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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HONEYWELL AEROSPACE INC 1,428.0 $316K 0.12% NEW $221.08
142 JEPI J P MORGAN EXCHANGE TRADED F 5,565.0 $314K 0.12% NEW $56.48 +1.3%
143 XLY SELECT SECTOR SPDR TR 2,635.0 $309K 0.12% NEW $117.28 -2.0%
144 STRL STERLING INFRASTRUCTURE INC Industrials 366.0 $307K 0.12% NEW $839.36 -42.0%
145 MRK MERCK & CO INC Healthcare 2,376.0 $305K 0.12% NEW $128.50 +17.0%
146 DE DEERE & CO Industrials 480.0 $304K 0.12% NEW $634.37 +9.3%
147 VONG VANGUARD SCOTTSDALE FDS 2,375.0 $304K 0.12% NEW $127.81 -0.6%
148 ETHA ISHARES ETHEREUM TR Financial Services 24,493.0 $291K 0.11% NEW $11.89 +55.8%
149 UBER UBER TECHNOLOGIES INC Technology 4,009.0 $289K 0.11% NEW $72.16 +5.0%
150 DELL DELL TECHNOLOGIES INC Technology 668.0 $288K 0.11% NEW $431.46 +21.4%
151 CLS CELESTICA INC Technology 769.0 $281K 0.11% NEW $364.80 -14.4%
152 PG PROCTER & GAMBLE CO Consumer Defensive 1,911.0 $280K 0.11% NEW $146.61 -0.1%
153 BRO BROWN & BROWN INC Financial Services 4,352.0 $279K 0.11% NEW $64.15 +11.3%
154 VWO VANGUARD INTL EQUITY INDEX F 4,580.0 $273K 0.10% NEW $59.70 +2.9%
155 VEA VANGUARD TAX-MANAGED FDS 3,788.0 $270K 0.10% NEW $71.24 +3.5%
156 VEEV VEEVA SYS INC Healthcare 1,494.0 $265K 0.10% NEW $177.47 +55.0%
157 OKLO OKLO INC Utilities 5,000.0 $262K 0.10% NEW $52.33 -21.1%
158 SPYG SPDR SERIES TRUST 2,183.0 $260K 0.10% NEW $119.00 +2.3%
159 MRVL MARVELL TECHNOLOGY INC Technology 851.0 $254K 0.10% NEW $297.89 -25.0%
160 VLO VALERO ENERGY CORP Energy 971.0 $253K 0.10% NEW $260.44 +42.3%
Page 8 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%