Stonegate Investment Group, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.19 Billion distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $252M, Microsoft Corp with a value of $227M, Alphabet Inc. with a value of $203M, Walmart Inc. with a value of $195M, and Jpmorgan Chase & CO with a value of $183M.
Examining the 13F form we can see an increase of $335M in the current position value, from $3.86B to 4.19B.
Stonegate Investment Group, LLC is based out at Birmingham, AL
Below you can find more details about Stonegate Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.19 Billion
Technology: $1.07 Billion
Financial Services: $648 Million
Consumer Cyclical: $404 Million
Energy: $388 Million
Consumer Defensive: $376 Million
Communication Services: $354 Million
Industrials: $276 Million
Healthcare: $245 Million
Other: $436 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
