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Portfolio (Quarterly) Guide ↗

SevenBridge Financial Group, LLC

· CIK 0001673954
13F Portfolio $622M AUM 208 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 49 Added 111 Reduced 12 Exited
Page 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 113,219.0 $28.9M 4.65% -3K -2.3% $255.41 +20.9%
2 GOOGL ALPHABET INC Communication Services 80,769.0 $26.9M 4.33% -4K -4.9% $333.26 +14.9%
3 MSFT MICROSOFT CORP Technology 47,955.0 $22.6M 3.63% -624.0 -1.3% $470.28 -11.0%
4 NVDA NVIDIA CORPORATION Technology 93,031.0 $17.3M 2.79% -3K -2.7% $186.47 +15.5%
5 JPM JPMORGAN CHASE & CO. Financial Services 41,734.0 $12.6M 2.02% -290.0 -0.7% $301.04 +1.8%
6 META META PLATFORMS INC Communication Services 15,825.0 $10.6M 1.71% -281.0 -1.7% $672.36 -9.2%
7 JNJ JOHNSON & JOHNSON Healthcare 44,447.0 $9.8M 1.58% -561.0 -1.2% $221.49 +5.8%
8 AMAT APPLIED MATLS INC Technology 25,697.0 $8.2M 1.32% -185.0 -0.7% $319.46 +35.3%
9 JUCY ETF SER SOLUTIONS 355,761.0 $7.9M 1.27% -5K -1.3% $22.28 -0.4%
10 SCHD SCHWAB STRATEGIC TR 262,910.0 $7.7M 1.23% -15K -5.3% $29.18 +12.5%
11 TAFI AB ACTIVE ETFS INC 290,515.0 $7.4M 1.18% -5K -1.7% $25.35 -1.0%
12 ORCL ORACLE CORP Technology 39,657.0 $7.2M 1.16% -612.0 -1.5% $182.44 +5.3%
13 GOOG ALPHABET INC Communication Services 18,907.0 $6.3M 1.01% -260.0 -1.4% $333.58 +13.7%
14 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 75,143.0 $5.7M 0.92% -4K -5.5% $76.26 -13.5%
15 PG PROCTER AND GAMBLE CO Consumer Defensive 34,415.0 $5.1M 0.83% -2K -6.3% $149.49 -3.4%
16 LRCX LAM RESEARCH CORP Technology 21,723.0 $4.8M 0.78% -3K -11.2% $222.87 +37.0%
17 CSCO CISCO SYS INC Technology 61,652.0 $4.7M 0.76% -2K -3.8% $77.01 +56.4%
18 FANG DIAMONDBACK ENERGY INC Energy 29,866.0 $4.6M 0.74% -346.0 -1.1% $153.52 +30.7%
19 FCX FREEPORT-MCMORAN INC Basic Materials 74,729.0 $4.6M 0.73% -2K -2.5% $61.17 +1.3%
20 DE DEERE & CO Industrials 8,600.0 $4.4M 0.71% -275.0 -3.1% $516.53 +2.4%
Page 1 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Financial Services 13.9%
Industrials 11.6%
Healthcare 10.3%
Communication Services 9.8%
Consumer Cyclical 7.4%
Consumer Defensive 6.1%
Energy 6.0%
Basic Materials 3.9%
Utilities 3.4%