Stonebridge Capital Management Inc.
Annual return '25
+20.5%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$439.8M
Holdings
80
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SWVXX
SCHWAB FAMILY FDS VL
Held since at least Q1 2024
10.1%
02
$AAPL
APPLE COMPUTER INC
Held since at least Q1 2024
8.2%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
7.4%
04
$POGRX
PRIMECAP ODYSSEY FUND
Held since at least Q1 2024
4.2%
05
$ORCL
ORACLE CORP
Held since at least Q1 2024
4.1%
06
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
3.7%
07
$CAT
CATERPILLAR INC
Held since at least Q1 2024
3.1%
08
$GD
GENERAL DYNAMICS CORP
Held since at least Q1 2024
2.9%
09
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
2.7%
10
$SYK
STRYKER CORP
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:41 UTC.