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SevenBridge Financial Group, LLC

Portfolio Manager
SevenBridge Financial Group, LLC
Performance
-1.85% (2026 Q1)
AUM (13F)
$639.71M
# of Holdings
201
Performance Rank
Allocation (Top 20)
44.46%

SevenBridge Financial Group, LLC Holdings Map

Top 50 SevenBridge Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DRSK
ETF SER SOLUTIONS
5.55%1.24M$35.4M
+7.95%(+90.91K)
2025-Q1: 545.8K shares2025-Q2: 790.1K shares2025-Q3: 1.10M shares2025-Q4: 1.14M shares2026-Q1: 1.24M shares
$28.00(+4.79%)
2026-03-31
AAPL
APPLE INC
4.65%108.7K$29.7M
-3.95%(-4.47K)
2025-Q1: 123.5K shares2025-Q2: 122.9K shares2025-Q3: 115.8K shares2025-Q4: 113.2K shares2026-Q1: 108.7K shares
$33.65(+788.06%)
2026-03-31
GOOGL
ALPHABET INC
4.12%77.4K$26.3M
-4.13%(-3.33K)
2025-Q1: 92.9K shares2025-Q2: 91.1K shares2025-Q3: 84.9K shares2025-Q4: 80.8K shares2026-Q1: 77.4K shares
$56.58(+611.55%)
2026-03-31
MSFT
MICROSOFT CORP
3.21%47.4K$20.5M
-1.19%(-569)
2025-Q1: 52.9K shares2025-Q2: 52.1K shares2025-Q3: 48.6K shares2025-Q4: 48.0K shares2026-Q1: 47.4K shares
$85.55(+373.65%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.92%91.9K$18.6M
-1.18%(-1.10K)
2025-Q1: 97.1K shares2025-Q2: 95.0K shares2025-Q3: 95.6K shares2025-Q4: 93.0K shares2026-Q1: 91.9K shares
$22.14(+920.01%)
2026-03-31
AMZN
AMAZON COM INC
2.72%68.0K$17.4M
+0.73%(+494)
2025-Q1: 68.9K shares2025-Q2: 69.8K shares2025-Q3: 67.8K shares2025-Q4: 67.5K shares2026-Q1: 68.0K shares
$91.54(+195.09%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.09%34.4K$13.3M
-0.86%(-297)
2025-Q1: 29.0K shares2025-Q2: 32.4K shares2025-Q3: 34.5K shares2025-Q4: 34.7K shares2026-Q1: 34.4K shares
$127.45(+213.70%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.97%40.1K$12.6M
-3.88%(-1.62K)
2025-Q1: 44.4K shares2025-Q2: 43.9K shares2025-Q3: 42.0K shares2025-Q4: 41.7K shares2026-Q1: 40.1K shares
$90.15(+233.07%)
2026-03-31
META
META PLATFORMS INC
1.78%16.9K$11.4M
+6.51%(+1.03K)
2025-Q1: 14.0K shares2025-Q2: 15.2K shares2025-Q3: 16.1K shares2025-Q4: 15.8K shares2026-Q1: 16.9K shares
$355.77(+73.32%)
2026-03-31
WMT
WALMART INC
1.59%77.9K$10.1M
-2.70%(-2.16K)
2025-Q1: 74.7K shares2025-Q2: 76.7K shares2025-Q3: 78.3K shares2025-Q4: 80.0K shares2026-Q1: 77.9K shares
$29.04(+352.69%)
2026-03-31

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