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Portfolio (Quarterly) Guide ↗

SevenBridge Financial Group, LLC

· CIK 0001673954
13F Portfolio $607M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 212 New
Page 5 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DRI DARDEN RESTAURANTS INC Consumer Cyclical 13,087.0 $2.3M 0.38% NEW $175.67 +12.2%
82 DIS DISNEY WALT CO Communication Services 18,902.0 $2.2M 0.36% NEW $116.65 -11.2%
83 HD HOME DEPOT INC Consumer Cyclical 5,918.0 $2.2M 0.36% NEW $371.16 -15.5%
84 IJR ISHARES TR 17,715.0 $2.1M 0.35% NEW $119.50 +14.0%
85 ZTS ZOETIS INC Healthcare 16,394.0 $2.0M 0.33% NEW $121.25 -34.3%
86 SAP SAP SE Technology 7,828.0 $2.0M 0.33% NEW $253.32 -29.0%
87 NSC NORFOLK SOUTHN CORP Industrials 6,762.0 $1.9M 0.32% NEW $286.49 +8.7%
88 GLD SPDR GOLD TR Financial Services 4,928.0 $1.9M 0.31% NEW $385.99 +8.0%
89 GD GENERAL DYNAMICS CORP Industrials 5,286.0 $1.8M 0.30% NEW $349.47 -3.1%
90 IJH ISHARES TR 25,453.0 $1.7M 0.28% NEW $65.56 +11.2%
91 NFLX NETFLIX INC Communication Services 1,421.0 $1.6M 0.27% NEW $1157.50 -92.3%
92 TGT TARGET CORP Consumer Defensive 17,894.0 $1.6M 0.27% NEW $91.91 +33.1%
93 VCIT VANGUARD SCOTTSDALE FDS 19,426.0 $1.6M 0.27% NEW $83.93 -2.1%
94 IEF ISHARES TR 16,621.0 $1.6M 0.27% NEW $96.88 -3.2%
95 MCD MCDONALDS CORP Consumer Cyclical 5,155.0 $1.6M 0.26% NEW $306.94 -7.4%
96 LMT LOCKHEED MARTIN CORP Industrials 3,383.0 $1.5M 0.26% NEW $457.02 +14.4%
97 AMD ADVANCED MICRO DEVICES INC Technology 5,833.0 $1.5M 0.25% NEW $258.88 +73.7%
98 PFE PFIZER INC Healthcare 57,939.0 $1.5M 0.25% NEW $25.87 +0.3%
99 IEI ISHARES TR 12,123.0 $1.5M 0.24% NEW $119.70 -2.1%
100 SPYG SPDR SERIES TRUST 13,273.0 $1.4M 0.23% NEW $107.05 +10.5%
Page 5 of 11  ·  212 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 29.1%
Financial Services 13.7%
Industrials 10.9%
Healthcare 10.2%
Communication Services 9.4%
Consumer Cyclical 7.5%
Consumer Defensive 6.6%
Energy 5.6%
Basic Materials 3.6%
Utilities 3.3%