Stonegate Investment Group, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.86 Billion distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $220M, Apple Inc. with a value of $204M, Walmart Inc. with a value of $190M, Jpmorgan Chase & CO with a value of $171M, and Alphabet Inc. with a value of $153M.
Examining the 13F form we can see an increase of $231M in the current position value, from $3.63B to 3.86B.
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
$3.86 Billion
Technology: $869 Million
Financial Services: $649 Million
Consumer Cyclical: $376 Million
Consumer Defensive: $373 Million
Energy: $365 Million
Communication Services: $308 Million
Industrials: $275 Million
Healthcare: $232 Million
Other: $411 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
