Universe · entity
SevenBridge Financial Group, LLC
Institutional manager (13F) · CIK 1673954
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $453M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ETF SER SOLUTIONS | $35M | 1,235,065 |
| 2 | APPLE INC | $30M | 108,746 |
| 3 | ALPHABET INC | $26M | 77,434 |
| 4 | MICROSOFT CORP | $21M | 47,386 |
| 5 | NVIDIA CORPORATION | $19M | 91,930 |
| 6 | AMAZON COM INC | $17M | 68,040 |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $13M | 34,387 |
| 8 | JPMORGAN CHASE & CO | $13M | 40,115 |
| 9 | META PLATFORMS INC | $11M | 16,855 |
| 10 | WALMART INC | $10M | 77,886 |
| 11 | CATERPILLAR INC | $10M | 12,396 |
| 12 | APPLIED MATLS INC | $10M | 24,720 |
| 13 | JOHNSON & JOHNSON | $10M | 43,552 |
| 14 | EXXON MOBIL CORP | $9M | 60,265 |
| 15 | GOLDMAN SACHS GROUP INC | $9M | 9,559 |
| 16 | MORGAN STANLEY | $9M | 44,661 |
| 17 | ETF SER SOLUTIONS | $8M | 379,279 |
| 18 | ELI LILLY & CO | $8M | 8,954 |
| 19 | SCHWAB STRATEGIC TR | $8M | 254,714 |
| 20 | QUANTA SVCS INC | $8M | 12,378 |
| 21 | CUMMINS INC | $8M | 11,811 |
| 22 | PNC FINL SVCS GROUP INC | $7M | 32,058 |
| 23 | AB ACTIVE ETFS INC | $7M | 277,815 |
| 24 | BNY MELLON ETF TRUST | $7M | 163,114 |
| 25 | ISHARES TR | $7M | 79,151 |
| 26 | BROADCOM INC | $7M | 15,402 |
| 27 | ALPHABET INC | $6M | 18,594 |
| 28 | PHILLIPS 66 | $6M | 38,469 |
| 29 | SEMPRA | $6M | 66,670 |
| 30 | PERMIAN RESOURCES CORP | $6M | 291,080 |
| 31 | DUKE ENERGY CORP NEW | $6M | 47,049 |
| 32 | FIDELITY WISE ORIGIN BITCOIN | $6M | 85,331 |
| 33 | DIAMONDBACK ENERGY INC | $6M | 29,912 |
| 34 | LAM RESEARCH CORP | $6M | 21,513 |
| 35 | PROCTER & GAMBLE CO | $6M | 38,592 |
| 36 | UNION PAC CORP | $5M | 21,997 |
| 37 | CISCO SYS INC | $5M | 59,337 |
| 38 | DEERE & CO | $5M | 9,054 |
| 39 | FREEPORT MCMORAN INC | $5M | 74,412 |
| 40 | PALANTIR TECHNOLOGIES INC | $5M | 33,782 |
| 41 | COSTCO WHOLESALE CORPORATION | $5M | 5,125 |
| 42 | LINDE PLC | $5M | 10,269 |
| 43 | VISA INC | $5M | 16,208 |
| 44 | NEXTERA ENERGY INC | $5M | 55,203 |
| 45 | ORACLE CORP | $5M | 26,136 |
| 46 | CROWDSTRIKE HLDGS INC | $5M | 10,236 |
| 47 | LOWES COS INC | $5M | 18,796 |
| 48 | INTUITIVE SURGICAL INC | $5M | 9,417 |
| 49 | BLACKROCK INC | $4M | 4,112 |
| 50 | HONEYWELL INTL INC | $4M | 19,399 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.