Institutions / SevenBridge Financial Group, LLC
SevenBridge Financial Group, LLC
CIK 1673954 · Institution · as of Dec 31, 2025
Portfolio value
$621.89M
Positions
208
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 208 →
| Company | Value | % of portfolio |
|---|---|---|
| ETF Ser Solutions | $32.39M | 5.2% |
| Apple Inc. | $28.92M | 4.6% |
| Alphabet Inc. | $26.92M | 4.3% |
| Microsoft Corp | $22.55M | 3.6% |
| NVIDIA Corp | $17.35M | 2.8% |
| Amazon.com Inc | $16.10M | 2.6% |
| JPMorgan Chase & Co | $12.56M | 2.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $11.54M | 1.9% |
| Meta Platforms Inc | $10.64M | 1.7% |
| Invesco Exchange Traded Fd T | $10.03M | 1.6% |
| Johnson & Johnson | $9.84M | 1.6% |
| Walmart Inc. | $9.42M | 1.5% |
| ELI LILLY & Co | $9.27M | 1.5% |
| The Goldman Sachs Group, Inc. | $8.88M | 1.4% |
| Exxon Mobil Corp | $8.27M | 1.3% |
| Applied Materials Inc /De | $8.21M | 1.3% |
| Caterpillar Inc | $8.08M | 1.3% |
| ETF Ser Solutions | $7.93M | 1.3% |
| Morgan Stanley | $7.90M | 1.3% |
| Schwab Strategic Tr | $7.67M | 1.2% |
| AB Active Etfs Inc | $7.36M | 1.2% |
| Oracle Corp | $7.24M | 1.2% |
| The PNC Financial Services Group, Inc. | $7.04M | 1.1% |
| iShares Tr | $6.81M | 1.1% |
| Cummins Inc | $6.71M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.