STONEBRIDGE CAPITAL MANAGEMENT INC — 13F holdings

STONEBRIDGE CAPITAL MANAGEMENT INC reported 70 holdings worth $208M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

  1. GPC GENUINE PARTS CO — $18.9M (9.1%)
  2. AAPL APPLE INC — $17.0M (8.2%)
  3. MSFT MICROSOFT CORP — $14.4M (6.9%)
  4. INTC Intel Corp — $14.2M (6.8%)
  5. CAT CATERPILLAR INC — $8.36M (4.0%)
  6. ORCL ORACLE CORP — $7.53M (3.6%)
  7. JNJ Johnson & Johnson — $7.27M (3.5%)
  8. CSCO CISCO SYS INC — $7.15M (3.4%)
  9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $6.98M (3.4%)
  10. AMAT APPLIED MATLS INC — $6.80M (3.3%)