StockDriftsStockDriftsTop 50 Stonegate Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.86% | 991.4K | $252.4M | -0.53%(-5.32K) | $159.21(+71.72%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 5.26% | 437.4K | $226.5M | -1.13%(-4.98K) | $323.36(+50.83%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 4.71% | 835.1K | $203.0M | -3.89%(-33.82K) | $134.98(+132.26%) | 2025-09-30 | |
| WMT | WALMART INC | 4.54% | 1.90M | $195.4M | -2.53%(-49.26K) | $48.06(+132.48%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 4.24% | 579.5K | $182.8M | -1.80%(-10.62K) | $154.85(+111.76%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.43% | 293.4K | $147.5M | -1.31%(-3.88K) | $303.72(+64.07%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 3.16% | 619.0K | $135.9M | +0.03%(+201) | $149.42(+55.61%) | 2025-09-30 | |
| CVX | CHEVRON CORP NEW | 2.86% | 793.0K | $123.1M | -0.53%(-4.22K) | $118.46(+26.65%) | 2025-09-30 | |
| PSX | PHILLIPS 66 | 2.79% | 883.6K | $120.2M | -0.69%(-6.13K) | $94.39(+35.35%) | 2025-09-30 | |
| V | VISA INC | 2.77% | 349.9K | $119.4M | -0.04%(-150) | $216.40(+64.05%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.67% | +75.69% | — | — | +75.69% |
| Top 20 Holdings Unweighted | +19.45% | +70.44% | — | — | +70.44% |
Stonegate Investment Group, Llc reports $4.31B in US-listed equity holdings across 441 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.9%), MSFT (5.3%) and GOOGL (4.7%). The top 20 holdings account for 60.86% of reported assets. Its disclosed equity book has returned +75.69% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stonegate Investment Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904154). View Stonegate Investment Group, Llc’s 13F filings on SEC