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Portfolio (Quarterly) Guide ↗

SevenBridge Financial Group, LLC

· CIK 0001673954
13F Portfolio $680M AUM 212 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 58 Added 108 Reduced 13 Exited
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 REGN REGENERON PHARMACEUTICALS Healthcare 359.0 $282K 0.04% -13.0 -3.5% $784.36 +6.3%
102 SMMD ISHARES TR 3,036.0 $281K 0.04% -175.0 -5.5% $92.55 -0.7%
103 IBB ISHARES TR 1,417.0 $280K 0.04% -165.0 -10.4% $197.71 +8.0%
104 PPL PPL CORP Utilities 7,322.0 $260K 0.04% -3K -27.8% $35.46 -3.0%
105 USB US BANCORP Financial Services 3,733.0 $239K 0.04% -112.0 -2.9% $63.93 -2.9%
106 AXP AMERICAN EXPRESS CO Financial Services 632.0 $215K 0.03% -159.0 -20.1% $340.91 -1.4%
107 CMCSA COMCAST CORP NEW Communication Services 8,317.0 $211K 0.03% -1K -12.7% $25.36 +5.9%
108 NXPI NXP SEMICONDUCTORS N V Technology 872.0 $209K 0.03% -215.0 -19.8% $239.71 -5.9%
Page 6 of 6  ·  108 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 30.0%
Financial Services 13.8%
Industrials 11.5%
Healthcare 9.7%
Communication Services 7.7%
Consumer Cyclical 7.6%
Energy 6.9%
Consumer Defensive 5.7%
Basic Materials 4.0%
Utilities 3.2%