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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 5 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,809.0 $2.4M 0.35% -499.0 -6.0% $303.45 +0.5%
82 AMD ADVANCED MICRO DEVICES INC Technology 4,750.0 $2.3M 0.34% -1K -18.4% $483.33 -2.1%
83 IJR ISHARES TR 15,064.0 $2.2M 0.33% -2K -11.8% $148.93 -1.1%
84 NSC NORFOLK SOUTHN CORP Industrials 6,686.0 $2.2M 0.33% -76.0 -1.1% $334.36 +4.9%
85 ASML ASML HLDG NV Technology 1,220.0 $2.1M 0.31% -7.0 -0.6% $1741.02 +1.3%
86 SPYG SPDR SERIES TRUST 16,971.0 $2.1M 0.31% +2K +12.7% $123.02 -2.3%
87 LMT LOCKHEED MARTIN CORP Industrials 3,332.0 $2.0M 0.29% -56.0 -1.6% $587.92 -4.1%
88 GD GENERAL DYNAMICS CORP Industrials 4,733.0 $1.9M 0.27% -234.0 -4.7% $392.08 -2.0%
89 ABT ABBOTT LABORATORIES Healthcare 17,149.0 $1.8M 0.27% -2K -11.2% $107.81 +8.2%
90 IJH ISHARES TR 22,522.0 $1.8M 0.26% -3K -11.1% $77.79 -1.3%
91 GLD SPDR GOLD TR Financial Services 4,237.0 $1.7M 0.25% -391.0 -8.4% $398.47 +6.2%
92 HONEYWELL AEROSPACE INC 9,698.0 $1.6M 0.24% NEW $168.51
93 IEF ISHARES TR 16,444.0 $1.5M 0.23% -1K -6.7% $93.17 -0.4%
94 SAP SAP SE Technology 7,242.0 $1.5M 0.22% -416.0 -5.4% $206.16 +6.1%
95 ZTS ZOETIS INC Healthcare 20,180.0 $1.5M 0.22% +7K +50.6% $72.66 +7.0%
96 CSL CARLISLE COS INC Industrials 3,719.0 $1.4M 0.21% $387.49 -5.1%
97 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,180.0 $1.4M 0.21% $271.31 +3.5%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,619.0 $1.4M 0.21% -1K -5.1% $64.72 +3.5%
99 HD HOME DEPOT INC Consumer Cyclical 3,801.0 $1.4M 0.20% -410.0 -9.7% $355.65 -5.6%
100 MA MASTERCARD INCORPORATED Financial Services 2,388.0 $1.3M 0.20% +75.0 +3.2% $562.95 +3.1%
Page 5 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%