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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 2 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TAFI AB ACTIVE ETFS INC 290,515.0 $7.4M 1.18% -5K -1.7% $25.35 -1.0%
22 ORCL ORACLE CORP Technology 39,657.0 $7.2M 1.16% -612.0 -1.5% $182.44 +5.3%
23 PNC PNC FINL SVCS GROUP INC Financial Services 31,906.0 $7.0M 1.13% +293.0 +0.9% $220.75 -0.7%
24 SHY ISHARES TR 82,230.0 $6.8M 1.10% +3K +4.2% $82.87 -0.9%
25 CMI CUMMINS INC Industrials 11,765.0 $6.7M 1.08% +663.0 +6.0% $569.95 +12.2%
26 BKAG BNY MELLON ETF TRUST 152,480.0 $6.5M 1.04% +5K +3.7% $42.54 -1.9%
27 GOOG ALPHABET INC Communication Services 18,907.0 $6.3M 1.01% -260.0 -1.4% $333.58 +13.7%
28 PWR QUANTA SVCS INC Industrials 12,298.0 $5.8M 0.93% +586.0 +5.0% $470.78 +53.7%
29 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 75,143.0 $5.7M 0.92% -4K -5.5% $76.26 -13.5%
30 SRE SEMPRA Utilities 65,569.0 $5.7M 0.91% +4K +7.2% $86.70 +7.0%
31 PSX PHILLIPS 66 Energy 38,496.0 $5.4M 0.87% +2K +4.4% $140.39 +26.6%
32 DUK DUKE ENERGY CORP NEW Utilities 45,393.0 $5.4M 0.87% +5K +11.1% $118.78 +5.8%
33 V VISA INC Financial Services 15,769.0 $5.2M 0.83% +91.0 +0.6% $328.49 +0.1%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 34,415.0 $5.1M 0.83% -2K -6.3% $149.49 -3.4%
35 LOW LOWES COS INC Consumer Cyclical 17,897.0 $5.0M 0.80% +1K +6.4% $277.91 -22.6%
36 UNP UNION PAC CORP Industrials 21,309.0 $4.9M 0.79% +2K +9.8% $230.89 +15.2%
37 AVGO BROADCOM INC Technology 14,977.0 $4.9M 0.78% +523.0 +3.6% $324.85 +27.5%
38 LRCX LAM RESEARCH CORP Technology 21,723.0 $4.8M 0.78% -3K -11.2% $222.87 +37.0%
39 ISRG INTUITIVE SURGICAL INC Healthcare 9,067.0 $4.8M 0.77% +1K +14.1% $528.78 -17.1%
40 CSCO CISCO SYS INC Technology 61,652.0 $4.7M 0.76% -2K -3.8% $77.01 +56.4%
Page 2 of 11  ·  208 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%