STONEBRIDGE CAPITAL Overview
Stonebridge Capital Advisors Llc is an investment advisor that manages 883.5 MM dollars in regulatory AUM and has 18 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 876MM in positions, representing 99% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 876MM in positions, representing 99% of the manager's regulatory AUM.
STONEBRIDGE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STONEBRIDGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.2% | Tech | 7.98% | -0.02% | 0 | 45% | ||
| MSFT | 4.01% | Tech | 12.17% | 0.16% | 0 | 53% | ||
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FEATURED IN
STONEBRIDGE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dennis T. Hippen | Ceo | February-1997 |
| Allison Hippen | Shareholder | December-2000 |
| Donald W. Young | Shareholder | February-2001 |
| Dennis E. Nielsen | Shareholder | December-2000 |
| Lynn B. Brown | Shareholder | February-2001 |
| Robert A. Kincade | President, Chief Compliance Officer, Coo | November-2001 |
| John K. Schonberg | Portfolio Mgr | January-2013 |
STONEBRIDGE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STONEBRIDGE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Our fundamental analysis includes having a clear understanding of the products and services of each company or entity we are researc...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Our fundamental analysis includes having a clear understanding of the products and services of each company or entity we are researc...
Get the Full Report
STONEBRIDGE CAPITAL Portfolio Concentration
STONEBRIDGE CAPITAL Location
2550 UNIVERSITY AVENUE WEST
SUITE 180-S
ST. PAUL, Minnesota
UNITED STATES, 55114-1017
SUITE 180-S
ST. PAUL, Minnesota
UNITED STATES, 55114-1017
STONEBRIDGE CAPITAL Contact Information
Phone Number: 651-251-1000
Fax Number: 651-251-1009
Website: http://www.stonebridgecap.com
Fax Number: 651-251-1009
Website: http://www.stonebridgecap.com
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