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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,195.0 $1.3M 0.22% $258.16 -12.7%
102 CSL CARLISLE COS INC Industrials 3,719.0 $1.3M 0.21% $350.19 -4.7%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 7,247.0 $1.3M 0.20% +125.0 +1.8% $175.76 +7.5%
104 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,789.0 $1.2M 0.20% -3K -11.4% $54.60 +8.9%
105 NFLX NETFLIX INC Communication Services 14,320.0 $1.2M 0.20% +13K +907.7% $85.70 +3.4%
106 MA MASTERCARD INCORPORATED Financial Services 2,313.0 $1.2M 0.20% $527.36 -5.5%
107 NVS NOVARTIS AG Healthcare 7,879.0 $1.2M 0.19% $149.13 +1.9%
108 SCHG SCHWAB STRATEGIC TR 34,826.0 $1.1M 0.18% -1K -3.6% $32.46 +5.9%
109 SCCO SOUTHERN COPPER CORP Basic Materials 5,878.0 $1.1M 0.18% -117.0 -1.9% $188.41 -4.6%
110 SCHF SCHWAB STRATEGIC TR 41,971.0 $1.1M 0.17% -616.0 -1.4% $25.43 +7.2%
111 UNILEVER PLC 15,630.0 $1.1M 0.17% NEW $67.31
112 COP CONOCOPHILLIPS Energy 10,500.0 $1.0M 0.17% -287.0 -2.7% $98.45 +22.4%
113 JEPI J P MORGAN EXCHANGE TRADED F 17,503.0 $1.0M 0.17% -5K -21.4% $58.61 -3.9%
114 EMR EMERSON ELEC CO Industrials 6,815.0 $1.0M 0.16% $149.13 -8.5%
115 PFE PFIZER INC Healthcare 38,708.0 $1.0M 0.16% -19K -33.2% $25.88 +0.1%
116 CVX CHEVRON CORP NEW Energy 5,956.0 $998K 0.16% +214.0 +3.7% $167.51 +14.3%
117 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,522.0 $992K 0.16% $651.80 -17.7%
118 ETN EATON CORP PLC Industrials 2,890.0 $960K 0.15% -607.0 -17.4% $332.28 +17.8%
119 HYMB SPDR SERIES TRUST 38,115.0 $956K 0.15% -1K -2.8% $25.08 -0.5%
120 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 13,826.0 $944K 0.15% $68.31 -13.8%
Page 6 of 11  ·  208 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%