Stonebridge Financial Group, LLC – Q2 2026 PF Holdings AUM: $1.41B NEWLY BOUGHT Top-25: #XLF #VPL #COPX #CMDT #CGMS #SMLF #SMH #MU #FBT #IWR #QTUM #TSM #USMV #TLT #KMAR #ASML #EEMV #BSCT #DE #JMBS #UNH #MS #VLO #VRTX #FULT INCREASED Top-25: #CGCP #USTB #PYLD #MUNI #IEMG #XLI #SPYG #XLK #IWF #DON #CGGR #CGGO #SGOL #IWP #DGRS #LRGF #SCHO #MSFT #JPM #CGIE #PULS #SAMT #CGMU #JAAA #JNJ NO-CHANGE Top-25: #VT #VHT #SCHM #STBA #FMAY #DOL #IWB #DIA #DLN #HTAB #MDYV #MDYG #FJUL #NMAR #AMRX #FAUG #IVW #IFEB #CII #CASY #ACWI #QQQM #SCHF #DFUV #KJAN REDUCED Top-25: #DGRO #SMMU #PRFZ #AAPL #USFR #GOOGL #VTEB #IAU #PRF #JPLD #ADI #CMI #GLW #PWV #VRT #TFLO #CSCO #JEPI #GLD #SPY #VIG #PAYX #GOOG #QCOM #QQQ SOLD-OFF Top-15: #XLC #XLRE #XLU #XLE #ACN #HON #XAR #ICLN #CGSM #GDX #SHEL #EQT #BP #LNKB #ENBP Positive Returns (YTD): #XLE:+26% #BP:+17% #SHEL:+16% #HON:+15% #XLRE:+12% #ICLN:+7% #XLU:+5% #XAR:+3% Negative Returns (YTD): #ACN:-45% #GDX:-17% #EQT:-7% #XLC:-5% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis