Stonegate Management LLC - Portfolio overview

Stonegate Management LLC has 57 reported holdings in this dataset, with the latest filing dated 2025-11-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 22.01%
2. RSP - INVESCO EXCHANGE TRADED FD T, 11.70%
3. ITA - ISHARES TR, 3.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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