Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Newbridge Financial Services Group, Inc. (CIK 1879757) reported $808.3M across 1,225 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($48.8M, 6.04%), SMH ($30.5M, 3.77%), AAPL ($26.7M, 3.30%), AMZN ($26.7M, 3.30%), CRWD ($26.6M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $48.8M | 6.04% | 244,058 | Added |
| 2 | SMH | VANECK ETF TRUST | $30.5M | 3.77% | 46,477 | Trimmed |
| 3 | AAPL | APPLE INC | $26.7M | 3.30% | 92,138 | Added |
| 4 | AMZN | AMAZON COM INC | $26.7M | 3.30% | 111,890 | Added |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | $26.6M | 3.29% | 34,880 | Added |
| 6 | QQQ | INVESCO QQQ TR | $20.7M | 2.57% | 28,155 | Added |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $19.4M | 2.40% | 64,995 | Added |
| 8 | AVGO | BROADCOM INC | $18.5M | 2.28% | 48,869 | Added |
| 9 | GOOG | ALPHABET INC | $18.4M | 2.27% | 52,004 | Added |
| 10 | MSFT | MICROSOFT CORP | $16.4M | 2.04% | 44,096 | Added |
| 11 | META | META PLATFORMS INC | $16.3M | 2.01% | 28,876 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $15.7M | 1.94% | 13,559 | Added |
| 13 | IXN | ISHARES TR | $15.0M | 1.85% | 103,630 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $14.8M | 1.83% | 77,532 | Trimmed |
| 15 | IVV | ISHARES TR | $14.1M | 1.74% | 18,831 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $11.9M | 1.47% | 138,246 | Added |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $11.5M | 1.43% | 19,845 | Trimmed |
| 18 | SNOW | SNOWFLAKE INC | $11.1M | 1.38% | 43,720 | Added |
| 19 | TSLA | TESLA INC | $11.1M | 1.37% | 26,354 | Added |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $10.3M | 1.27% | 87,942 | Trimmed |
| 21 | VOT | VANGUARD INDEX FDS | $9.9M | 1.22% | 32,220 | Added |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $9.3M | 1.16% | 184,879 | Added |
| 23 | VBK | VANGUARD INDEX FDS | $9.0M | 1.11% | 24,547 | Trimmed |
| 24 | ORCL | ORACLE CORP | $8.7M | 1.07% | 59,029 | Added |
| 25 | IGV | ISHARES TR | $7.3M | 0.90% | 80,305 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30