§ 13F · FUND PROFILE
Stonegate Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3980.3T (13F)Positions · 448Turnover · — · Q3Filed · Nov 3, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 3, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 991K | $252.4T | 5.9% | — |
| 2 | MSFT | MICROSOFT CORP | 437K | $226.5T | 5.3% | — |
| 3 | GOOGL | ALPHABET INC | 835K | $203.0T | 4.7% | — |
| 4 | WMT | WALMART INC | 1.90M | $195.4T | 4.5% | — |
| 5 | JPM | JPMORGAN CHASE & CO. | 579K | $182.8T | 4.2% | — |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 293K | $147.5T | 3.4% | — |
| 7 | AMZN | AMAZON COM INC | 619K | $135.9T | 3.2% | — |
| 8 | CVX | CHEVRON CORP NEW | 793K | $123.1T | 2.9% | — |
| 9 | PSX | PHILLIPS 66 | 884K | $120.2T | 2.8% | — |
| 10 | V | VISA INC | 350K | $119.4T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONEGATE SIGNAL
AC read
Stonegate Investment Group, LLC is a Other fund managing $3980296.6 trillion in assets. The fund runs a broad portfolio of 448 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed