Stonegate Investment Group, LLC 13F 持仓 · 最近申报 2025年Q3
Stonegate Investment Group 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 436 只证券，申报市值合计 43.10 亿美元。前几大持仓：AAPL（5.86%）、MSFT（5.26%）、GOOGL（4.71%）。本季前 25 大持仓中：增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $252.4M | 5.86% | 991,367 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $226.5M | 5.26% | 437,391 | 减持 |
| 3 | GOOGL | ALPHABET INC | $203.0M | 4.71% | 835,141 | 减持 |
| 4 | WMT | WALMART INC | $195.4M | 4.53% | 1.9M | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO. | $182.8M | 4.24% | 579,471 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $147.5M | 3.42% | 293,437 | 减持 |
| 7 | AMZN | AMAZON COM INC | $135.9M | 3.15% | 618,973 | 增持 |
| 8 | CVX | CHEVRON CORP NEW | $123.1M | 2.86% | 792,965 | 减持 |
| 9 | PSX | PHILLIPS 66 | $120.2M | 2.79% | 883,634 | 减持 |
| 10 | V | VISA INC | $119.4M | 2.77% | 349,885 | 减持 |
| 11 | XOM | EXXON MOBIL CORP | $112.8M | 2.62% | 1.0M | 减持 |
| 12 | CSCO | CISCO SYS INC | $107.5M | 2.49% | 1.6M | 增持 |
| 13 | HD | HOME DEPOT INC | $104.3M | 2.42% | 257,467 | 减持 |
| 14 | JNJ | JOHNSON & JOHNSON | $98.5M | 2.28% | 531,016 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $85.4M | 1.98% | 419,572 | 增持 |
| 16 | SO | SOUTHERN CO | $84.6M | 1.96% | 892,989 | 增持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $81.9M | 1.90% | 506,376 | 增持 |
| 18 | TJX | TJX COS INC NEW | $81.9M | 1.90% | 566,710 | 增持 |
| 19 | IVV | ISHARES TR | $80.4M | 1.86% | 120,080 | 持平 |
| 20 | META | META PLATFORMS INC | $77.7M | 1.80% | 105,853 | 增持 |
| 21 | SFBS | SERVISFIRST BANCSHARES INC | $74.1M | 1.72% | 919,701 | 减持 |
| 22 | COST | COSTCO WHSL CORP NEW | $69.5M | 1.61% | 75,070 | 减持 |
| 23 | PLD | PROLOGIS INC. | $66.2M | 1.54% | 577,827 | 减持 |
| 24 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $65.8M | 1.53% | 875,796 | 减持 |
| 25 | HON | HONEYWELL INTL INC | $64.2M | 1.49% | 305,040 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR