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Stonebridge Capital Advisors LLC
Stonebridge Capital Advisors LLC is an SEC-registered investment advisory firm headquartered in St. Paul, Minnesota. Founded in 1997, the firm specializes in providing customized investment and private wealth management services to high-net-worth individuals, institutions, and advisors. Stonebridge prides itself on delivering highly tailored investment solutions designed around client-specific needs and objectives. The firm has a team of fewer than 25 employees and manages over $2 billion in Assets Under Management, serving clients nationwide.
Investment Strategy
Stonebridge Capital Advisors focuses on delivering customized portfolios, combining separately managed accounts of stocks, bonds, exchange-traded funds, and mutual funds. Their advisory process emphasizes personal relationships and individualized service—each portfolio is built around the client’s unique financial goals, risk tolerance, and investment horizon. The firm draws upon decades of industry experience to balance innovation with tradition, seeking to provide consistent long-term value for high-net-worth individuals and institutions.
Latest 13F Filing Activity
Stonebridge Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 217 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp. Com, Broadcom Inc. Com, Oracle Corp. Com among other positions. Stonebridge Capital Advisors LLC reduced exposure to Unitedhealth Group Inc. Com, Apple Inc. Com, Travelers Companies Inc. Com among others.
Top Holdings
Equity Positions (217)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 5.07% | $66.7M | 839,231 | $77.33 | $79.50 | +$4.6M |
M MSFT | MICROSOFT CORP COM | 5.00% | $65.8M | 132,326 | $158.42 | $497.41 | +$16.1M |
A AAPL | APPLE INC COM | 4.54% | $59.8M | 291,479 | $45.31 | $205.17 | -$5.5M |
| ALPHABET INC CAP STK CL A | 3.56% | $46.9M | 266,182 | $82.10 | $176.23 | +$5.9M | |
A AMZN | AMAZON COM INC COM | 3.56% | $46.9M | 213,813 | $112.45 | $219.39 | +$6.6M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager and Principal | Saint Paul, MN , United States | |
 | Portfolio Manager | St. Cloud, MN , United States | |
S Steven Roorda | Portfolio Manager and Senior Research Analyst | Medina, MN , United States | |
 | Portfolio Manager | Minneapolis, MN , United States | |
 | Portfolio Manager | Director of Analytics | Minneapolis, MN , United States | |
 | Portfolio Manager | Saint Paul, MN , United States | |
L Lynn Stonebridge | Portfolio Manager | Town of Brookhaven, NY , United States | |
 | Portfolio Manager | Minneapolis, MN , United States | |
R Ray Hirsch | Portfolio Manager | Scottsdale, AZ , United States | |
 | Executive Vice President and Portfolio Manager | Saint Paul, MN , United States |
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