Stonebrook Private Inc. Portfolio Holdings

Stonebrook Private Inc.

  • $463 Billion
  • Q3 2025

Stonebrook Private Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $463 Billion distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.5B, Ishares Msci Usa Quality Facto with a value of $21B, Microsoft Corp with a value of $20.9B, Ishares Inc with a value of $19.3B, and Msci Eafe Value ETF with a value of $18.2B.

Examining the 13F form we can see an increase of $35.5B in the current position value, from $427B to 463B.

Stonebrook Private Inc. is based out at Northville, MI

Below you can find more details about Stonebrook Private Inc. portfolio as well as his latest detailed transactions.

Portfolio value $463 Billion
ETFs: $192 Billion
Technology: $90.4 Billion
Financial Services: $31.3 Billion
Consumer Cyclical: $26.9 Billion
Industrials: $26.8 Billion
Healthcare: $21.1 Billion
Communication Services: $17.6 Billion
Consumer Defensive: $12 Billion
Other: $16.7 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$875M
$564 Million 0.12% of portfolio
14,401
Q3 2025 Reduced 9.64%
$449M
$235 Million 0.05% of portfolio
8,653
Q3 2025 Reduced 0.55%
$494M
$35.8 Million 0.01% of portfolio
10,230
Q3 2025 Reduced 3.45%
$606M
$17.1 Million 0.0% of portfolio
10,263
Q3 2025 Reduced 2.05%
$481M
$14.4 Million 0.0% of portfolio
10,985
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $463 Billion
  • Prior Value $427 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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