Stonegate Management LLC

CIK 1877054 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$151.0M
13F मूल्य के अनुसार 9443 में से #7370 · शीर्ष 78.0%
पोजीशन
57
तिथि अनुसार
30 सितमबर 2025 Q3 2025 के अनुसार डेटा
शीर्ष 10 होल्डिंग्स का भार
58.92%
शीर्ष 25 होल्डिंग्स का भार
82.64%
1% से ऊपर की स्थितियाँ
29
स्थितियों की प्रभावी संख्या
13.3

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

नई स्थितियाँ
57
बढ़ाया
0
घटा हुआ
0
बंद
0
इस पृष्ठ पर

क्षेत्रवार विवरण

Financial Services
10.0%
Technology
6.4%
Healthcare
6.2%
Financials
4.9%
Communication Services
3.2%
Retail
3.1%
Real Estate
2.7%
Energy
2.1%
Industrials
1.8%
Consumer Discretionary
1.1%
Consumer products
0.8%
Consumer Staples
0.5%
अन्य/अनमैप्ड
57.1%

पूर्ण पोर्टफोलियो 57 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
SPY SPY $33224201 22.01% 49736 ऊपर ×1
RSP $17659552 11.70% 93092 ऊपर ×1
ITA ITA $5850491 3.88% 27958 ऊपर ×1
JEPI $5417477 3.59% 94877 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $5259310 3.48% 8750 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $4827161 3.20% 19820 ऊपर ×1
VPU $4555121 3.02% 24049 ऊपर ×1
KKR KKR & Co. Inc. Common Stock $4454296 2.95% 34277 ऊपर ×1
ABBV AbbVie Inc. Common Stock $4166099 2.76% 17993 ऊपर ×1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares $3539076 2.34% 34830 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $3166746 2.10% 6114 ऊपर ×1
ET Energy Transfer LP Common Units $3123120 2.07% 182000 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $3069406 2.03% 16450 ऊपर ×1
APO Apollo Global Management, Inc. (New) Common Stock $3000308 1.99% 22513 ऊपर ×1
BSVN Bank7 Corp. - Common stock $2504922 1.66% 53823 ऊपर ×1
V Visa Inc. $2441891 1.62% 7153 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $2399900 1.59% 10930 ऊपर ×1
WMT Walmart Inc. - Common Stock $2350592 1.56% 22808 ऊपर ×1
CI The Cigna Group Common Stock $2349238 1.56% 8150 ऊपर ×1
BAC Bank of America Corporation Common Stock $2162240 1.43% 41912 ऊपर ×1
VBR $2138307 1.42% 10200 ऊपर ×1
XLE XLE $1826556 1.21% 20445 ऊपर ×1
VOE $1789617 1.19% 10200 ऊपर ×1
WRB W.R. Berkley Corporation Common Stock $1762260 1.17% 23000 ऊपर ×1
AMAT Applied Materials, Inc. - Common Stock $1719816 1.14% 8400 ऊपर ×1
AER AerCap Holdings N.V. Ordinary Shares $1694000 1.12% 14000 ऊपर ×1
VTV $1686900 1.12% 9000 ऊपर ×1
MU Micron Technology, Inc. - Common Stock $1673200 1.11% 10000 ऊपर ×1
AMLP $1619085 1.07% 34500 ऊपर ×1
INVH Invitation Homes Inc. Common Stock $1321644 0.88% 44620 ऊपर ×1
CMG Chipotle Mexican Grill, Inc. Common Stock $1293270 0.86% 33000 ऊपर ×1
BX Blackstone Inc. Common Stock $1261215 0.84% 7382 ऊपर ×1
MA Mastercard Incorporated Common Stock $1219529 0.81% 2144 ऊपर ×1
AMH American Homes 4 Rent Common Shares of Beneficial Interest $1106760 0.73% 33286 ऊपर ×1
CG The Carlyle Group Inc. - Common Stock $1003200 0.66% 16000 ऊपर ×1
MS Morgan Stanley Common Stock $874280 0.58% 5500 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $868161 0.58% 10245 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $796350 0.53% 1000 ऊपर ×1
IHF IHF $790240 0.52% 16000 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $706790 0.47% 4600 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $693946 0.46% 2200 ऊपर ×1
RTX RTX Corporation Common Stock $669320 0.44% 4000 ऊपर ×1
ELV Elevance Health, Inc. Common Stock $617159 0.41% 1910 ऊपर ×1
DLR Digital Realty Trust, Inc. Common Stock $605080 0.40% 3500 ऊपर ×1
PLD Prologis, Inc. Common Stock $599283 0.40% 5233 ऊपर ×1
LGIH LGI Homes, Inc. - Common Stock $568810 0.38% 11000 ऊपर ×1
KBWB Invesco KBW Bank ETF $560375 0.37% 7165 ऊपर ×1
AZN AstraZeneca PLC - American Depositary Shares $498680 0.33% 6500 ऊपर ×1
EQIX Equinix, Inc. - Common Stock $466028 0.31% 595 ऊपर ×1
ABT Abbott Laboratories Common Stock $455396 0.30% 3400 ऊपर ×1
NOC Northrop Grumman Corporation Common Stock $426524 0.28% 700 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $421320 0.28% 3000 ऊपर ×1
KO Coca-Cola Company (The) Common Stock $400980 0.27% 6000 ऊपर ×1
JNJ Johnson & Johnson Common Stock $370840 0.25% 2000 ऊपर ×1
SBUX Starbucks Corporation - Common Stock $363780 0.24% 4300 ऊपर ×1
IXJ $354480 0.23% 4000 ऊपर ×1
C Citigroup, Inc. Common Stock $216500 0.14% 2133 ऊपर ×1

सबसे बड़े नए दांव

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
SPY $33224201 49736 22.01%
RSP $17659552 93092 11.70%
ITA $5850491 27958 3.88%
JEPI $5417477 94877 3.59%
QQQ $5259310 8750 3.48%
GOOG $4827161 19820 3.20%
VPU $4555121 24049 3.02%
KKR $4454296 34277 2.95%
ABBV $4166099 17993 2.76%
QQQE $3539076 34830 2.34%
MSFT $3166746 6114 2.10%
ET $3123120 182000 2.07%
NVDA $3069406 16450 2.03%
APO $3000308 22513 1.99%
BSVN $2504922 53823 1.66%