Stonegate Investment Group, LLC Portfolio Holdings
Stonegate Investment Group, LLC
- $3.86 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 448
- Current Value $3.86 Billion
- Prior Value $3.63 Billion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 57 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks