Stock Taper 
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 350 | $267.1K |
 Berkshire Hathaway Inc. | BRK-B | 680 | $340.26K |
 McDonald's Corporation | MCD | 819 | $221.51K |
 Advanced Micro Devices, Inc. | AMD | 852 | $494.94K |
 Caterpillar Inc. | CAT | 854 | $908.91K |
 Meta Platforms, Inc. | META | 991 | $558.36K |
 Seagate Technology Holdings plc | STX | 1.01K | $973.68K |
 Morgan Stanley | MS | 1.12K | $234.13K |
 International Business Machines Corporation | IBM | 1.19K | $334.08K |
 Costco Wholesale Corporation | COST | 1.23K | $1.15M |
 Palo Alto Networks, Inc. | PANW | 1.26K | $430.71K |
 Chevron Corporation | CVX | 1.43K | $236.21K |
 Eli Lilly and Company | LLY | 1.49K | $1.79M |
 The Home Depot, Inc. | HD | 2.04K | $720.9K |
 JPMorgan Chase & Co. | JPM | 2.1K | $685.76K |
 The Southern Company | SO | 2.3K | $220.13K |
 Johnson & Johnson | JNJ | 2.46K | $626.06K |
 Mastercard Incorporated | MA | 3.04K | $1.56M |
 L3Harris Technologies, Inc. | LHX | 3.21K | $933.67K |
 Apollo Global Management, Inc. | APO | 3.5K | $414.08K |