
STONEGATE INVESTMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | DUK | 26K | $3.24M |
![]() | BMY | 26K | $1.18M |
![]() | CCI | 26K | $2.47M |
![]() | TXN | 25K | $4.68M |
![]() | OWL | 25K | $431.13K |
![]() | DOW | 25K | $569.61K |
![]() | MMC | 24K | $4.89M |
![]() | TT | 24K | $9.96M |
![]() | CSX | 23K | $829.38K |
![]() | ACN | 23K | $5.60M |
![]() | FIS | 23K | $1.49M |
![]() | CAT | 23K | $10.74M |
![]() | SHEL | 22K | $1.59M |
![]() | GOOG | 22K | $5.28M |
![]() | PM | 20K | $3.26M |
![]() | MA | 20K | $11.28M |
![]() | CB | 19K | $5.43M |
![]() | CVS | 19K | $1.44M |
![]() | D | 19K | $1.16M |
![]() | J | 19K | $2.82M |

Duke Energy Corporation
DUK
Shares Held
26K
Value
$3.24M

Bristol-Myers Squibb Company
BMY
Shares Held
26K
Value
$1.18M

Crown Castle Inc.
CCI
Shares Held
26K
Value
$2.47M

Texas Instruments Incorporated
TXN
Shares Held
25K
Value
$4.68M

Blue Owl Capital Inc.
OWL
Shares Held
25K
Value
$431.13K

Dow Inc.
DOW
Shares Held
25K
Value
$569.61K

Marsh & McLennan Companies, Inc.
MMC
Shares Held
24K
Value
$4.89M

Trane Technologies plc
TT
Shares Held
24K
Value
$9.96M

CSX Corporation
CSX
Shares Held
23K
Value
$829.38K

Accenture plc
ACN
Shares Held
23K
Value
$5.60M

Fidelity National Information Services, Inc.
FIS
Shares Held
23K
Value
$1.49M

Caterpillar Inc.
CAT
Shares Held
23K
Value
$10.74M

Shell plc
SHEL
Shares Held
22K
Value
$1.59M

Alphabet Inc.
GOOG
Shares Held
22K
Value
$5.28M

Philip Morris International Inc.
PM
Shares Held
20K
Value
$3.26M

Mastercard Incorporated
MA
Shares Held
20K
Value
$11.28M

Chubb Limited
CB
Shares Held
19K
Value
$5.43M

CVS Health Corporation
CVS
Shares Held
19K
Value
$1.44M

Dominion Energy, Inc.
D
Shares Held
19K
Value
$1.16M

Jacobs Solutions Inc.
J
Shares Held
19K
Value
$2.82M
