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| Stonebridge Capital Management Inc
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|---|---|
| CRD # | 106073 |
| SEC # | 801-5363 |
| CIK # | 0000051812 |
| AUM | $268.7 M (2026-04-02) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 310-277-1450 |
| Address | 1801 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000051812 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.0 | ||
| Microsoft Corp | 16.1 | ||
| Oracle Corp | 9.0 | ||
| Johnson & Johnson | 8.0 | ||
| Caterpillar Inc | 6.9 | ||
| General Dynamics Corp | 6.4 | ||
| Chevron Corp | 5.9 | ||
| Stryker Corp | 5.9 | ||
| Alphabet Inc | 5.7 | ||
| Cisco Systems Inc | 5.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.6 | ||
| PepsiCo Inc | 5.6 | ||
| Intel Corp | 5.5 | ||
| Coca Cola Co | 5.5 | ||
| Nvidia Corp | 4.9 | ||
| Intuit Inc | 4.1 | ||
| International Business Machines Corp | 3.8 | ||
| Applied Materials Inc /DE | 3.8 | ||
| Williams Sonoma Inc | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| Starbucks Corp | 3.0 | ||
| Procter & Gamble Co | 2.8 | ||
| Merck & Co Inc | 2.5 | ||
| Ferrari NV | 2.5 | ||
| Walt Disney Co | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 14.4 |
| (b) Individuals (high net worth individuals) | 79 | 243.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.9 |
| (h) Charitable organizations | 1 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 268.7 |
| By Discretionary | ||
| Discretionary | 212 | 268.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 268.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.7 | |
| Total | 212 | 268.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000051812] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hardy & Hardy Co LLC
✚
|
OH | 0.3 |
|
Fortress Wealth Management Inc
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|
CA | 0.3 |
|
Atlas Fiduciary Services Inc
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NH | 0.3 |
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Dorado Wealth Management LLC
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0.3 | |
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Peak Financial Advisors LLC
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CO | 0.3 |
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Byrne Asset Management LLC
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NJ | 0.3 |
|
Andrews Advisory Associates LLC
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|
HI | 0.3 |
|
Sage Investment Advisers LLC
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|
NY | 0.3 |
|
JMK & Associates LLC
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|
WA | 0.3 |
|
BPM Wealth Advisors LLC
✚
|
CA | 0.3 |