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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 Q3 2024 · Filed November 14, 2024 · Accession 0001600035-24-000006

Total Value
$1.23B
Positions
223
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (223)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL306,693$71.5M5.83%
2MICROSOFT CORP COMMSFT126,803$54.6M4.45%
3VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409661,229$52.5M4.28%
4ALPHABET INC CAP STK CL AGOOG255,953$42.4M3.46%
5ISHARES CORE S&P 500 ETF46428720068,049$39.3M3.20%
6AMAZON COM INC COMAMZN209,504$39.0M3.18%
7META PLATFORMS INC CL AMETA59,389$34.0M2.77%
8JPMORGAN CHASE & CO. COMVYLD157,383$33.2M2.71%
9VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870367,109$30.7M2.51%
10MCDONALDS CORP COMMCD98,239$29.9M2.44%
11ORACLE CORP COMORCL-PD153,395$26.1M2.13%
12BLACKROCK INC COMBLK25,985$24.7M2.01%
13PROCTER AND GAMBLE CO COM742718109139,726$24.2M1.97%
14HOME DEPOT INC COMHD57,736$23.4M1.91%
15QUALCOMM INC COMQCOM126,505$21.5M1.75%
16WALMART INC COMWMT258,358$20.9M1.70%
17COCA COLA CO COMKO286,972$20.6M1.68%
18JOHNSON & JOHNSON COMJNJ114,696$18.6M1.52%
19VISA INC COM CL AV66,583$18.3M1.49%
20UNITEDHEALTH GROUP INC COMUNH31,265$18.3M1.49%
21EXXON MOBIL CORP COMXOM152,429$17.9M1.46%
22NVIDIA CORPORATION COMNVDA140,376$17.0M1.39%
23MEDTRONIC PLC SHSMDT182,724$16.5M1.34%
24MERCK & CO INC COMMRK144,367$16.4M1.34%
25TRAVELERS COMPANIES INC COMTRV64,762$15.2M1.24%
26THERMO FISHER SCIENTIFIC INC COMTMO24,162$14.9M1.22%
27SALESFORCE INC COMCRM52,693$14.4M1.18%
28CHEVRON CORP NEW COMCVX96,401$14.2M1.16%
29HONEYWELL INTL INC COM43851610668,522$14.2M1.15%
30REAL ESTATE SELECT SECTOR SPDR FUND81369Y860315,158$14.1M1.15%
31US BANCORP DEL COM NEWUSB-PS302,146$13.8M1.13%
32NIKE INC CL BNKE155,332$13.7M1.12%
33DISNEY WALT CO COM254687106138,060$13.3M1.08%
34DUKE ENERGY CORP NEW COM NEWDUKB112,838$13.0M1.06%
35CORNING INC COMGLW279,092$12.6M1.03%
36GILEAD SCIENCES INC COMGILD139,616$11.7M0.95%
37UNITED PARCEL SERVICE INC CL BUPS79,906$10.9M0.89%
38VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640684,403$10.8M0.88%
39ADVANCED MICRO DEVICES INC COMAMD63,348$10.4M0.85%
40SCHLUMBERGER LTD COM STKSLB236,951$9.9M0.81%
41MARRIOTT INTL INC NEW CL A57190320238,871$9.7M0.79%
42BRISTOL-MYERS SQUIBB CO COMCELG-RI186,617$9.7M0.79%
43CONSTELLATION BRANDS INC CL ASTZ37,260$9.6M0.78%
44AT&T INC COMT-PC425,854$9.4M0.76%
45ACCENTURE PLC IRELAND SHS CLASS AACN24,085$8.5M0.69%
46HUNTINGTON INGALLS INDS INC COM44641310631,669$8.4M0.68%
47MARVELL TECHNOLOGY INC COMMRVL112,955$8.1M0.66%
48GOLDMAN SACHS GROUP INC COMGSCE15,906$7.9M0.64%
49AVERY DENNISON CORP COMAVY34,236$7.6M0.62%
50VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775119,645$7.5M0.61%
51CORTEVA INC COMCTVA127,969$7.5M0.61%
52VANGUARD SHORT-TERM TAX EXEMPT BOND ETF92193587069,147$7.0M0.57%
