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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 11 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMCSA COMCAST CORP NEW Communication Services 8,317.0 $211K 0.03% -1K -12.7% $25.36 +5.9%
202 ONEQ FIDELITY COMWLTH TR 2,000.0 $210K 0.03% NEW $105.18 -1.9%
203 DELL DELL TECHNOLOGIES INC Technology 462.0 $210K 0.03% NEW $453.77 -2.6%
204 NXPI NXP SEMICONDUCTORS N V Technology 872.0 $209K 0.03% -215.0 -19.8% $239.71 -5.9%
205 IVE ISHARES TR 868.0 $205K 0.03% NEW $235.78 +0.6%
206 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 10,709.0 $134K 0.02% $12.52 -2.4%
207 NXE NEXGEN ENERGY LTD Energy 12,250.0 $128K 0.02% $10.43 +4.1%
208 DNN DENISON MINES CORP Energy 31,000.0 $100K 0.01% $3.22 +8.7%
209 SJT SAN JUAN BASIN RTY TR Energy 15,000.0 $38K 0.01% NEW $2.53 +7.5%
210 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 18,500.0 $32K 0.01% +8K +68.2% $1.71 +1.8%
211 GROY GOLD ROYALTY CORP Basic Materials 10,000.0 $30K 0.00% $3.03 +13.5%
212 KAIROS PHARMA LTD 44,286.0 $17K 0.00% $0.39
Page 11 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%