What does Stonegate Investment Group, LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Stonegate Investment Group, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

APPLE INC

$252M991K5.9%

MICROSOFT CORP

$227M437K5.3%

ALPHABET INC

$203M835K4.7%

WALMART INC

$195M1.9M4.5%

JPMORGAN CHASE & CO.

$183M579K4.2%

BERKSHIRE HATHAWAY INC DEL

$148M293K3.4%

AMAZON COM INC

$136M619K3.2%

CHEVRON CORP NEW

$123M793K2.9%

PHILLIPS 66

$120M884K2.8%

VISA INC

$119M350K2.8%

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