53OLD NATL BANCORP IND COM680033107332,591$6.2M0.51%
54BOEING CO COMBA-PA39,375$6.0M0.49%
55CONOCOPHILLIPS COMCOP55,169$5.8M0.47%
56VANGUARD TAX-EXEMPT BOND ETF922907746104,753$5.4M0.44%
57EATON CORP PLC SHSETN15,991$5.3M0.43%
58INTERNATIONAL BUSINESS MACHS COMINTR22,559$5.0M0.41%
59ISHARES RUSSELL 1000 GROWTH ETF46428761411,294$4.2M0.35%
60RTX CORPORATION COMRTX34,419$4.2M0.34%
61TARGET CORP COMTGT26,003$4.1M0.33%
62KINDER MORGAN INC DEL COMEP-PC182,271$4.0M0.33%
63VANGUARD SMALL-CAP ETF92290875115,352$3.6M0.30%
64SEMPRA COMSREA41,332$3.5M0.28%
65GRACO INC COMGGG38,482$3.4M0.27%
66VERIZON COMMUNICATIONS INC COMVZ74,254$3.3M0.27%
67CISCO SYS INC COMCSCO60,292$3.2M0.26%
68SYSCO CORP COMSYY39,230$3.1M0.25%
69WELLS FARGO CO NEW COM94974610153,077$3.0M0.24%
70ALPHABET INC CAP STK CL CGOOG17,514$2.9M0.24%
71ANALOG DEVICES INC COMADI12,457$2.9M0.23%
72BANK AMERICA CORP COM06050510471,397$2.8M0.23%
73SCHWAB CHARLES CORP COMSCHW-PJ43,319$2.8M0.23%
74STRYKER CORPORATION COMSYK7,546$2.7M0.22%
75ISHARES SELECT DIVIDEND ETF46428716819,303$2.6M0.21%
76ISHARES RUSSELL MID-CAP GROWTH ETF46428748122,135$2.6M0.21%
77IQVIA HLDGS INC COMIQV10,921$2.6M0.21%
78VANGUARD S&P 500 ETF9229083634,823$2.5M0.21%
79PAYPAL HLDGS INC COMPYPL32,605$2.5M0.21%
80CROWDSTRIKE HLDGS INC CL ACRWD9,055$2.5M0.21%
81GENERAL MLS INC COM37033410434,146$2.5M0.21%
82STARBUCKS CORP COMSBUX25,654$2.5M0.20%
83ABBOTT LABS COMABLZF21,104$2.4M0.20%
84ELEVANCE HEALTH INC COMELV4,621$2.4M0.20%
85INTUITIVE SURGICAL INC COM NEWISRG4,797$2.4M0.19%
86ELI LILLY & CO COMLLY2,649$2.3M0.19%
87BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,981$2.3M0.19%
88WINMARK CORP COMWINA5,835$2.2M0.18%
89CF INDS HLDGS INC COM12526910025,751$2.2M0.18%
90HERSHEY CO COMHSY11,397$2.2M0.18%
91PRUDENTIAL FINL INC COMPUKPF17,591$2.1M0.17%
92INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ100,253$2.1M0.17%
93CITIGROUP INC COM NEWC-PR33,000$2.1M0.17%
94PEPSICO INC COMPEP11,642$2.0M0.16%
95TRUIST FINL CORP COM89832Q10945,749$2.0M0.16%
96KRAFT HEINZ CO COMKHC53,919$1.9M0.15%
97INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ89,726$1.9M0.15%
98SPDR S&P 500 ETF TRUSTSPY3,186$1.8M0.15%
99APPLIED MATLS INC COM0382221058,982$1.8M0.15%
100MICROCHIP TECHNOLOGY INC. COMMCHPP22,425$1.8M0.15%
101EDWARDS LIFESCIENCES CORP COMEW26,615$1.8M0.14%
102SCHWAB U.S. LARGE-CAP VALUE ETF80852440921,604$1.7M0.14%
103EOG RES INC COMEOG13,168$1.6M0.13%
104BALL CORP COMBALL22,118$1.5M0.12%
105INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ72,310$1.5M0.12%
106ALLIANT ENERGY CORP COMLNT23,952$1.5M0.12%
107REGIONS FINANCIAL CORP NEW COMRF-PF62,110$1.4M0.12%
108ISHARES MSCI ACWI EX U.S. ETF46428824023,485$1.3M0.11%
109ISHARES RUSSELL 2000 ETF4642876555,497$1.2M0.10%
110DIAGEO PLC SPON ADR NEWDGEAF8,573$1.2M0.10%
111ISHARES NATIONAL MUNI BOND ETF46428841410,140$1.1M0.09%
112DELTA AIR LINES INC DEL COM NEWDAL21,170$1.1M0.09%
113LABCORP HOLDINGS INC COM SHSLH4,682$1.0M0.09%
114INVESCO QQQ TRUST SERIES IIVZ2,096$1.0M0.08%
115ONTO INNOVATION INC COMONTO4,741$984,0420.08%
116TORO CO COMTORO11,226$973,6310.08%
117CATERPILLAR INC COMCAT2,114$826,7400.07%
118PFIZER INC COMPFE26,627$770,5900.06%
119INTEL CORP COMINTC32,579$764,2920.06%
120NUCOR CORP COMNUE5,018$754,4060.06%
121ASSOCIATED BANC CORP COMASBA35,000$753,9000.06%
122FISERV INC COMFISV4,187$752,1950.06%
123ROCKWELL AUTOMATION INC COMROK2,740$735,5800.06%
124ECOLAB INC COMECL2,841$725,3930.06%
125ISHARES MSCI EMERGING MARKETS ETF46428723415,600$715,4160.06%
126ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43225,856$689,3210.06%
127AMERICAN EXPRESS CO COMAXP2,423$657,1180.05%
128NEXTERA ENERGY INC COMNEE-PW7,462$630,7630.05%
129AIR PRODS & CHEMS INC COMAIIR2,025$602,9240.05%
130KIMBERLY-CLARK CORP COMKMB4,094$582,4940.05%
131CARRIER GLOBAL CORPORATION COMCARR7,137$574,4570.05%
132ISHARES CORE MSCI EAFE ETF46432F8427,291$569,0630.05%
133XCEL ENERGY INC COMXELLL8,436$550,8950.04%
134COSTCO WHSL CORP NEW COM22160K105620$549,6420.04%
135BIO-TECHNE CORP COMTECH6,755$539,9270.04%
136INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ27,155$531,1490.04%
137ENBRIDGE INC COMENNPF12,731$517,1820.04%
138LITTELFUSE INC COMLFUS1,925$510,6060.04%
139ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69719,278$503,1560.04%
140AMERICAN AIRLS GROUP INC COM02376R10244,439$499,4940.04%
141TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,844$493,9170.04%
142MOTOROLA SOLUTIONS INC COM NEWMSI1,086$488,2980.04%
143CVS HEALTH CORP COMCVS7,651$481,0830.04%
144DARLING INGREDIENTS INC COMDAR12,825$476,5770.04%
145HORMEL FOODS CORP COMHRL14,689$465,6410.04%
146ISHARES CORE S&P SMALL CAP ETF4642878043,922$458,7170.04%
147VANGUARD FTSE DEVELOPED MARKETS ETF9219438588,566$452,3700.04%
148PHILIP MORRIS INTL INC COM7181721093,711$450,5150.04%
149MASTERCARD INCORPORATED CL AMA874$431,5810.04%
150ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886468,132$428,2310.03%
151EXPEDIA GROUP INC COM NEWEXPE2,886$427,1860.03%
152ISHARES CORE U.S. AGGREGATE BOND ETF4642872264,109$416,1180.03%
153BROADCOM INC COMAVGO2,410$415,6650.03%
154DARDEN RESTAURANTS INC COMDRI2,527$414,7570.03%
155CONSTELLATION ENERGY CORP COMCEG1,590$413,4320.03%
156LOWES COS INC COM5486611071,519$411,5140.03%
157FEDEX CORP COMFDX1,467$401,4490.03%
158ENTEGRIS INC COMENTG3,550$399,4820.03%
159FAIR ISAAC CORP COMFICO195$378,9860.03%
160BROWN & BROWN INC COMBRO3,650$378,1400.03%
161FASTENAL CO COMFAST5,152$367,9560.03%
162NVENT ELECTRIC PLC SHSNVT5,119$359,6610.03%
163LOCKHEED MARTIN CORP COMLMT614$358,9200.03%
164VANGUARD DIVIDEND APPRECIATION ETF9219088441,764$349,4690.03%
165ISHARES YIELD OPTIMIZED BOND ETF46434V78715,205$348,4990.03%
166TESLA INC COMTSLA1,322$345,8750.03%
167SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6633,766$345,7760.03%
168VANGUARD VALUE ETF9229087441,952$340,7610.03%
169ABBVIE INC COMABBV1,722$340,0610.03%
170ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U32513,200$338,3160.03%
171SOUTHERN CO COMSOMN3,650$329,1740.03%
172OTIS WORLDWIDE CORP COMOTIS3,166$329,0740.03%
173BHP GROUP LTD SPONSORED ADSBHPLF5,236$325,1790.03%
174TENNANT CO COMTNC3,365$323,1750.03%
175ISHARES MSCI ACWI ETF4642882572,694$322,0680.03%
176FULLER H B CO COMFUL4,050$321,4890.03%
177COLGATE PALMOLIVE CO COMCL3,000$311,4300.03%
178TAKE-TWO INTERACTIVE SOFTWARE COMTTWO2,026$311,4160.03%
179ROYAL BK CDA COM7800871022,448$305,3320.02%
180CHEMED CORP NEW COMCHE503$302,2880.02%
1813M CO COMMMM2,201$300,8230.02%
182BEST BUY INC COMBBY2,885$298,0210.02%
183GE AEROSPACE COM NEW3696043011,573$296,6360.02%
184TRANE TECHNOLOGIES PLC SHSTT737$286,4940.02%
185AGNICO EAGLE MINES LTD COMAEM3,547$285,7410.02%
186AMER STATES WTR CO COM0298991013,300$274,8570.02%
187SNAP ON INC COMSNA931$269,7790.02%
188SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109632$267,4120.02%
189BARINGS CORPORATE INVS COM06759X10713,315$265,3680.02%
190PALANTIR TECHNOLOGIES INC CL APLTR7,075$263,1900.02%
191FREEPORT-MCMORAN INC CL BFCX5,241$261,6310.02%
192BLACKSTONE INC COMBX1,675$256,4930.02%
193ISHARES CORE S&P MID-CAP ETF4642875074,105$255,8240.02%
194ADOBE INC COMADBE490$253,7120.02%
195UNION PAC CORP COMUNP1,011$249,2730.02%
196PIPER SANDLER COMPANIES COMPIPR870$246,9150.02%
197TJX COS INC NEW COM8725401092,100$246,8340.02%
198C H ROBINSON WORLDWIDE INC COM NEWCHRW2,231$246,2350.02%
199ONEOK INC NEW COMOKE2,679$244,1340.02%
200COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH3,144$242,6540.02%
201INVESCO LTD SHSIVZ13,755$241,5380.02%
202ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U2599,343$239,6950.02%
203SCHWAB U.S. LARGE-CAP ETF8085242013,485$236,4570.02%
204THE CIGNA GROUP COM125523100678$234,8860.02%
205MICRON TECHNOLOGY INC COMMU2,158$223,8060.02%
206SPDR S&P DIVIDEND ETF78464A7631,559$221,4400.02%
207BAKER HUGHES COMPANY CL ABKR6,113$220,9850.02%
208MARATHON PETE CORP COMMARA1,328$216,3440.02%
209ALTRIA GROUP INC COMMO4,236$216,2090.02%
210TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803937$211,5250.02%
211CONAGRA BRANDS INC COMCAG6,455$209,9170.02%
212VANGUARD TOTAL BOND MARKET ETF9219378352,788$209,4070.02%
213SPROTT PHYSICAL GOLD TR UNITSII10,250$208,8950.02%
214SHELL PLC SPON ADSRYDAF3,129$206,3580.02%
215JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3323,460$205,9050.02%
216WELLTOWER INC COMWELL1,608$205,8720.02%
217EATON VANCE TAX MNGED BUY WRIT COMETN14,000$202,0200.02%
218SPDR GOLD SHARESGLD830$201,7400.02%
219FORD MTR CO COM34537086014,506$153,1830.01%
220TASEKO MINES LTD COMTGB31,100$78,3720.01%
221DIAMEDICA THERAPEUTICS INC COM NEWDMAC17,500$73,3250.01%
222MADISON COVERED CALL & EQUITY COMMCN10,000$71,2000.01%
223SENSEONICS HLDGS INC COMSENS30,500$10,6660.00%