Stonegate Investment Group, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.19 Billion distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $252M, Microsoft Corp with a value of $227M, Alphabet Inc. with a value of $203M, Walmart Inc. with a value of $195M, and Jpmorgan Chase & CO with a value of $183M.
Examining the 13F form we can see an increase of $335M in the current position value, from $3.86B to 4.19B .
Stonegate Investment Group, LLC is based out at Birmingham, AL
Below you can find more details about Stonegate Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.19 Billion
$1.07 Billion
$648 Million
$404 Million
$388 Million
$376 Million
$354 Million
$276 Million
$245 Million
$436 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 23.08%
-
$0
0.0% of portfolio
-
Q2 2025
New
Ge Healthcare Technologies I
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 10.72%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 20.0%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 7.49%
-
$0
0.0% of portfolio
-
Q1 2025
Added 0.46%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 52.0%
$0
$205,000
0.0% of portfolio
850
Q3 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 64.0%
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 0.13%
-
$0
0.0% of portfolio
-
Q3 2025
Added 46.15%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 50.0%
Fidelity Wise Origin Bitcoin
-
$0
0.0% of portfolio
-
Q3 2025
Added 5.06%
$1.58B
$72,000
0.0% of portfolio
10,000
Q4 2024
New
Canadian Pacific Kansas City
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 3.58%
-
$0
0.0% of portfolio
-
Q3 2023
New
$0
$134,000
0.0% of portfolio
26,250
Q3 2025
New
Brookfield Renewable Corp
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 4.29%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 13.04%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 12.84%
-
$0
0.0% of portfolio
-
Q3 2025
Added 180.0%
Blackstone Mortgage Trust In
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q1 2025
Added 27.27%
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
New
$32.8B
$187,000
0.0% of portfolio
12,446
Q3 2025
Reduced 34.75%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 52.0%
-
$0
0.0% of portfolio
-
Q2 2025
Added 38.46%
-
$0
0.0% of portfolio
-
Q3 2025
Added 115.38%
-
$0
0.0% of portfolio
-
Q3 2025
Added 4.0%
$3.47B
$196,000
0.0% of portfolio
10,765
Q3 2025
Reduced 5.76%
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Added 136.36%
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 32.43%
-
$0
0.0% of portfolio
-
Q2 2025
Added 10.69%
$7.21B
$152,000
0.0% of portfolio
620
Q2 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
New
-
$0
0.0% of portfolio
-
Q3 2025
Reduced 10.07%
