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Portfolio (Quarterly) Guide ↗

SEVEN MILE ADVISORY

· CIK 0001987932
13F Portfolio $139M AUM 182 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 24 Added 110 Reduced 110 Exited
Page 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 RGEN REPLIGEN CORP COM Healthcare 1,381 $226K 0.04% SOLD
82 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 985 $219K 0.04% SOLD
83 GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 3,720 $219K 0.04% SOLD
84 EBAY EBAY INC. COM Consumer Cyclical 2,482 $216K 0.04% SOLD
85 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 2,816 $216K 0.04% SOLD
86 IEI iShares 3-7 Year Treasury Bond ETF 1,790 $214K 0.04% SOLD
87 DAL DELTA AIR LINES INC COM NEW Industrials 3,067 $213K 0.04% SOLD
88 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 2,537 $211K 0.04% SOLD
89 ETN EATON CORP PLC SHS Industrials 660 $210K 0.04% SOLD
90 GWW WW GRAINGER INC COM Industrials 208 $210K 0.04% SOLD
91 URI UNITED RENTALS INC COM Industrials 259 $210K 0.04% SOLD
92 ITW ILLINOIS TOOL WKS INC COM Industrials 845 $208K 0.04% SOLD
93 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 425 $207K 0.04% SOLD
94 STT STATE STR CORP COM Financial Services 1,598 $206K 0.04% SOLD
95 MLI MUELLER INDS INC COM Industrials 1,785 $205K 0.04% SOLD
96 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,793 $205K 0.04% SOLD
97 LOW LOWES COS INC COM Consumer Cyclical 845 $204K 0.04% SOLD
98 ULTA ULTA BEAUTY INC COM Consumer Cyclical 336 $203K 0.04% SOLD
99 LNG CHENIERE ENERGY INC COM NEW Energy 1,038 $202K 0.04% SOLD
100 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 3,520 $201K 0.04% SOLD
Page 5 of 6  ·  110 positions
Sector Allocation
Technology 40.1%
Financial Services 20.0%
Communication Services 11.7%
Consumer Cyclical 9.1%
Healthcare 7.4%
Consumer Defensive 3.9%
Industrials 2.6%
Energy 2.3%
Basic Materials 1.0%
Utilities 0.9%