9
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
7711,541+7702172220.02%+5
ISHARES CORE S&P MID-CAP ETF6,0736,07303964010.03%+4
ISHARES RUSSELL 2000 ETF96196102332370.02%+4
MCDONALDS CORP COM(MCD)2,0582,05806256290.05%+4
EMERSON ELEC CO COM(EMR)2,1742,17402852880.02%+3
WISDOMTREE U.S. HIGH DIVIDEND FUND(WT)2,3062,30602322350.02%+2
ISHARES CORE S&P SMALL CAP ETF1,7361,73602062090.02%+2
HARTFORD INSURANCE GROUP INC COM(HIG)2,0552,000-552742760.02%+1
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF18,16017,998-1625665670.05%+1
NUVEEN NEW YORK QLT MUN INC FD COM10,19210,450+2581161180.01%+1
SCHWAB U.S. SMALL-CAP ETF17,47217,152-3204874880.04%+1
SCHWAB INTERNATIONAL EQUITY ETF8,8568,617-2392062070.02%+1
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
4,9514,95102832830.02%+1
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
9,2039,20302242230.02%-1
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
IBONDS DEC2026
9,1489,14802222220.02%-1
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF5,5675,56702952940.02%-1
NUVEEN PFD & INCOME OPPORTUNIT COM(JPC)18,99118,99101561540.01%-2
ATOSSA THERAPEUTICS INC COM11,12111,12101070.00%-3
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
4,4354,357-782082050.02%-3
CONOCOPHILLIPS COM(COP)3,6443,64403453410.03%-4
PLUG POWER INC COM NEW(PLUG)20,30621,111+80547420.00%-6
COCA COLA CO COM(KO)5,7355,331-4043803730.03%-8
ITT INC COM(ITT)1,5271,52702732650.02%-8
LOCKHEED MARTIN CORP COM(LMT)494492-22472380.02%-9
ABBVIE INC COM(ABBV)1,8991,884-154404300.04%-9
PHILIP MORRIS INTL INC COM(PM)3,5083,483-255695590.05%-10
NORFOLK SOUTHN CORP COM(NSC)1,0001,00003002890.02%-12
PALANTIR TECHNOLOGIES INC CL A(PLTR)2,1882,169-193993860.03%-14
ISHARES LARGE CAP MAX BUFFER MAR ETF
LARG CAP MAR ETF
158,104156,835-1,2694,1314,1140.34%-18
VERIZON COMMUNICATIONS INC COM(VZ)6,0856,08502672480.02%-20
XYLEM INC COM(XYL)1,8551,85502742530.02%-21
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF21,47219,777-1,6955655380.04%-27
EMPIRE ST RLTY OP L P UNIT LTD PRTNSP(ESBA)24,20624,20601801520.01%-28
SOUTHERN CO COM(SO)4,5274,531+44293950.03%-34
ALTRIA GROUP INC COM(MO)4,6924,661-313102690.02%-41
STARBUCKS CORP COM(SBUX)3,3022,802-5002792360.02%-43
COSTCO WHSL CORP NEW COM(COST)68768706365920.05%-43
SCHWAB U.S. LARGE-CAP ETF19,39217,312-2,0805114660.04%-45
VISA INC COM CL A(V)909732-1773102570.02%-54
ZEBRA TECHNOLOGIES CORPORATION CL A(ZBRA)1,0901,09003242650.02%-59
RAYONIER ADVANCED MATLS INC COM45,17645,17603262660.02%-60
SPDR S&P MIDCAP 400 ETF TRUST(MDY)484375-1092882260.02%-62
VANGUARD TOTAL STOCK MARKET ETF9,4699,050-4193,1083,0340.25%-73
AT&T INC COM(T)20,93720,848-895915180.04%-73
ISHARES BITCOIN TRUST ETF(IBIT)8,99610,229+1,2335855080.04%-77
ISHARES TIPS BOND ETF2,9022,193-7093232410.02%-82
ISHARES CORE S&P 500 ETF770620-1505154250.03%-91
PROCTER AND GAMBLE CO COM(PG)8,2208,141-791,2631,1670.10%-96
NETFLIX INC COM(NFLX)5105,399+4,8896115060.04%-105
ORACLE CORP COM(ORCL)1,3201,318-23712570.02%-114
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1,032861-1717716490.05%-122
HOME DEPOT INC COM(HD)2,5952,59501,0528930.07%-159
ISHARES LARGE CAP MAX BUFFER JUN ETF
LARG CAP JUN ETF
962,686951,277-11,40927,00326,8212.20%-182
MERCK & CO INC COM(MRK)2,4810-2,4812080-208
SCHWAB 5-10 YEAR CORPORATE BOND ETF9,1880-9,1882120-212
CHEVRON CORP NEW COM(CVX)3,6272,135-1,4925633250.03%-238
BLACKROCK INC COM(BLK)1,7321,656-762,0191,7720.15%-247
NVIDIA CORPORATION COM(NVDA)18,66117,332-1,3293,4823,2320.26%-249
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