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Portfolio (Quarterly) Guide ↗

NORTHBRIDGE FINANCIAL GROUP, LLC

· CIK 0001968850
13F Portfolio $261M AUM 184 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 184 New
Page 3 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 34,345.0 $1.4M 0.52% NEW $39.57 +10.5%
42 NFLX NETFLIX INC. Communication Services 17,614.0 $1.3M 0.48% NEW $71.40 +9.6%
43 GS GOLDMAN SACHS GROUP INC Financial Services 1,238.0 $1.3M 0.48% NEW $1011.01 +2.7%
44 NOW SERVICENOW INC Technology 12,493.0 $1.2M 0.48% NEW $99.28 +42.3%
45 SNOW SNOWFLAKE INC Technology 4,815.0 $1.2M 0.47% NEW $254.50 +32.5%
46 XOM EXXON MOBIL CORP Energy 8,952.0 $1.2M 0.47% NEW $136.72 +16.6%
47 JPM JPMORGAN CHASE & CO Financial Services 3,692.0 $1.2M 0.46% NEW $327.33 +9.6%
48 VTI VANGUARD INDEX FDS 3,254.0 $1.2M 0.46% NEW $370.08 +2.6%
49 SHOP SHOPIFY INC Technology 10,538.0 $1.2M 0.46% NEW $114.18 +27.1%
50 JBBB JANUS DETROIT STR TR 24,948.0 $1.2M 0.45% NEW $47.35 +0.3%
51 FDM FIRST TR EXCHANGE-TRADED FD 12,565.0 $1.2M 0.45% NEW $93.11 +0.6%
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,556.0 $1.2M 0.45% NEW $746.89 +3.1%
53 QCOM QUALCOMM INC Technology 6,248.0 $1.2M 0.44% NEW $184.80 -8.7%
54 CRM SALESFORCE INC Technology 7,287.0 $1.1M 0.44% NEW $156.67 +65.5%
55 MA MASTERCARD INCORPORATED Financial Services 2,144.0 $1.1M 0.42% NEW $513.64 +12.8%
56 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,855.0 $1.1M 0.41% NEW $370.65 -9.2%
57 LRCX LAM RESEARCH CORP Technology 2,415.0 $1.0M 0.40% NEW $433.33 -29.0%
58 ISRG INTUITIVE SURGICAL INC Healthcare 2,614.0 $1.0M 0.40% NEW $397.68 -7.8%
59 HD HOME DEPOT INC Consumer Cyclical 2,899.0 $1.0M 0.39% NEW $352.62 -9.0%
60 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,365.0 $1.0M 0.39% NEW $33.29 +35.9%
Page 3 of 10  ·  184 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 50.2%
Financial Services 16.4%
Communication Services 10.3%
Consumer Cyclical 8.9%
Healthcare 4.9%
Industrials 4.1%
Energy 2.2%
Consumer Defensive 1.9%
Utilities 0.8%
Basic Materials 0.5%