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CIK: 0001877054
Total reported value
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1 檔
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During the Q4 2025 filing period, Stonegate Management LLC (CIK: 0001877054) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at — across 1 reported positions.
In Q4 2025, Stonegate Management LLC adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 57 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 2 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 3 | ITA | Ishares U.s. Aerospace & Def | — | EXIT | Sold out |
| 4 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 6 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 7 | VPU | Vanguard Utilities ETF | — | EXIT | Sold out |
| 8 | KKR | Kkr & Co Inc | — | EXIT | Sold out |
| 9 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 10 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | EXIT | Sold out |
| 11 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 12 | ET | Energy Transfer LP | — | EXIT | Sold out |
| 13 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 14 | APO | Apollo Global Management Inc | — | EXIT | Sold out |
| 15 | BSVN | Bank7 CORP | — | EXIT | Sold out |
| 16 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 17 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 18 | WMT | Walmart Inc | — | EXIT | Sold out |
| 19 | CI | THE Cigna Group | — | EXIT | Sold out |
| 20 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 21 | VBR | Vanguard Small-cap Value ETF | — | EXIT | Sold out |
| 22 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 23 | VOE | Vanguard Mid-cap Value ETF | — | EXIT | Sold out |
| 24 | WRB | Wr Berkley CORP | — | EXIT | Sold out |
| 25 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 26 | AER | AerCap Holdings N.V. | — | EXIT | Sold out |
| 27 | VTV | Vanguard Value ETF | — | EXIT | Sold out |
| 28 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 29 | AMLP | Alerian Mlp ETF | — | EXIT | Sold out |
| 30 | INVH | Invitation Homes Inc | — | EXIT | Sold out |
| 31 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 32 | BX | Blackstone Inc | — | EXIT | Sold out |
| 33 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 34 | AMH | American Homes 4 Rent- A | — | EXIT | Sold out |
| 35 | CG | Carlyle Group Inc/the | — | EXIT | Sold out |
| 36 | MS | Morgan Stanley | — | EXIT | Sold out |
| 37 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 38 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 39 | IHF | Ishares U.s. Healthcare Prov | — | EXIT | Sold out |
| 40 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 41 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 42 | RTX | Rtx CORP | — | EXIT | Sold out |
| 43 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 44 | DLR | Digital Realty Trust Inc | — | EXIT | Sold out |
| 45 | PLD | Prologis Inc | — | EXIT | Sold out |
| 46 | LGIH | Lgi Homes Inc | — | EXIT | Sold out |
| 47 | KBWB | Invesco Kbw Bank ETF | — | EXIT | Sold out |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | EQIX | Equinix Inc | — | EXIT | Sold out |
| 50 | ABT | Abbott Laboratories | — | EXIT | Sold out |
According to official SEC Form 13F filings, Stonegate Management LLC reported a total U.S. public equity portfolio value of — across 1 disclosed positions in Q4 2025.
During Q4 2025, Stonegate Management LLC's top holdings by market value included (0.0%). The largest single position, , represented 0.0% of total portfolio value.
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Top Position Liquidated / Trimmed
SPY
前期市值: $33.2M
In Q4 2025, Stonegate Management LLC made 57 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 57 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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