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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stonebridge Capital Advisors LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001600035-24-000002

Total Value
$1.11B
Positions
224
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (224)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL306,882$52.6M4.73%
2MICROSOFT CORP COMMSFT124,771$52.5M4.72%
3ALPHABET INC CAP STK CL AGOOG252,044$38.0M3.42%
4VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409486,788$37.6M3.38%
5AMAZON COM INC COMAMZN201,591$36.4M3.27%
6JPMORGAN CHASE & CO COMVYLD157,800$31.6M2.84%
7ISHARES CORE S&P 500 ETF46428720058,651$30.8M2.77%
8META PLATFORMS INC CL AMETA59,254$28.8M2.59%
9MCDONALDS CORP COMMCD85,863$24.2M2.18%
10PROCTER AND GAMBLE CO COM742718109139,300$22.6M2.03%
11QUALCOMM INC COMQCOM129,439$21.9M1.97%
12BLACKROCK INC COMBLK25,365$21.1M1.90%
13HOME DEPOT INC COMHD54,014$20.7M1.86%
14VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870247,195$19.9M1.79%
15ORACLE CORP COMORCL-PD145,734$18.3M1.64%
16VISA INC COM CL AV64,463$18.0M1.62%
17MERCK & CO INC COMMRK133,521$17.6M1.58%
18COCA COLA CO COMKO275,473$16.9M1.51%
19JOHNSON & JOHNSON COMJNJ105,170$16.6M1.49%
20DISNEY WALT CO COM254687106133,686$16.4M1.47%
21EXXON MOBIL CORP COMXOM140,567$16.3M1.47%
22WALMART INC COMWMT261,986$15.8M1.42%
23NVIDIA CORPORATION COMNVDA17,163$15.5M1.39%
24TRAVELERS COMPANIES INC COMTRV64,523$14.8M1.33%
25MEDTRONIC PLC SHSMDT170,285$14.8M1.33%
26THERMO FISHER SCIENTIFIC INC COMTMO24,864$14.5M1.30%
27CHEVRON CORP NEW COMCVX88,564$14.0M1.26%
28UNITEDHEALTH GROUP INC COMUNH26,059$12.9M1.16%
29US BANCORP DEL COM NEWUSB-PS287,433$12.8M1.15%
30SALESFORCE INC COMCRM42,600$12.8M1.15%
31HONEYWELL INTL INC COM43851610662,367$12.8M1.15%
32NIKE INC CL BNKE134,177$12.6M1.13%
33REAL ESTATE SELECT SECTOR SPDR FUND81369Y860289,816$11.5M1.03%
34BRISTOL-MYERS SQUIBB CO COMCELG-RI196,718$10.7M0.96%
35UNITED PARCEL SERVICE INC CL BUPS70,882$10.5M0.95%
36SCHLUMBERGER LTD COM STKSLB188,666$10.3M0.93%
37DUKE ENERGY CORP NEW COM NEWDUKB103,311$10.0M0.90%
38ADVANCED MICRO DEVICES INC COMAMD54,638$9.9M0.89%
39MARRIOTT INTL INC NEW CL A57190320238,954$9.8M0.88%
40GILEAD SCIENCES INC COMGILD127,398$9.3M0.84%
41CONSTELLATION BRANDS INC CL ASTZ33,808$9.2M0.83%
42VERIZON COMMUNICATIONS INC COMVZ208,877$8.8M0.79%
43HUNTINGTON INGALLS INDS INC COM44641310629,623$8.6M0.78%
44AT&T INC COMT-PC473,698$8.3M0.75%
45VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640667,730$8.2M0.74%
46EXPEDIA GROUP INC COM NEWEXPE56,299$7.8M0.70%
47CONOCOPHILLIPS COMCOP57,383$7.3M0.66%
48BOEING CO COMBA-PA37,238$7.2M0.65%
49DIAGEO PLC SPON ADR NEWDGEAF47,884$7.1M0.64%
50GOLDMAN SACHS GROUP INC COMGSCE16,723$7.0M0.63%
51MARVELL TECHNOLOGY INC COMMRVL94,407$6.7M0.60%
52VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775112,213$6.6M0.59%
53CORTEVA INC COMCTVA111,502$6.4M0.58%
