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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 8 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HUBB HUBBELL INC Industrials 1,083.0 $557K 0.08% $513.99 -8.6%
142 TSLA TESLA INC Consumer Cyclical 1,658.0 $545K 0.08% +197.0 +13.5% $328.64 +10.4%
143 TXN TEXAS INSTRS INC Technology 1,878.0 $537K 0.08% -333.0 -15.1% $286.15 -7.6%
144 QQQ INVESCO QQQ TR Financial Services 681.0 $492K 0.07% -14.0 -2.0% $722.68 -1.3%
145 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 11,399.0 $488K 0.07% +3K +38.3% $42.84 +1.0%
146 BRO BROWN & BROWN INC Financial Services 6,721.0 $480K 0.07% $71.43 +2.1%
147 ACN ACCENTURE PLC IRELAND Technology 2,703.0 $475K 0.07% +64.0 +2.4% $175.74 +5.4%
148 SPY STATE STR SPDR S&P 500 ETF T Financial Services 613.0 $474K 0.07% -254.0 -29.3% $772.65 -0.9%
149 MDLZ MONDELEZ INTL INC Consumer Defensive 7,518.0 $471K 0.07% -713.0 -8.7% $62.61 +2.9%
150 AFL AFLAC INC Financial Services 3,711.0 $462K 0.07% -275.0 -6.9% $124.61 -6.9%
151 D DOMINION ENERGY INC Utilities 6,827.0 $460K 0.07% +133.0 +2.0% $67.39 -1.2%
152 SO SOUTHERN CO Utilities 4,873.0 $452K 0.07% -779.0 -13.8% $92.68 -4.0%
153 VLO VALERO ENERGY CORP Energy 1,500.0 $447K 0.07% $298.31 +16.9%
154 CVE CENOVUS ENERGY INC Energy 15,560.0 $440K 0.07% -2K -8.8% $28.25 +16.6%
155 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,655.0 $401K 0.06% -618.0 -14.5% $109.68 -0.3%
156 ITW ILLINOIS TOOL WKS INC Industrials 1,346.0 $399K 0.06% -50.0 -3.6% $296.66 -4.8%
157 EXPAND ENERGY CORPORATION 4,298.0 $399K 0.06% $92.84
158 MTB M & T BK CORP Financial Services 1,585.0 $397K 0.06% -44.0 -2.7% $250.45 -4.0%
159 INTC INTEL CORP Technology 3,743.0 $380K 0.06% NEW $101.66 -11.4%
160 NEM NEWMONT CORP Basic Materials 3,357.0 $379K 0.06% -140.0 -4.0% $112.98 +16.5%
Page 8 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%