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SevenBridge Financial Group, LLC 13F holdings

Filed 2026-08-12 · SevenBridge Financial Group, LLC · 212 positions · $679.8M

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TickerCompanySharesValue% of portfolio
DRSKETF SER SOLUTIONS1.3M$37.5M5.5%
AAPLAPPLE INC106.3K$33.3M4.9%
GOOGLALPHABET INC75.2K$26.6M3.9%
MSFTMICROSOFT CORP47.7K$23.9M3.5%
NVDANVIDIA CORPORATION93.2K$20.9M3.1%
AMZNAMAZON COM INC68.3K$18.7M2.8%
JPMJPMORGAN CHASE & CO39.9K$14.3M2.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC33.9K$14.2M2.1%
AMATAPPLIED MATLS INC23.1K$12.5M1.8%
JNJJOHNSON & JOHNSON43.6K$11.3M1.7%
LLYELI LILLY & CO9.0K$10.6M1.6%
CATCATERPILLAR INC12.3K$10.4M1.5%
METAMETA PLATFORMS INC17.2K$10.2M1.5%
GSGOLDMAN SACHS GROUP INC9.6K$10.0M1.5%
MSMORGAN STANLEY45.2K$9.8M1.4%
EXMOCEXXON MOBIL CORP59.1K$9.0M1.3%
JUCYETF SER SOLUTIONS400.2K$8.8M1.3%
CRWDCROWDSTRIKE HLDGS INC41.0K$8.8M1.3%
WMTWALMART INC78.1K$8.7M1.3%
SCHDSCHWAB STRATEGIC TR245.6K$8.3M1.2%
PWRQUANTA SVCS INC12.2K$8.2M1.2%
PNCPNC FINL SVCS GROUP INC32.3K$8.2M1.2%
PSXPHILLIPS 6638.5K$7.8M1.2%
CMICUMMINS INC11.9K$7.6M1.1%
CSCOCISCO SYS INC58.7K$7.1M1.0%
BKAGBNY MELLON ETF TRUST171.8K$7.1M1.0%
AVGOBROADCOM INC15.5K$6.6M1.0%
UNPUNION PAC CORP22.5K$6.6M1.0%
GOOGALPHABET INC18.4K$6.5M1.0%
LRCXLAM RESEARCH CORP20.5K$6.4M0.9%
SHYISHARES TR76.1K$6.2M0.9%
VVISA INC16.7K$6.0M0.9%
DUKDUKE ENERGY CORP NEW48.1K$6.0M0.9%
PRPERMIAN RESOURCES CORP297.3K$6.0M0.9%
PLTRPALANTIR TECHNOLOGIES INC33.6K$5.8M0.9%
DEDEERE & CO9.3K$5.8M0.9%
FANGDIAMONDBACK ENERGY INC30.6K$5.8M0.8%
SRESEMPRA68.4K$5.7M0.8%
PGPROCTER & GAMBLE CO39.3K$5.7M0.8%
TAFIAB ACTIVE ETFS INC227.3K$5.7M0.8%
LINLINDE PLC10.8K$5.3M0.8%
FBTCFIDELITY WISE ORIGIN BITCOIN93.1K$5.3M0.8%
FCXFREEPORT MCMORAN INC75.2K$5.2M0.8%
COSTCOSTCO WHOLESALE CORPORATION5.4K$5.1M0.7%
BLKBLACKROCK INC4.3K$4.9M0.7%
NEENEXTERA ENERGY INC57.0K$4.8M0.7%
DGROISHARES TR60.1K$4.8M0.7%
QCOMQUALCOMM INC27.1K$4.5M0.7%
LOWLOWES COS INC19.5K$4.4M0.6%
SHWSHERWIN WILLIAMS CO11.5K$4.3M0.6%
MARMARRIOTT INTL INC NEW12.0K$4.2M0.6%
RTXRTX CORPORATION18.7K$4.2M0.6%
CASYCASEYS GEN STORES INC4.9K$4.1M0.6%
TMOTHERMO FISHER SCIENTIFIC INC6.6K$3.9M0.6%
ISRGINTUITIVE SURGICAL INC10.2K$3.8M0.6%
AZOAUTOZONE INC1.2K$3.7M0.5%
ABBVABBVIE INC15.0K$3.7M0.5%
BACBANK OF AMER CORP57.6K$3.6M0.5%
ORCLORACLE CORP24.7K$3.6M0.5%
LQDISHARES TR31.9K$3.4M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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