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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 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNILEVER PLC 14,743.0 $928K 0.14% -887.0 -5.7% $62.96
122 GILD GILEAD SCIENCES INC Healthcare 6,580.0 $877K 0.13% -110.0 -1.6% $133.21 +9.7%
123 BHP BHP BILLITON LIMITED Basic Materials 9,264.0 $838K 0.12% -135.0 -1.4% $90.41 +7.3%
124 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,519.0 $833K 0.12% $548.57 -2.5%
125 PFE PFIZER INC Healthcare 30,831.0 $825K 0.12% -8K -20.4% $26.76 +4.9%
126 APH AMPHENOL CORP Technology 4,875.0 $825K 0.12% -117.0 -2.3% $169.18 -7.2%
127 HYMB SPDR SERIES TRUST 32,795.0 $819K 0.12% -5K -14.0% $24.98 -0.7%
128 SDY SPDR SERIES TRUST 4,979.0 $786K 0.12% -82.0 -1.6% $157.83 +0.4%
129 JEPI J P MORGAN EXCHANGE TRADED F 13,351.0 $769K 0.11% -4K -23.7% $57.58 +0.6%
130 KO COCA COLA CO Consumer Defensive 8,821.0 $768K 0.11% -236.0 -2.6% $87.05 +4.7%
131 TPL TEXAS PACIFIC LAND CORPORATI Energy 2,169.0 $739K 0.11% $340.65 +12.6%
132 BDX BECTON DICKINSON & CO Healthcare 4,157.0 $735K 0.11% -425.0 -9.3% $176.84 +8.6%
133 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 13,826.0 $695K 0.10% $50.30 +18.5%
134 NTR NUTRIEN LTD Basic Materials 10,330.0 $665K 0.10% +205.0 +2.0% $64.42 +16.8%
135 TEL TE CONNECTIVITY PLC Technology 3,070.0 $664K 0.10% NEW $216.33 -5.9%
136 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 917.0 $650K 0.10% $709.16 -1.3%
137 VMC VULCAN MATLS CO Basic Materials 2,170.0 $618K 0.09% -312.0 -12.6% $284.69 -3.0%
138 POET POET TECHNOLOGIES INC Technology 68,375.0 $609K 0.09% -33K -32.6% $8.91 -7.4%
139 WAT WATERS CORP Healthcare 1,462.0 $595K 0.09% +462.0 +46.2% $406.86 +0.9%
140 MDT MEDTRONIC PLC Healthcare 6,406.0 $558K 0.08% -2K -21.9% $87.17 +7.1%
Page 7 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%