Stonegate Investment Group, LLC 13F Holdings

CIK 0001904154 · BIRMINGHAM, AL

As of Sep 30, 2025, Stonegate Investment Group, LLC reported 448 positions worth $4.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology991,367$252.4M5.97%
MICROSOFT CORPMSFTTechnology437,391$226.5M5.35%
ALPHABET INCGOOGLEquity835,141$203.0M4.80%
WALMART INCWMTConsumer Defensive1,895,754 95.4M4.62%
JPMORGAN CHASE & COJPMFinancial Services579,471 82.8M4.32%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services293,437 47.5M3.49%
AMAZON.COM INCAMZNEquity618,973 35.9M3.21%
CHEVRON CORPCHVEnergy792,965 23.1M2.91%
PHILLIPS 66PSXEnergy883,634 20.2M2.84%
VISA INC-CLASS A SHARESVFinancial Services349,885 19.4M2.82%
EXXON MOBIL CORPXOMEnergy1,000,766 12.8M2.67%
CISCO SYSTEMS INCCSCOTechnology1,571,291 07.5M2.54%
HOME DEPOT INCHDConsumer Cyclical257,467 04.3M2.47%
JOHNSON & JOHNSONJNJHealthcare531,016$98.5M2.33%
PALO ALTO NETWORKS INCPANWTechnology419,572$85.4M2.02%
SOUTHERN COSOUtilities892,989$84.6M2.00%
ADVANCED MICRO DEVICES INCAMDEquity506,376$81.9M1.94%
TJX COMPANIES INCTJXConsumer Cyclical566,710$81.9M1.94%
ISHARES CORE S&P 500 ETFIVV—120,080$80.4M1.90%
META PLATFORMS INCMETACommunication Services105,853$77.7M1.84%
SERVISFIRST BANCSHARES INCSFBSFinancial Services919,701$74.1M1.75%
COSTCO WHOLESALE CORPCOSTConsumer Defensive75,070$69.5M1.64%
PROLOGIS INCPLDReal Estate577,827$66.2M1.56%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare875,796$65.8M1.55%
HONEYWELL INTERNATIONAL INCHONIndustrials305,040$64.2M1.52%