StockDriftsStockDriftsTop 50 Sevenbridge Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DRSK | ETF SER SOLUTIONS | 5.51% | 1.29M | $37.5M | +4.59%(+56.73K) | $28.00(+3.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.9% | 106.3K | $33.3M | -2.25%(-2.45K) | $33.65(+811.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.92% | 75.2K | $26.6M | -2.90%(-2.25K) | $56.58(+521.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.51% | 47.7K | $23.9M | +0.75%(+354) | $87.63(+473.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 93.2K | $20.9M | +1.36%(+1.25K) | $24.30(+807.32%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.76% | 68.3K | $18.7M | +0.37%(+254) | $92.02(+198.80%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.1% | 39.9K | $14.3M | -0.50%(-199) | $90.15(+301.00%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.09% | 33.9K | $14.2M | -1.53%(-527) | $127.45(+232.38%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.83% | 23.1K | $12.5M | -6.49%(-1.60K) | $145.50(+266.70%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.66% | 43.6K | $11.3M | +0.13%(+58) | $132.36(+98.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.28% | +82.82% | +12.07% | +76.79% |
| Top 20 Holdings Unweighted | +23.02% | +86.18% | +11.96% | +75.92% |
Sevenbridge Financial Group LLC reports $679.82M in US-listed equity holdings across 212 positions in its most recent 13F filing. Its largest disclosed positions are DRSK (5.5%), AAPL (4.9%) and GOOGL (3.9%). The top 20 holdings account for 45.27% of reported assets. Its disclosed equity book has returned +82.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sevenbridge Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1673954). View Sevenbridge Financial Group LLC’s 13F filings on SEC