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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SYY SYSCO CORP Consumer Defensive 4,443.0 $374K 0.06% -245.0 -5.2% $84.28 -0.2%
162 SNOW SNOWFLAKE INC Technology 1,110.0 $367K 0.05% -668.0 -37.6% $330.49 +0.7%
163 JEPQ J P MORGAN EXCHANGE TRADED F 6,063.0 $362K 0.05% -165.0 -2.6% $59.74 +0.2%
164 SBUX STARBUCKS CORP Consumer Cyclical 3,340.0 $353K 0.05% -27K -88.8% $105.56 +1.4%
165 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,628.0 $352K 0.05% -34.0 -2.0% $216.36 -4.6%
166 IEUR ISHARES TR 4,281.0 $335K 0.05% -198.0 -4.4% $78.33 +0.1%
167 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,702.0 $335K 0.05% $90.36 -47.1%
168 DFUV DIMENSIONAL ETF TRUST 5,856.0 $333K 0.05% +41.0 +0.7% $56.89 +1.0%
169 AEM AGNICO EAGLE MINES LTD Basic Materials 1,863.0 $333K 0.05% -204.0 -9.9% $178.80 +20.8%
170 PAYX PAYCHEX INC Industrials 2,773.0 $333K 0.05% $120.05 +3.7%
171 IVV ISHARES TR 426.0 $331K 0.05% -7.0 -1.6% $776.90 -1.0%
172 VOOG VANGUARD ADMIRAL FDS INC 3,774.0 $322K 0.05% +3K +500.0% $85.42 -2.3%
173 ROK ROCKWELL AUTOMATION INC Industrials 725.0 $320K 0.05% $441.10 -0.9%
174 VZ VERIZON COMMUNICATIONS INC Communication Services 6,559.0 $309K 0.04% -785.0 -10.7% $47.06 +5.1%
175 XLI SELECT SECTOR SPDR TR 1,660.0 $307K 0.04% $185.18 -2.7%
176 C CITIGROUP INC Financial Services 2,268.0 $306K 0.04% -184.0 -7.5% $135.00 -2.5%
177 IVW ISHARES TR 2,128.0 $302K 0.04% $142.10 -2.3%
178 EPD ENTERPRISE PRODS PARTNERS L 7,884.0 $298K 0.04% +500.0 +6.8% $37.75
179 VOO VANGUARD INDEX FDS 413.0 $294K 0.04% +10.0 +2.5% $710.71 -1.0%
180 CCJ CAMECO CORP Energy 2,980.0 $290K 0.04% $97.40 +5.3%
Page 9 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%