Fund HoldingsSTONEBRIDGE CAPITAL MANAGEMENT INC

Total Portfolio Value
$205.0K
Total Bought
$12.1K
Total Sold
$11.1K
Net Transaction
+$988
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SCHWAB FAMILY FDS VL ADV MNY I1,395,8375,040,607+3,644,770152.46%+4
MICROSOFT CORP(MSFT)48,42748,402-2515188.88%+3
INTEL CORP(INTC)160,246162,782+2,536683.99%+2
PFIZER INC(PFE)078,353+78,353021.10%+2
APPLE COMPUTER INC(AAPL)96,53895,838-70017189.00%+2
INTUIT INC COM(INTU)11,46011,410-50673.48%+1
GENERAL DYNAMICS CORP(GD)25,46825,813+345673.27%+1
PRIMECAP ODYSSEY FUNDS GROWTH240,738265,815+25,0779104.76%+1
STRYKER CORP(SYK)26,21025,960-250783.79%+1
INTL BUSINESS MACHINES CORP(IBM)20,84121,491+650341.71%+1
FERRARI N V COM
COM
13,02613,001-25442.15%+1
TAIWAN SEMI ADR(TSM)17,37019,670+2,300221.00%+1
WILLIAMS SONOMA INC(WSM)10,68510,520-165221.04%0
BOEING CO(BA)4,9314,9310110.63%0
ALPHABET CLASS C(GOOG)32,49032,390-100452.23%0
COCA-COLA CO(KO)91,10791,232+125552.62%0
CATERPILLAR INC(CAT)12,82212,722-100441.83%0
APPLIED MATLS INC COM16,83015,980-850231.26%0
ADVANCED MICRO DEVICES(AMD)7,5296,929-600110.50%0
QUALCOMM INC COM(QCOM)01,530+1,530000.11%0
ILLINOIS TOOL WORKS INC(ITW)6,8446,8440220.87%0
GSK PLC SPONSORED ADR(GSK)05,483+5,483000.10%0
AMAZON COM INC COM(AMZN)7,6957,6950110.57%0
BLACKROCK INC COM(BLK)1,1351,1350110.45%0
STARBUCKS CORP(SBUX)40,61840,478-140441.90%0
NORFOLK SOUTHN CORP(NSC)4,2204,2200110.49%0
MOODYS CORP COM(MCO)2,0002,0000110.38%0
MERCK & COMPANY(MRK)27,27227,022-250331.44%0
SIEMENS AG SPONSORED ADR6,0306,0300010.28%0
UNION PAC CORP(UNP)3,1183,1180110.37%0
MICRON TECHNOLOGY INC(MU)6,9006,9000010.29%0
CANADIAN PACIFIC KANSAS CITY C(CP)25,55725,5570220.99%0
DISNEY WALT PRODTNS(DIS)30,37328,483-1,890231.25%0
ALPHABET CLASS A(GOOG)15,43015,130-300221.03%0
MARTIN MARIETTA MATLS INC COM(MLM)1,0651,0650010.26%0
3M COMPANY COM(MMM)5,5205,498-22110.29%0
LABORATORY CORP AMER HLDGS COM3,9953,870-125110.43%0
ABBOTT LABS5,5225,5220110.30%0
NESTLE S A SPONSORED ADR28,84228,8420331.63%0
TARGET CORP(TGT)2,2502,2500000.16%0
MCDONALDS CORP(MCD)2,0152,0150110.29%0
JOHNSON & JOHNSON(JNJ)40,95941,109+150663.14%0
STATE STREET CORP(STT)6,0006,0000000.23%0
BERKSHIRE HATHAWAY INC DEL CL12,47412,424-50442.16%0
ACCENTURE PLC IRELAND SHS CLAS
SHS CLASS A
1,2481,2480000.21%0
DENTSPLY SIRONA INC COM(XRAY)49,84149,341-500220.86%0
AMGEN INC(AMGN)2,4712,4710110.35%0
COLGATE PALMOLIVE CO(CL)4,8804,8800000.19%0
REGENERON PHARMACEUTICALS COM(REGN)7357350110.32%0
CHUBB LIMITED COM
COM
1,8261,8260000.20%0
HONEYWELL INTERNATIONAL, INC.(HON)1,2501,2500000.13%0
AVERY DENNISON CORP1,5001,5000000.15%0
ABBVIE INC COM(ABBV)3,3473,3470010.25%0
BNY MELLON FDS TR NTL INT MUN25,53625,695+159000.16%0
PROCTER & GAMBLE COMPANY(PG)22,75722,7570331.63%0
BERKSHIRE HATHAWAY INC DEL CL110110.26%0
SUN LIFE FINL SVCS CDA INC COM(SLF)6,0405,845-195000.15%0
NESTLE S A SHS NOM NEW2,0002,0000000.11%0
GENERAL MILLS, INC.(GIS)3,2503,2500000.10%0
KIMBERLY CLARK CORP(KMB)3,8263,8260000.23%0
ROWE T PRICE SHORT TERM BD FCO22,47222,678+206000.05%0
WAL MART STORES INC(WMT)2,5007,500+5,000000.19%-0
NOVARTIS AG - ADR(NVS)14,37514,425+50110.71%-0
EMERSON ELEC CO(EMR)13,56913,369-200110.63%-0
GENUINE PARTS CO(GPC)2,0352,0350000.14%-0
TESLA MTRS INC COM(TSLA)993918-75000.11%-0
KELLOGG CO6,8256,8250000.19%-0
PEPSICO INC(PEP)44,43544,185-250883.66%-0
TRIO TECH INTL COM NEW23,00023,0000000.06%-0
GALLAGHER ARTHUR J & CO COM(AJG)11,98711,862-125331.30%-0
BECTON DICKINSON & CO(BDX)4,9004,9000110.58%-0
ORACLE CORP(ORCL)85,94685,371-575994.39%-0
BRISTOL MYERS SQUIBB CO(BMY)22,56522,5650110.56%-0
NVIDIA CORP COM(NVDA)4,7303,830-900220.93%-0
CISCO SYS INC(CSCO)95,69594,595-1,100552.33%-0
EXXON MOBIL CORPORATION21,72221,7220321.06%-0
CHEVRON CORPORATION(CVX)37,82237,472-350662.73%-1
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