STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 82K | $1.48M |
 | NVDA | 28K | $4.90M |
 | AMZN | 23K | $4.86M |
 | AAPL | 11K | $2.86M |
 | WMT | 10K | $1.18M |
 | BSX | 9K | $572.66K |
 | V | 8K | $2.35M |
 | GOOG | 7K | $1.88M |
 | RTX | 7K | $1.26M |
 | XOM | 6K | $1.02M |
 | MSFT | 5K | $1.95M |
 | NFLX | 4K | $417.29K |
 | ORCL | 4K | $582.75K |
 | DUK | 4K | $488.14K |
 | GOOGL | 4K | $1.05M |
 | APO | 4K | $389.97K |
 | LHX | 3K | $1.12M |
 | MA | 3K | $1.57M |
 | JNJ | 2K | $602.21K |
 | SO | 2K | $223.25K |
Ares Capital Corporation
ARCC
Shares Held
82K
Value
$1.48M
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$4.90M
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$4.86M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.86M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.18M
Boston Scientific Corporation
BSX
Shares Held
9K
Value
$572.66K
Visa Inc.
V
Shares Held
8K
Value
$2.35M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.88M
RTX Corporation
RTX
Shares Held
7K
Value
$1.26M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$1.02M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.95M
Netflix, Inc.
NFLX
Shares Held
4K
Value
$417.29K
Oracle Corporation
ORCL
Shares Held
4K
Value
$582.75K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$488.14K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.05M
Apollo Global Management, Inc.
APO
Shares Held
4K
Value
$389.97K
L3Harris Technologies, Inc.
LHX
Shares Held
3K
Value
$1.12M
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.57M
Johnson & Johnson
JNJ
Shares Held
2K
Value
$602.21K
The Southern Company
SO
Shares Held
2K
Value
$223.25K