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| Stonebridge Capital Management Inc
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|
|
|---|---|
| CRD # | 106073 |
| SEC # | 801-5363 |
| CIK # | 0000051812 |
| AUM | $328.5 MM (2023-03-30) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 310-277-1450 |
| Address | 1801 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0000051812 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Oracle Corp | 182,760.6 | 0.0 | |
| PepsiCo Inc | 226,773.9 | 0.0 | |
| Stryker Corp | 74,798.9 | 0.0 | |
| Coca Cola Co | 269,985.6 | 0.0 | |
| General Dynamics Corp | 61,231.2 | 0.0 | |
| Johnson & Johnson | 465,600.2 | 0.0 | |
| Chevron Corp | 294,604.1 | 0.0 | |
| Intuit Inc | 108,963.5 | 0.0 | |
| Cisco Systems Inc | 178,309.9 | 0.0 | |
| Intel Corp | 154,482.4 | 0.0 | |
| Starbucks Corp | 87,554.3 | 0.0 | |
| Ferrari NV | 33,841.6 | 0.0 | |
| Alphabet Inc | 1,482,566.4 | 0.0 | |
| International Business Machines Corp | 127,593.9 | 0.0 | |
| Procter & Gamble Co | 338,108.9 | 0.0 | |
| Walt Disney Co | 174,716.7 | 0.0 | |
| Caterpillar Inc | 99,975.7 | 0.0 | |
| Merck & Co Inc | 232,371.9 | 0.0 | |
| Gallagher Arthur J & Co | 34,278.9 | 0.0 | |
| Exxon Mobil Corp | 385,508.3 | 0.0 | |
| Canadian Pacific Railway Ltd/Cn | 65,184.1 | 0.0 | |
| Dentsply International Inc /DE/ | 7,719.6 | 0.0 | |
| Applied Materials Inc /DE | 82,662.4 | 0.0 | |
| Bristol Myers Squibb Co | 167,557.4 | 0.0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 25.1 |
| (b) Individuals (high net worth individuals) | 104 | 287.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.2 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 328.5 |
| By Discretionary | ||
| Discretionary | 314 | 327.2 |
| Non-Discretionary | 2 | 1.3 |
| Total | 316 | 328.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.5 | |
| Total | 316 | 328.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000051812] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sierra Ocean LLC
✚
|
CA | 0.3 |
|
BCR Wealth Strategies LLC
✚
|
AL | 0.3 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.3 |
|
Clarify Wealth Management Inc
✚
|
OH | 0.3 |
|
HW Capital LLC
✚
|
CA | 0.3 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.3 |
|
Quantum Financial Services Inc
✚
|
IN | 0.3 |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.3 |
|
Tealwood Asset Management Inc
✚
|
MN | 0.3 |
|
BNA Wealth Inc
✚
|
SC | 0.3 |