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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CPRT COPART INC Industrials 58,721.0 $2.4M 0.39% -17K -22.8% $41.54 -18.7%
42 DRI DARDEN RESTAURANTS INC Consumer Cyclical 11,513.0 $2.3M 0.36% -2K -12.0% $196.43 +3.6%
43 IJR ISHARES TR 17,075.0 $2.2M 0.35% -640.0 -3.6% $128.14 +7.2%
44 APD AIR PRODS & CHEMS INC Basic Materials 8,308.0 $2.2M 0.35% -2K -21.2% $262.63 +10.2%
45 GLD SPDR GOLD TR Financial Services 4,628.0 $2.2M 0.35% -300.0 -6.1% $464.70 -10.9%
46 PGR PROGRESSIVE CORP Financial Services 10,311.0 $2.1M 0.34% -1K -12.2% $208.00 -4.1%
47 ABT ABBOTT LABS Healthcare 19,322.0 $2.1M 0.34% -608.0 -3.0% $108.77 -19.6%
48 SAP SAP SE Technology 7,658.0 $1.8M 0.29% -170.0 -2.2% $239.90 -26.7%
49 TMUS T-MOBILE US INC Communication Services 9,752.0 $1.8M 0.29% -2K -14.6% $187.96 +1.9%
50 GD GENERAL DYNAMICS CORP Industrials 4,967.0 $1.8M 0.29% -319.0 -6.0% $363.56 -5.7%
51 DIS DISNEY WALT CO Communication Services 15,738.0 $1.8M 0.28% -3K -16.7% $111.31 -7.5%
52 ASML ASML HOLDING N V Technology 1,227.0 $1.7M 0.28% -87.0 -6.6% $1413.42 +15.5%
53 ZTS ZOETIS INC Healthcare 13,396.0 $1.7M 0.27% -3K -18.3% $123.92 -35.4%
54 HD HOME DEPOT INC Consumer Cyclical 4,211.0 $1.6M 0.26% -2K -28.8% $386.49 -19.0%
55 MCD MCDONALDS CORP Consumer Cyclical 4,935.0 $1.5M 0.25% -220.0 -4.3% $312.95 -9.8%
56 VCIT VANGUARD SCOTTSDALE FDS 16,818.0 $1.4M 0.23% -3K -13.4% $83.97 -2.1%
57 FDX FEDEX CORP Industrials 4,553.0 $1.4M 0.22% -362.0 -7.4% $304.49 +29.5%
58 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,789.0 $1.2M 0.20% -3K -11.4% $54.60 +8.9%
59 SCHG SCHWAB STRATEGIC TR 34,826.0 $1.1M 0.18% -1K -3.6% $32.46 +5.9%
60 SCCO SOUTHERN COPPER CORP Basic Materials 5,878.0 $1.1M 0.18% -117.0 -1.9% $188.41 -4.6%
Page 3 of 6  ·  111 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%