Stonegate Investment Group, LLC Portfolio Holdings
Stonegate Investment Group, LLC
- $4.19 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 448
- Current Value $4.19 Billion
- Prior Value $3.86 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 24 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks