Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STONEBRIDGE CAPITAL MANAGEMENT INC (CIK 51812) reported $219.9M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SWVXX ($21.9M, 9.97%), AAPL ($18.0M, 8.16%), MSFT ($16.1M, 7.32%), POGRX ($9.1M, 4.15%), ORCL ($9.0M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SWVXX | SCHWAB FAMILY FDS VL | $21.9M | 9.97% | 21.9M | Trimmed |
| 2 | AAPL | APPLE COMPUTER INC | $18.0M | 8.16% | 70,738 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $16.1M | 7.32% | 43,465 | Trimmed |
| 4 | POGRX | PRIMECAP ODYSSEY FUND | $9.1M | 4.15% | 260,414 | Trimmed |
| 5 | ORCL | ORACLE CORP | $9.0M | 4.08% | 60,987 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $8.0M | 3.62% | 32,542 | Trimmed |
| 7 | CAT | CATERPILLAR INC | $6.9M | 3.12% | 9,672 | Trimmed |
| 8 | GD | GENERAL DYNAMICS CORP | $6.4M | 2.92% | 18,703 | Trimmed |
| 9 | CVX | CHEVRON CORPORATION | $5.9M | 2.70% | 28,725 | Trimmed |
| 10 | SYK | STRYKER CORP | $5.9M | 2.67% | 17,900 | Trimmed |
| 11 | CSCO | CISCO SYS INC | $5.7M | 2.58% | 73,042 | Trimmed |
| 12 | GOOG | ALPHABET CLASS C | $5.7M | 2.58% | 19,785 | Trimmed |
| 13 | TSM | TAIWAN SEMI ADR | $5.6M | 2.55% | 16,590 | Trimmed |
| 14 | PEP | PEPSICO INC | $5.6M | 2.54% | 36,020 | Trimmed |
| 15 | INTC | INTEL CORP | $5.5M | 2.52% | 125,446 | Trimmed |
| 16 | KO | COCA-COLA CO | $5.5M | 2.49% | 72,061 | Trimmed |
| 17 | NVDA | NVIDIA CORP COM | $4.9M | 2.25% | 28,344 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY IN | $4.4M | 1.99% | 9,147 | Trimmed |
| 19 | INTU | INTUIT INC COM | $4.1M | 1.87% | 9,521 | Trimmed |
| 20 | IBM | INTL BUSINESS MACHINE | $3.8M | 1.73% | 15,740 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC COM | $3.8M | 1.72% | 11,055 | Trimmed |
| 22 | WSM | WILLIAMS SONOMA INC | $3.1M | 1.39% | 16,750 | Trimmed |
| 23 | GOOGL | ALPHABET CLASS A | $3.0M | 1.38% | 10,555 | Trimmed |
| 24 | SBUX | STARBUCKS CORP | $3.0M | 1.35% | 33,210 | Trimmed |
| 25 | XOM | EXXON MOBIL CORPORATI | $2.9M | 1.32% | 17,154 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31