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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 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GWW WW GRAINGER INC Industrials 221.0 $282K 0.04% $1277.55 +2.7%
182 REGN REGENERON PHARMACEUTICALS Healthcare 359.0 $282K 0.04% -13.0 -3.5% $784.36 +6.3%
183 SMMD ISHARES TR 3,036.0 $281K 0.04% -175.0 -5.5% $92.55 -0.7%
184 IBB ISHARES TR 1,417.0 $280K 0.04% -165.0 -10.4% $197.71 +8.0%
185 FEDEX FGHT HLDG CO INC 1,852.0 $268K 0.04% NEW $144.76
186 PPL PPL CORP Utilities 7,322.0 $260K 0.04% -3K -27.8% $35.46 -3.0%
187 OEF ISHARES TR 667.0 $255K 0.04% $383.05 -1.4%
188 VEA VANGUARD TAX-MANAGED FDS 3,391.0 $247K 0.04% NEW $72.89 +0.7%
189 USB US BANCORP Financial Services 3,733.0 $239K 0.04% -112.0 -2.9% $63.93 -2.9%
190 ETHA ISHARES ETHEREUM TR Financial Services 16,435.0 $238K 0.04% NEW $14.47 +26.1%
191 CAH CARDINAL HEALTH INC Healthcare 1,000.0 $236K 0.04% $236.40 -2.9%
192 GE GE AEROSPACE Industrials 634.0 $235K 0.04% NEW $370.08 -5.9%
193 MO ALTRIA GROUP INC Consumer Defensive 3,400.0 $232K 0.03% $68.35 -3.3%
194 IWF ISHARES TR 1,780.0 $222K 0.03% +1K +300.0% $124.60 -1.8%
195 CL COLGATE PALMOLIVE CO Consumer Defensive 2,365.0 $221K 0.03% $93.28 -2.4%
196 VTV VANGUARD INDEX FDS 979.0 $220K 0.03% NEW $224.31 +0.9%
197 DVN DEVON ENERGY CORP NEW Energy 5,074.0 $218K 0.03% NEW $42.98 +14.2%
198 IXN ISHARES TR 1,537.0 $217K 0.03% NEW $140.87 -1.0%
199 AXP AMERICAN EXPRESS CO Financial Services 632.0 $215K 0.03% -159.0 -20.1% $340.91 -1.4%
200 BAX BAXTER INTL INC Healthcare 7,750.0 $214K 0.03% NEW $27.55 -4.4%
Page 10 of 11  ·  212 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%