54EATON CORP PLC SHSETN19,304$6.0M0.54%
55OLD NATL BANCORP IND COM680033107339,096$5.9M0.53%
56INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ281,273$5.9M0.53%
57ISHARES RUSSELL MID-CAP GROWTH ETF46428748151,499$5.9M0.53%
58INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ253,946$5.2M0.47%
59BHP GROUP LTD SPONSORED ADSBHPLF87,827$5.1M0.46%
60TARGET CORP COMTGT26,558$4.7M0.42%
61SCHWAB U.S. LARGE-CAP VALUE ETF80852440960,545$4.6M0.41%
62RTX CORPORATION COMRTX46,247$4.5M0.41%
63INTERNATIONAL BUSINESS MACHS COMINTR23,375$4.5M0.40%
64VANGUARD TAX-EXEMPT BOND ETF92290774677,748$3.9M0.35%
65VANGUARD SHORT-TERM TAX EXEMPT BOND ETF92193587037,740$3.8M0.34%
66GRACO INC COMGGG40,264$3.8M0.34%
67SCHWAB CHARLES CORP COMSCHW-PJ48,005$3.5M0.31%
68ISHARES RUSSELL 1000 GROWTH ETF46428761410,120$3.4M0.31%
69KINDER MORGAN INC DEL COMEP-PC183,460$3.4M0.30%
70ISHARES SELECT DIVIDEND ETF46428716826,349$3.2M0.29%
71SYSCO CORP COMSYY39,357$3.2M0.29%
72WELLS FARGO CO NEW COM94974610154,173$3.1M0.28%
73ANALOG DEVICES INC COMADI15,618$3.1M0.28%
74SEMPRA COMSREA42,132$3.0M0.27%
75ALPHABET INC CAP STK CL CGOOG19,843$3.0M0.27%
76CISCO SYS INC COMCSCO58,904$2.9M0.26%
77STRYKER CORPORATION COMSYK7,988$2.9M0.26%
78ELEVANCE HEALTH INC COMELV5,345$2.8M0.25%
79INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ138,068$2.8M0.25%
80BANK AMERICA CORP COM06050510472,147$2.7M0.25%
81CROWDSTRIKE HLDGS INC CL ACRWD8,142$2.6M0.23%
82MICROCHIP TECHNOLOGY INC. COMMCHPP28,375$2.5M0.23%
83IQVIA HLDGS INC COMIQV10,056$2.5M0.23%
84WINMARK CORP COMWINA6,932$2.5M0.23%
85TRUIST FINL CORP COM89832Q10964,318$2.5M0.23%
86ACCENTURE PLC IRELAND SHS CLASS AACN7,176$2.5M0.22%
87CF INDS HLDGS INC COM12526910029,125$2.4M0.22%
88PRUDENTIAL FINL INC COMPUKPF20,335$2.4M0.21%
89EDWARDS LIFESCIENCES CORP COMEW24,942$2.4M0.21%
90STARBUCKS CORP COMSBUX25,955$2.4M0.21%
91GENERAL MLS INC COM37033410433,892$2.4M0.21%
92ABBOTT LABS COMABLZF20,107$2.3M0.21%
93APPLIED MATLS INC COM03822210510,877$2.2M0.20%
94BALL CORP COMBALL33,213$2.2M0.20%
95HERSHEY CO COMHSY11,164$2.2M0.20%
96KRAFT HEINZ CO COMKHC58,483$2.2M0.19%
97CITIGROUP INC COM NEWC-PR34,064$2.2M0.19%
98BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A5,102$2.1M0.19%
99PEPSICO INC COMPEP12,198$2.1M0.19%
100ELI LILLY & CO COMLLY2,708$2.1M0.19%
101INTUITIVE SURGICAL INC COM NEWISRG4,741$1.9M0.17%
102SPDR S&P 500 ETF TRUSTSPY3,381$1.8M0.16%
103LABORATORY CORP AMER HLDGS COM NEW50540R4098,012$1.8M0.16%
104EOG RES INC COMEOG12,720$1.6M0.15%
105ISHARES MSCI ACWI EX U.S. ETF46428824028,750$1.5M0.14%
106INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ79,355$1.5M0.14%
107INTEL CORP COMINTC32,764$1.4M0.13%
108CORNING INC COMGLW43,115$1.4M0.13%
109REGIONS FINANCIAL CORP NEW COMRF-PF66,622$1.4M0.13%
110ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69753,877$1.4M0.13%
111ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43252,268$1.4M0.12%
112ISHARES RUSSELL 2000 ETF4642876556,272$1.3M0.12%
113DELTA AIR LINES INC DEL COM NEWDAL26,982$1.3M0.12%
114AGNICO EAGLE MINES LTD COMAEM20,509$1.2M0.11%
115ALLIANT ENERGY CORP COMLNT23,942$1.2M0.11%
116CVS HEALTH CORP COMCVS14,731$1.2M0.11%
117HASBRO INC COMHAS18,950$1.1M0.10%
118TORO CO COMTORO11,226$1.0M0.09%
119CATERPILLAR INC COMCAT2,490$912,3290.08%
120ONTO INNOVATION INC COMONTO4,741$858,5000.08%
121ASSOCIATED BANC CORP COMASBA38,000$817,3800.07%
122VANGUARD SMALL-CAP ETF9229087513,567$815,4080.07%
123ROCKWELL AUTOMATION INC COMROK2,745$799,7010.07%
124PAYPAL HLDGS INC COMPYPL11,796$790,2140.07%
125ECOLAB INC COMECL3,338$770,7440.07%
126ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25930,208$765,7650.07%
127PFIZER INC COMPFE26,586$737,7700.07%
128ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864613,670$700,9980.06%
129INVESCO QQQ TRUST SERIES IIVZ1,569$696,4940.06%
130AMERICAN AIRLS GROUP INC COM02376R10244,969$690,2740.06%
131FISERV INC COMFISV4,187$669,1660.06%
132ISHARES MSCI EMERGING MARKETS ETF46428723416,070$660,1560.06%
133ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871505,654$651,9060.06%
134ISHARES CORE U.S. AGGREGATE BOND ETF4642872266,597$646,1460.06%
135DARLING INGREDIENTS INC COMDAR12,825$596,4910.05%
136ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U32522,690$573,3760.05%
137INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ29,203$563,3340.05%
138AMERICAN EXPRESS CO COMAXP2,432$553,7420.05%
139AIR PRODS & CHEMS INC COMAIIR2,245$543,8960.05%
140VANGUARD TOTAL BOND MARKET ETF9219378357,421$538,9870.05%
141ENBRIDGE INC COMENNPF14,738$533,2070.05%
142KIMBERLY-CLARK CORP COMKMB4,111$531,7290.05%
143NEXTERA ENERGY INC COMNEE-PW8,029$513,1330.05%
144ENTEGRIS INC COMENTG3,550$498,9170.04%
145HORMEL FOODS CORP COMHRL14,242$496,9030.04%
146NUCOR CORP COMNUE2,431$481,0950.04%
147BIO-TECHNE CORP COMTECH6,750$475,1330.04%
148CARRIER GLOBAL CORPORATION COMCARR8,147$473,5850.04%
149COSTCO WHSL CORP NEW COM22160K105639$468,2200.04%
150XCEL ENERGY INC COMXELLL8,649$464,9070.04%
151FEDEX CORP COMFDX1,570$454,8500.04%
152MASTERCARD INCORPORATED CL AMA941$453,1570.04%
153TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391003,173$431,6870.04%
154DARDEN RESTAURANTS INC COMDRI2,525$422,0540.04%
155SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,041$414,0680.04%
156FASTENAL CO COMFAST5,241$404,2910.04%
157VANGUARD S&P 500 ETF922908363823$395,6160.04%
158LITTELFUSE INC COMLFUS1,625$393,8190.04%
159NVENT ELECTRIC PLC SHSNVT5,119$385,9730.03%
160MOTOROLA SOLUTIONS INC COM NEWMSI1,086$385,5080.03%
161ABBVIE INC COMABBV2,109$384,0490.03%
162VANGUARD DIVIDEND APPRECIATION ETF9219088442,006$366,3330.03%
163LOWES COS INC COM5486611071,410$359,1750.03%
164SNAP ON INC COMSNA1,162$344,2680.03%
165ISHARES YIELD OPTIMIZED BOND ETF46434V78714,980$334,9570.03%
166TENNANT CO COMTNC2,750$334,4280.03%
167OTIS WORLDWIDE CORP COMOTIS3,343$331,8600.03%
