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Debra Newman

@Stonebridge Capital Management Inc

Latest period2024 - Q4ReportedManaged Assets$244.215MTotal holdings79
Assets growth rate-3.05%Assets growth rate (2-Q avg)2.22%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Capital Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Stonebridge Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 244.215M in assets, with a quarterly growth rate of -3.05% and a 2-quarter average growth rate of 2.22%. The portfolio is managed by Debra Newman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$1.078M
1,135 shares@ $949.78 avg price
FCNCAFirst Ctzns Bancshares Inc Ncl
Recent Activity
Exited
0%
$228,000
124 shares@ $1838.71 avg price
GISGeneral Mills, Inc.
Recent Activity
Exited
0%
$225,000
3,050 shares@ $73.78 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
Exited
0%
$213,000
5,203 shares@ $40.94 avg price
NEENextera Energy Inc Com
Recent Activity
Exited
0%
$203,000
2,400 shares@ $84.59 avg price
NSRGFNestle S A Shs Nom New
Recent Activity
Exited
0%
$201,000
2,000 shares@ $100.5 avg price