13F
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Stonebridge Capital Advisors LLC

13F equity value
$1.4B
Positions
211
Top 10 concentration
36.0%
Quarters / total new picks
29 / 1,412
13F equity value over time
$0M$722M$1B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 29 quarters, returned +3.3% per quarter — versus +1.7% per quarter from simply owning every 13F stock. It beat that baseline in only 48.3% of quarters (excess t = 0.40, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.3%
t-stat
0.40
Quarterly win rate
48%
Annualized excess
+4.6%
$1 → follow vs universe
$2.00 vs $1.47
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120201231: universe 1.26620210331: universe 1.27720210930: universe 1.14620211231: universe 0.97620220630: universe 0.90420220930: universe 0.97120221231: universe 0.90220230331: universe 0.95020230630: universe 0.91620230930: universe 1.04020231231: universe 1.08620240331: universe 1.11120240630: universe 1.21220240930: universe 1.20120241231: universe 1.12120250331: universe 1.22220250630: universe 1.26020250930: universe 1.41720251231: universe 1.466 20180331: follow 1.08320180630: follow 1.12420180930: follow 1.22220181231: follow 1.12020190331: follow 1.09120190630: follow 1.17820190930: follow 1.20820191231: follow 0.96120200331: follow 1.41120200630: follow 1.39320201231: follow 1.50520210331: follow 1.57020210930: follow 1.38620211231: follow 1.10820220630: follow 1.02020220930: follow 1.10420221231: follow 1.01920230331: follow 1.08120230630: follow 1.10020230930: follow 1.20720231231: follow 1.66620240331: follow 1.68320240630: follow 1.69020240930: follow 1.69320241231: follow 1.64720250331: follow 1.66020250630: follow 1.61120250930: follow 1.68120251231: follow 2.002 0.83 1.50 2.16 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 211 · 2026 Q1

Ticker Value Weight QoQ
VCSH $80M
5.6%
ADD
AAPL $70M
4.9%
TRIM
GOOGL $61M
4.3%
TRIM
MSFT $60M
4.2%
ADD
IVV $50M
3.5%
HOLD
AMZN $47M
3.3%
ADD
VCIT $45M
3.1%
ADD
VEU $36M
2.5%
ADD
JPM $34M
2.4%
HOLD
META $32M
2.3%
HOLD
MCD $31M
2.2%
HOLD
NVDA $29M
2.1%
HOLD
WMT $27M
1.9%
HOLD
XOM $23M
1.6%
TRIM
V $22M
1.5%
HOLD
JNJ $21M
1.5%
TRIM
HD $20M
1.4%
HOLD
PG $20M
1.4%
TRIM
KO $20M
1.4%
HOLD
AVGO $19M
1.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AMPESGFCXGTLSHIGMONFLXNOWUBERVDEVWOWMWWDYUM

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.