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Debra Newman

Stonebridge Capital Management Inc

Assets Managed
$219.915M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-14%(2Q avg: -1.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Capital Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 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 2026 - Q1, they manage 219.915M in assets, with a quarterly growth rate of -14% and a 2-quarter average growth rate of -1.73%. The portfolio is managed by Debra Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SWVXX
Schwab Value Adv Money-inv
Recent Activity
Decreased -10.31%
9.98%
$21.932M
21.932M shares@ $1.0 avg price
AAPL
Apple Inc
Recent Activity
Decreased -18.44%
8.17%
$17.953M
70,738 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -13.22%
7.32%
$16.089M
43,465 shares@ $370.18 avg price
POGRX
Primecap Odyssey Growth
Recent Activity
Decreased -1.48%
4.15%
$9.12M
260,414 shares@ $35.03 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -21.32%
4.08%
$8.972M
60,987 shares@ $147.12 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -15.9%
3.62%
$7.955M
32,542 shares@ $244.44 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -18.53%
3.12%
$6.852M
9,672 shares@ $708.46 avg price
GD
General Dynamics Corp
Recent Activity
Decreased -25.46%
2.92%
$6.419M
18,703 shares@ $343.23 avg price
CVX
Chevron Corp
Recent Activity
Decreased -14.5%
2.71%
$5.943M
28,725 shares@ $206.91 avg price
SYK
Stryker Corp
Recent Activity
Decreased -27.9%
2.68%
$5.882M
17,900 shares@ $328.59 avg price

1-10 of 80