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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 4 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD SMALL-CAP ETF 1,768.0 $463K 0.33% $261.92 +9.4%
62 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 7,731.0 $460K 0.33% -239K -96.9% $59.55 -1.3%
63 MO ALTRIA GROUP INC COM Consumer Defensive 6,899.0 $455K 0.33% -488.0 -6.6% $65.99 +11.7%
64 CVX CHEVRON CORPORATION COM Energy 2,148.0 $444K 0.32% -844.0 -28.2% $206.90 -7.7%
65 HD HOME DEPOT INC COM Consumer Cyclical 1,346.0 $443K 0.32% -947.0 -41.3% $328.89 -4.6%
66 INTC INTEL CORP COM Technology 9,903.0 $437K 0.32% -2K -16.9% $44.13 +168.5%
67 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 5,251.0 $433K 0.31% +742.0 +16.5% $82.49 +11.6%
68 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,945.0 $431K 0.31% -340.0 -10.3% $146.28 -6.2%
69 GILD GILEAD SCIENCES INC COM Healthcare 3,052.0 $425K 0.31% -2K -33.5% $139.37 -6.4%
70 AZN ASTRAZENECA PLC ORD Healthcare 2,111.0 $416K 0.30% -2K -49.8% $197.22 -3.8%
71 NEE NEXTERA ENERGY INC COM Utilities 4,452.0 $414K 0.30% -671.0 -13.1% $92.88 -3.4%
72 SCHA SCHWAB U.S. SMALL-CAP ETF 14,000.0 $407K 0.29% $29.08 +14.1%
73 VT VANGUARD TOTAL WORLD STOCK ETF 2,926.0 $405K 0.29% +554.0 +23.4% $138.34 +12.2%
74 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,409.0 $398K 0.29% -679.0 -22.0% $165.34 +14.1%
75 SAN BANCO SANTANDER SA ADR Financial Services 35,120.0 $396K 0.29% -520.0 -1.5% $11.28 +9.8%
76 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 817.0 $378K 0.27% -1K -55.5% $463.19 +8.6%
77 BBCA JPMORGAN BETABUILDERS CANADA ETF 3,799.0 $357K 0.26% NEW $94.06 +7.0%
78 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,438.0 $352K 0.25% -2K -43.8% $144.44 -1.4%
79 SHEL SHELL PLC SPON ADS Energy 3,771.0 $351K 0.25% +193.0 +5.4% $93.00 -6.8%
80 ANGLOGOLD ASHANTI PLC COM SHS 3,576.0 $348K 0.25% +49.0 +1.4% $97.36
Page 4 of 10  ·  182 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 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%