Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONEBRIDGE CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 216 | 996,607,855 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC COM | Stock | 101 | $2,042,023 | 12,023 | 0.00 | 0.00 | 26 | 0.22 | 12-31-2023 |
| HERSHEY CO COM | Stock | 102 | $2,036,841 | 10,925 | 0.00 | 0.00 | 2,396 | 28.09 | 12-31-2023 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 103 | $2,024,772 | 39,663 | 0.00 | 0.00 | 13,653 | 52.49 | 12-31-2023 |
| BALL CORP COM | Stock | 104 | $1,933,875 | 33,621 | 0.00 | 0.00 | 2,175 | 6.92 | 12-31-2023 |
