Read this manager's filing book
Disclosed positions
Stonegate Investment Group, LLC: source evidence dated 2025-11-04T04:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $252,431,846
- Reported amount
- 991,367
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-25-001234Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| APPLE INC | AAPL | COM | $252,431,846 | 991,367 | SH | None |
| MICROSOFT CORP | MSFT | COM | $226,546,452 | 437,391 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $203,022,687 | 835,141 | SH | None |
| WALMART INC | WMT | COM | $195,376,391 | 1,895,754 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $182,782,594 | 579,471 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $147,522,357 | 293,437 | SH | None |
| AMAZON COM INC | AMZN | COM | $135,907,918 | 618,973 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $123,139,599 | 792,965 | SH | None |
| PHILLIPS 66 | PSX | COM | $120,191,876 | 883,634 | SH | None |
| VISA INC | V | COM CL A | $119,443,765 | 349,885 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $112,836,401 | 1,000,766 | SH | None |
| CISCO SYS INC | CSCO | COM | $107,507,756 | 1,571,291 | SH | None |
| HOME DEPOT INC | HD | COM | $104,323,238 | 257,467 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $98,461,031 | 531,016 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $85,433,247 | 419,572 | SH | None |
| SOUTHERN CO | SO | COM | $84,628,591 | 892,989 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $81,926,634 | 506,376 | SH | None |
| TJX COS INC NEW | TJX | COM | $81,912,312 | 566,710 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $80,369,646 | 120,080 | SH | None |
| META PLATFORMS INC | META | CL A | $77,736,297 | 105,853 | SH | None |
| SERVISFIRST BANCSHARES INC | SFBS | COM | $74,063,485 | 919,701 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $69,486,949 | 75,070 | SH | None |
| PROLOGIS INC. | PLD | COM | $66,172,706 | 577,827 | SH | None |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | COMMON STOCK | $65,772,263 | 875,796 | SH | None |
| HONEYWELL INTL INC | HON | COM | $64,210,858 | 305,040 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $58,401,574 | 411,946 | SH | None |
| SMUCKER J M CO | SJM | COM NEW | $57,535,348 | 529,791 | SH | None |
| DISNEY WALT CO | DIS | COM | $55,930,369 | 488,475 | SH | None |
| BROADCOM INC | AVGO | COM | $54,864,574 | 166,302 | SH | None |
| DEERE & CO | DE | COM | $52,758,959 | 115,381 | SH | None |
| INTUIT | INTU | COM | $51,461,559 | 75,356 | SH | None |
| DANAHER CORPORATION | DHR | COM | $50,815,082 | 256,305 | SH | None |
| NIKE INC | NKE | CL B | $44,747,387 | 641,724 | SH | None |
| ELI LILLY & CO | LLY | COM | $42,648,737 | 55,896 | SH | None |
| 3M CO | MMM | COM | $40,268,194 | 259,493 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $32,487,870 | 174,123 | SH | None |
| ORACLE CORP | ORCL | COM | $27,955,353 | 99,400 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $24,231,201 | 86,760 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $22,970,402 | 38,260 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $22,589,326 | 36,888 | SH | None |
| LINDE PLC | LIN | SHS | $16,585,647 | 34,917 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $16,150,657 | 101,602 | SH | None |
| COCA COLA CO | KO | COM | $16,013,885 | 241,464 | SH | None |
| EATON CORP PLC | ETN | SHS | $15,846,940 | 42,343 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $14,931,952 | 44,954 | SH | None |
| REPUBLIC SVCS INC | RSG | COM | $14,573,778 | 63,508 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $14,213,474 | 46,169 | SH | None |
| MID-AMER APT CMNTYS INC | MAA | COM | $12,914,389 | 92,424 | SH | None |
| MCDONALDS CORP | MCD | COM | $12,244,115 | 40,291 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $11,275,424 | 19,823 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 24 positions lack a resolved ticker and 6 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.