168LOCKHEED MARTIN CORP COMLMT714$324,7770.03%
169FULLER H B CO COMFUL4,050$322,9470.03%
170CHEMED CORP NEW COMCHE503$322,8910.03%
171BROWN & BROWN INC COMBRO3,650$319,5210.03%
172DONALDSON INC COMDCI4,245$317,0170.03%
1733M CO COMMMM2,974$315,4330.03%
174TAKE-TWO INTERACTIVE SOFTWARE COMTTWO2,026$300,8410.03%
175BROADCOM INC COMAVGO226$299,5430.03%
176GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF2,881$299,0190.03%
177PHILIP MORRIS INTL INC COM7181721093,258$298,4980.03%
178CONSTELLATION ENERGY CORP COMCEG1,590$293,9120.03%
179UNION PAC CORP COMUNP1,193$293,4760.03%
180VANGUARD VALUE ETF9229087441,754$285,6640.03%
181INVESCO LTD SHSIVZ16,500$273,7350.02%
182COLGATE PALMOLIVE CO COMCL3,001$270,2010.02%
183VANGUARD FTSE DEVELOPED MARKETS ETF9219438585,375$269,6610.02%
184GE AEROSPACE COM NEW3696043011,529$268,3850.02%
185MICRON TECHNOLOGY INC COMMU2,208$260,3010.02%
186ONEOK INC NEW COMOKE3,192$255,9000.02%
187BEST BUY INC COMBBY3,110$255,1130.02%
188FORD MTR CO DEL COM34537086018,909$251,1120.02%
189SOUTHERN CO COMSOMN3,463$248,4490.02%
190PALANTIR TECHNOLOGIES INC CL APLTR10,770$247,8180.02%
191SPDR S&P DIVIDEND ETF78464A7631,888$247,7810.02%
192ISHARES CORE MSCI EAFE ETF46432F8423,334$247,4490.02%
193COMCAST CORP NEW CL ACCZ5,658$245,2740.02%
194BARINGS CORPORATE INVS COM06759X10714,255$245,0430.02%
195HEXCEL CORP NEW COM4282911083,350$244,0480.02%
196FREEPORT-MCMORAN INC CL BFCX5,183$243,7050.02%
197FAIR ISAAC CORP COMFICO195$243,6740.02%
198AMER STATES WTR CO COM0298991013,300$238,3920.02%
199INVESCO S&P MIDCAP QUALITY ETFIVZ2,142$235,7270.02%
200ISHARES CORE S&P MID-CAP ETF4642875073,879$235,6070.02%
201ISHARES CORE S&P SMALL CAP ETF4642878042,118$234,0810.02%
202ROYAL BK CDA COM7800871022,317$233,7330.02%
203TESLA INC COMTSLA1,318$231,6910.02%
204COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH3,144$230,4240.02%
205LAMB WESTON HLDGS INC COMLW2,147$228,7200.02%
206MARATHON PETE CORP COMMARA1,123$226,2850.02%
207ADOBE INC COMADBE439$221,5190.02%
208TRANE TECHNOLOGIES PLC SHSTT737$221,2470.02%
209TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,041$216,7980.02%
210NORFOLK SOUTHN CORP COM655844108845$215,3650.02%
211FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1065,021$212,0500.02%
212VANGUARD INFORMATION TECHNOLOGY ETF92204A702404$211,8330.02%
213SHELL PLC SPON ADSRYDAF3,148$211,0420.02%
214SOUTHWEST AIRLS CO COM8447411087,228$210,9820.02%
215ITT INC COMITT1,518$206,4940.02%
216BAKER HUGHES COMPANY CL ABKR6,113$204,7860.02%
217EATON VANCE TAX MNGED BUY WRIT COMETN14,000$191,1000.02%
218SPROTT PHYSICAL GOLD TR UNITSII10,250$177,3250.02%
219BLACKROCK ENHANCED EQUITY DIVI COMBLK19,074$157,3610.01%
220URANIUM ENERGY CORP COMUEC20,000$135,0000.01%
221MADISON COVERED CALL & EQUITY COMMCN10,000$73,1000.01%
222TASEKO MINES LTD COMTGB30,000$65,1000.01%
223DIAMEDICA THERAPEUTICS INC COM NEWDMAC20,000$55,4000.00%
224SENSEONICS HLDGS INC COMSENS40,500$21,5100.00%