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.
SevenBridge Financial Group, LLC (CIK 1673954) reported $679.8M across 212 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DRSK ($37.5M, 5.51%), AAPL ($33.3M, 4.90%), GOOGL ($26.6M, 3.92%), MSFT ($23.9M, 3.51%), NVDA ($20.9M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DRSK | ETF SER SOLUTIONS | $37.5M | 5.51% | 1.3M | Added |
| 2 | AAPL | APPLE INC | $33.3M | 4.90% | 106,300 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $26.6M | 3.92% | 75,186 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $23.9M | 3.51% | 47,740 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $20.9M | 3.07% | 93,183 | Added |
| 6 | AMZN | AMAZON COM INC | $18.7M | 2.76% | 68,294 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $14.3M | 2.10% | 39,916 | Trimmed |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $14.2M | 2.09% | 33,860 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC | $12.5M | 1.83% | 23,115 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $11.3M | 1.66% | 43,610 | Added |
| 11 | LLY | ELI LILLY & CO | $10.6M | 1.56% | 8,963 | Added |
| 12 | CAT | CATERPILLAR INC | $10.4M | 1.52% | 12,290 | Trimmed |
| 13 | META | META PLATFORMS INC | $10.2M | 1.50% | 17,205 | Added |
| 14 | GS | GOLDMAN SACHS GROUP INC | $10.0M | 1.47% | 9,585 | Added |
| 15 | MS | MORGAN STANLEY | $9.8M | 1.44% | 45,197 | Added |
| 16 | XOM | EXXON MOBIL CORP | $9.0M | 1.33% | 59,068 | Trimmed |
| 17 | JUCY | ETF SER SOLUTIONS | $8.8M | 1.30% | 400,195 | Added |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $8.8M | 1.29% | 40,985 | Added |
| 19 | WMT | WALMART INC | $8.7M | 1.29% | 78,144 | Added |
| 20 | SCHD | SCHWAB STRATEGIC TR | $8.3M | 1.22% | 245,554 | Trimmed |
| 21 | PNC | PNC FINL SVCS GROUP INC | $8.2M | 1.20% | 32,276 | Added |
| 22 | PWR | QUANTA SVCS INC | $8.2M | 1.20% | 12,156 | Trimmed |
| 23 | PSX | PHILLIPS 66 | $7.8M | 1.15% | 38,451 | Trimmed |
| 24 | CMI | CUMMINS INC | $7.6M | 1.12% | 11,861 | Added |
| 25 | BKAG | BNY MELLON ETF TRUST | $7.1M | 1.05% | 171,841 | Added |
Source: SEC Form 13F filings · as of 2026-06-30