SevenBridge Financial Group, LLC
13F Reported Value
ⓘ$639.7M
incl. option notional
Equity Holdings
ⓘ$638.4M
Option Notional
ⓘ$1.3M
$1.3M puts / $0 calls
Holdings
202
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SevenBridge Financial Group, LLC disclosed 202 positions worth $639.7M in its Form 13F-HR for Q1 2026 — $638.4M in common stock plus $1.3M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $GOOG. During the quarter the fund opened 6 new positions and exited 12 — including a new stake in $CASY and a full exit from $SNOW. The portfolio is most concentrated in Technology (29.2% of disclosed assets). All figures are sourced directly from SevenBridge Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 1673954.
AI Fund Analysis
Stable
$AAPL
$GOOG
$MSFT
$NVDA
$PNC
$SRE
$DUK
$UNP
$COSTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ETF SER SOLUTIONS
—Quality
$35.4M1,235,065 sh- 76.1#112
Quality
$29.7M108,746 sh - 80.2#45
Quality
$26.3M77,434 sh - 83.7
Quality
$20.5M47,386 sh - 90.2
Quality
$18.6M91,930 sh - 74.6
Quality
$17.4M68,040 sh - $13.3M34,387 sh
- 35.6
Quality
$12.6M40,115 sh - 80.9
Quality
$11.4M16,855 sh - 63.2
Quality
$10.1M77,886 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ETF SER SOLUTIONS | — | $35.4M | 1,235,065 |
| Apple Inc.$AAPL | 76.1#112 | $29.7M | 108,746 |
| Alphabet Inc.$GOOG | 80.2#45 | $26.3M | 77,434 |
| MICROSOFT CORP$MSFT | 83.7 | $20.5M | 47,386 |
| NVIDIA CORP$NVDA | 90.2 | $18.6M | 91,930 |
 AMAZON COM INC$AMZN | 74.6 | $17.4M | 68,040 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $13.3M | 34,387 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $12.6M | 40,115 |
 Meta Platforms, Inc.$META | 80.9 | $11.4M | 16,855 |
 Walmart Inc.$WMT | 63.2 | $10.1M | 77,886 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SevenBridge Financial Group, LLC's 202 positions.
Showing top 10 of 202 holdings.
Sector Allocation
Technology
$186.4M
Other
$109.7M
Financials
$74.0M
Industrials
$64.2M
Consumer Discretionary
$63.6M
Healthcare
$44.3M
Energy
$35.6M
Materials
$20.7M
Full Holdings — SevenBridge Financial Group, LLC (Q1 2026)
All 202 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ETF SER SOLUTIONS | $35.4M | 5.5% | +8% | — |
| 2 | $AAPL | Apple Inc. | $29.7M | 4.7% | -4% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $26.3M | 4.1% | -4% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $20.5M | 3.2% | -1% | 83.7 |
| 5 | $NVDA | NVIDIA CORP | $18.6M | 2.9% | -1% | 90.2 |
| 6 | $AMZN | AMAZON COM INC | $17.4M | 2.7% | +1% | 74.6 |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $13.3M | 2.1% | -1% | — |
| 8 | $JPM | JPMORGAN CHASE & CO | $12.6M | 2.0% | -4% | 35.6 |
| 9 | $META | Meta Platforms, Inc. | $11.4M | 1.8% | +7% | 80.9 |
| 10 | $WMT | Walmart Inc. | $10.1M | 1.6% | -3% | 63.2 |
| 11 |  $CAT | CATERPILLAR INC | $10.0M | 1.6% | -2% | 67.8 |
| 12 |  $AMAT | APPLIED MATERIALS INC /DE | $10.0M | 1.6% | -4% | 74.8 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $9.8M | 1.5% | -2% | 72.8 |
| 14 |  $XOM | EXXON MOBIL CORP | $9.0M | 1.4% | -2% | 61.8 |
| 15 |  $GS | GOLDMAN SACHS GROUP INC | $8.9M | 1.4% | +0% | — |
| 16 |  $MS | MORGAN STANLEY | $8.5M | 1.3% | +3% | — |
| 17 | — | ETF SER SOLUTIONS | $8.4M | 1.3% | +7% | — |
| 18 |  $LLY | ELI LILLY & Co | $8.3M | 1.3% | +3% | 89.3 |
| 19 | — | SCHWAB STRATEGIC TR | $7.9M | 1.2% | -3% | — |
| 20 |  $PWR | QUANTA SERVICES, INC. | $7.6M | 1.2% | +1% | 62.6 |
| 21 |  $CMI | CUMMINS INC | $7.5M | 1.2% | +0% | 58.9 |
| 22 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $7.2M | 1.1% | +0% | 70.9 |
| 23 | — | AB ACTIVE ETFS INC | $7.0M | 1.1% | -4% | — |
| 24 | — | BNY MELLON ETF TRUST | $6.9M | 1.1% | +7% | — |
| 25 | — | ISHARES TR | $6.5M | 1.0% | -4% | — |
| 26 |  $AVGO | Broadcom Inc. | $6.5M | 1.0% | +3% | 86.4 |
| 27 |  $GOOGL | Alphabet Inc. | $6.3M | 1.0% | -2% | 80.2 |
| 28 |  $PSX | Phillips 66 | $6.2M | 1.0% | -0% | 47.6 |
| 29 | $SRE | SEMPRA | $6.2M | 1.0% | +2% | 47.6 |
| 30 |  $PR | Permian Resources Corp | $5.9M | 0.9% | +2% | 75.6 |
| 31 | $DUK | Duke Energy CORP | $5.9M | 0.9% | +4% | 64 |
| 32 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $5.9M | 0.9% | +14% | — |
| 33 |  $FANG | Diamondback Energy, Inc. | $5.8M | 0.9% | +0% | 81.4 |
| 34 |  $LRCX | LAM RESEARCH CORP | $5.7M | 0.9% | -1% | 82.4 |
| 35 |  $PG | PROCTER & GAMBLE Co | $5.5M | 0.9% | +12% | 72.9 |
| 36 | $UNP | UNION PACIFIC CORP | $5.5M | 0.9% | +3% | 74 |
| 37 |  $CSCO | CISCO SYSTEMS, INC. | $5.3M | 0.8% | -4% | 72.3 |
| 38 |  $DE | DEERE & CO | $5.3M | 0.8% | +5% | 57.4 |
| 39 |  $FCX | FREEPORT-MCMORAN INC | $5.2M | 0.8% | -0% | 73.1 |
| 40 |  $PLTR | Palantir Technologies Inc. | $5.2M | 0.8% | +71% | 85.8 |
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | $5.1M | 0.8% | +17% | 67 |
| 42 |  $LIN | LINDE PLC | $5.1M | 0.8% | +25% | — |
| 43 |  $V | VISA INC. | $5.0M | 0.8% | +3% | 83.5 |
| 44 |  $NEE | NEXTERA ENERGY INC | $5.0M | 0.8% | +3% | 71.7 |
| 45 |  $ORCL | ORACLE CORP | $4.9M | 0.8% | -34% | 67.2 |
| 46 |  $CRWD | CrowdStrike Holdings, Inc. | $4.8M | 0.8% | +10% | 55 |
| 47 |  $LOW | LOWES COMPANIES INC | $4.6M | 0.7% | +5% | 63.5 |
| 48 |  $ISRG | INTUITIVE SURGICAL INC | $4.6M | 0.7% | +4% | 81.4 |
| 49 |  $BLK | BlackRock, Inc. | $4.4M | 0.7% | +6% | 70.3 |
| 50 |  $HON | HONEYWELL INTERNATIONAL INC | $4.3M | 0.7% | +8% | 65.7 |
| 51 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.3M | 0.7% | +4% | 65.9 |
| 52 |  $AZO | AUTOZONE INC | $4.0M | 0.6% | +36% | 66.5 |
| 53 | — | ISHARES TR | $3.9M | 0.6% | -1% | — |
| 54 |  $SHW | SHERWIN WILLIAMS CO | $3.8M | 0.6% | +6% | 65.3 |
| 55 | — | ISHARES TR | $3.7M | 0.6% | +1% | — |
| 56 |  $CASY | CASEYS GENERAL STORES INC | $3.7M | 0.6% | NEW | 59.9 |
| 57 |  $PEP | PEPSICO INC | $3.6M | 0.6% | -3% | 62.7 |
| 58 |  $QCOM | QUALCOMM INC/DE | $3.6M | 0.6% | +5% | 81.9 |
| 59 | — | ISHARES TR | $3.4M | 0.5% | -2% | — |
| 60 | — | ISHARES TR | $3.4M | 0.5% | -7% | — |
| 61 |  $HSY | HERSHEY CO | $3.4M | 0.5% | -4% | 59.4 |
| 62 |  $RTX | RTX Corp | $3.4M | 0.5% | -2% | 70 |
| 63 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $3.3M | 0.5% | -3% | 66.5 |
| 64 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.3M | 0.5% | +6% | 63.7 |
| 65 |  $LNG | Cheniere Energy, Inc. | $3.2M | 0.5% | +1170% | 48.4 |
| 66 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.2M | 0.5% | -7% | 68.4 |
| 67 |  $ABBV | AbbVie Inc. | $3.0M | 0.5% | -2% | 59.3 |
| 68 |  $MRK | Merck & Co., Inc. | $3.0M | 0.5% | -1% | 70.9 |
| 69 |  $CPRT | COPART INC | $3.0M | 0.5% | +53% | 74.9 |
| 70 | — | ISHARES TR | $3.0M | 0.5% | +7% | — |
| 71 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.0M | 0.5% | -2% | 66.7 |
| 72 |  $UBER | Uber Technologies, Inc | $2.9M | 0.5% | -8% | 79.3 |
| 73 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.9M | 0.5% | -0% | 64.5 |
| 74 |  $PGR | PROGRESSIVE CORP/OH/ | $2.8M | 0.4% | +33% | 83.6 |
| 75 |  $DRI | DARDEN RESTAURANTS INC | $2.8M | 0.4% | +21% | 68.6 |
| 76 |  $TMUS | T-Mobile US, Inc. | $2.7M | 0.4% | +45% | 72.7 |
| 77 |  $SPGI | S&P Global Inc. | $2.7M | 0.4% | +7% | 79.4 |
| 78 |  $AMGN | AMGEN INC | $2.6M | 0.4% | -8% | 79.5 |
| 79 |  $SYK | STRYKER CORP | $2.4M | 0.4% | +475% | 69.8 |
| 80 |  $APD | Air Products & Chemicals, Inc. | $2.3M | 0.4% | -5% | 41.2 |
| 81 |  $IVZ | Invesco Ltd. | $2.2M | 0.3% | -78% | — |
| 82 | — | ISHARES TR | $2.2M | 0.3% | -6% | — |
| 83 |  $ZTS | Zoetis Inc. | $2.2M | 0.3% | +37% | 72.6 |
| 84 |  $NSC | NORFOLK SOUTHERN CORP | $2.0M | 0.3% | -1% | 70.8 |
| 85 |  $LMT | LOCKHEED MARTIN CORP | $1.9M | 0.3% | -0% | 65 |
| 86 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.3% | -7% | — |
| 87 | — | ISHARES TR | $1.8M | 0.3% | -1% | — |
| 88 |  $ASML | ASML HOLDING NV | $1.7M | 0.3% | -1% | — |
| 89 | — | ISHARES TR | $1.7M | 0.3% | -7% | — |
| 90 | — | SPDR SERIES TRUST | $1.7M | 0.3% | +1% | — |
| 91 | — | ISHARES TR | $1.7M | 0.3% | -1% | — |
| 92 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.3% | -8% | 78.8 |
| 93 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.3% | -11% | 67 |
| 94 |  $FDX | FEDEX CORP | $1.6M | 0.3% | -11% | 60.3 |
| 95 |  $DIS | Walt Disney Co | $1.5M | 0.2% | -6% | 68.9 |
| 96 |  $GD | GENERAL DYNAMICS CORP | $1.5M | 0.2% | -5% | 73 |
| 97 |  $MCD | MCDONALDS CORP | $1.5M | 0.2% | -2% | 73.9 |
| 98 |  $HD | HOME DEPOT, INC. | $1.4M | 0.2% | -3% | 69.2 |
| 99 |  $NFLX | NETFLIX INC | $1.3M | 0.2% | -0% | 86.7 |
| 100 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.2% | -5% | — |
| 101 |  $CSL | CARLISLE COMPANIES INC | $1.3M | 0.2% | +0% | 65 |
| 102 |  $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $1.3M | — | NEW | — |
| 103 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.3M | 0.2% | -3% | 70.1 |
| 104 |  $COP | CONOCOPHILLIPS | $1.3M | 0.2% | -1% | 74.8 |
| 105 |  $SAP | SAP SE | $1.3M | 0.2% | -5% | — |
| 106 |  $EOG | EOG RESOURCES INC | $1.2M | 0.2% | -66% | 71.1 |
| 107 |  $ETN | Eaton Corp plc | $1.2M | 0.2% | -0% | — |
| 108 |  $MA | Mastercard Inc | $1.2M | 0.2% | +0% | 81.7 |
| 109 |  $PM | Philip Morris International Inc. | $1.2M | 0.2% | -1% | 80.5 |
| 110 |  $NVS | NOVARTIS AG | $1.1M | 0.2% | -2% | — |
| 111 |  $TGT | TARGET CORP | $1.1M | 0.2% | -3% | 53.1 |
| 112 | — | SCHWAB STRATEGIC TR | $1.1M | 0.2% | -1% | — |
| 113 |  $CVX | CHEVRON CORP | $1.1M | 0.2% | -5% | 54.7 |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.0M | 0.2% | +0% | 77.9 |
| 115 | — | SCHWAB STRATEGIC TR | $1.0M | 0.2% | -10% | — |
| 116 |  $PFE | PFIZER INC | $1.0M | 0.2% | -2% | 69 |
| 117 |  $ADI | ANALOG DEVICES INC | $970,372 | 0.1% | -11% | 76.2 |
| 118 |  $TPL | Texas Pacific Land Corp | $953,276 | 0.1% | +0% | 79.1 |
| 119 |  $SCCO | SOUTHERN COPPER CORP/ | $951,502 | 0.1% | -14% | 86.6 |
| 120 |  $POET | POET TECHNOLOGIES INC. | $936,999 | 0.1% | -28% | — |
| 121 |  $MLM | MARTIN MARIETTA MATERIALS INC | $927,562 | 0.1% | -0% | 67.6 |
| 122 | — | J P MORGAN EXCHANGE TRADED F | $903,429 | 0.1% | -10% | — |
| 123 |  $UNH | UNITEDHEALTH GROUP INC | $903,003 | 0.1% | -73% | 66.8 |
| 124 |  $EMR | EMERSON ELECTRIC CO | $899,023 | 0.1% | -8% | 65.9 |
| 125 |  $GILD | GILEAD SCIENCES, INC. | $886,310 | 0.1% | -0% | 77.8 |
| 126 |  $UL | UNILEVER PLC | $860,301 | 0.1% | -4% | — |
| 127 | — | SPDR SERIES TRUST | $853,341 | 0.1% | -11% | — |
| 128 |  $GBTC | Grayscale Bitcoin Trust ETF | $848,502 | 0.1% | +0% | — |
| 129 |  $BHP | BHP Group Ltd | $746,320 | 0.1% | -1% | — |
| 130 | — | SPDR SERIES TRUST | $744,389 | 0.1% | -0% | — |
| 131 |  $APH | AMPHENOL CORP /DE/ | $736,947 | 0.1% | -0% | 80.5 |
| 132 |  $NTR | Nutrien Ltd. | $724,444 | 0.1% | +0% | — |
| 133 |  $BDX | BECTON DICKINSON & CO | $677,090 | 0.1% | -5% | 50.7 |
| 134 |  $KO | COCA COLA CO | $654,878 | 0.1% | -3% | 74 |
| 135 |  $MU | MICRON TECHNOLOGY INC | $641,036 | 0.1% | +0% | 88.4 |
| 136 |  $VMC | Vulcan Materials CO | $640,273 | 0.1% | -11% | 66.6 |
| 137 |  $TSLA | Tesla, Inc. | $635,006 | 0.1% | +12% | 50.1 |
| 138 |  $MDT | Medtronic plc | $631,384 | 0.1% | -8% | — |
| 139 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $608,054 | 0.1% | +0% | — |
| 140 |  $HUBB | HUBBELL INC | $595,379 | 0.1% | +0% | 68.7 |
| 141 |  $ACN | Accenture plc | $501,730 | 0.1% | +0% | — |
| 142 |  $WAT | WATERS CORP /DE/ | $494,548 | 0.1% | +48% | 69.9 |
| 143 |  $TXN | TEXAS INSTRUMENTS INC | $466,586 | 0.1% | -11% | 70.4 |
| 144 |  $BRO | BROWN & BROWN, INC. | $456,221 | 0.1% | +0% | 75.1 |
| 145 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $455,085 | 0.1% | +0% | — |
| 146 |  $SO | SOUTHERN CO | $454,547 | 0.1% | -12% | 65.1 |
| 147 |  $SPY | SPDR S&P 500 ETF TRUST | $445,584 | 0.1% | -28% | — |
| 148 |  $CVE | CENOVUS ENERGY INC. | $442,195 | 0.1% | -0% | — |
| 149 |  $MDLZ | Mondelez International, Inc. | $442,173 | 0.1% | -4% | 53.9 |
| 150 |  $AFL | AFLAC INC | $425,837 | 0.1% | -7% | 60.3 |
| 151 |  $D | DOMINION ENERGY, INC | $416,103 | 0.1% | +2% | 74.9 |
| 152 |  $EXE | EXPAND ENERGY Corp | $414,155 | 0.1% | +0% | 83.9 |
| 153 |  $NEM | NEWMONT Corp /DE/ | $391,139 | 0.1% | +0% | 88.3 |
| 154 |  $CCJ | CAMECO CORP | $381,711 | 0.1% | +1% | — |
| 155 |  $AEM | AGNICO EAGLE MINES LTD | $380,522 | 0.1% | -10% | — |
| 156 |  $KMB | KIMBERLY CLARK CORP | $364,554 | 0.1% | -12% | 61.7 |
| 157 |  $ITW | ILLINOIS TOOL WORKS INC | $359,503 | 0.1% | -4% | 71.2 |
| 158 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $358,127 | 0.1% | -2% | 68.1 |
| 159 | — | J P MORGAN EXCHANGE TRADED F | $357,026 | 0.1% | -3% | — |
| 160 |  $SBUX | STARBUCKS CORP | $356,580 | 0.1% | -88% | 54.6 |
| 161 |  $MTB | M&T BANK CORP | $354,422 | 0.1% | +0% | 64.1 |
| 162 |  $VLO | VALERO ENERGY CORP/TX | $351,540 | 0.1% | +0% | 51.4 |
| 163 |  $SYY | SYSCO CORP | $341,216 | 0.1% | -4% | 58.4 |
| 164 | — | ISHARES TR | $318,343 | 0.1% | -4% | — |
| 165 |  $C | CITIGROUP INC | $310,444 | 0.1% | -2% | 54.8 |
| 166 | — | ISHARES TR | $309,470 | 0.1% | +0% | — |
| 167 |  $VZ | VERIZON COMMUNICATIONS INC | $302,602 | 0.1% | -10% | 71.6 |
| 168 |  $ETHA | iShares Ethereum Trust ETF | $297,967 | 0.1% | NEW | — |
| 169 | — | DIMENSIONAL ETF TRUST | $297,861 | 0.1% | +0% | — |
| 170 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $297,542 | 0.1% | +7% | 66.4 |
| 171 |  $ROK | ROCKWELL AUTOMATION, INC | $295,127 | 0.1% | +0% | 68.2 |
| 172 | — | VANGUARD ADMIRAL FDS INC | $292,862 | 0.1% | +500% | — |
| 173 | — | SELECT SECTOR SPDR TR | $283,926 | 0.0% | +0% | — |
| 174 |  $MNST | Monster Beverage Corp | $281,167 | 0.0% | +0% | 77 |
| 175 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $277,728 | 0.0% | +0% | 75.1 |
| 176 |  $PPL | PPL Corp | $276,625 | 0.0% | -28% | 70.3 |
| 177 | — | ISHARES TR | $274,661 | 0.0% | +0% | — |
| 178 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $270,143 | 0.0% | -10% | 56.2 |
| 179 |  $IBIT | iShares Bitcoin Trust ETF | $267,443 | 0.0% | -65% | — |
| 180 |  $INTC | INTEL CORP | $264,228 | 0.0% | NEW | 41.5 |
| 181 | — | VANGUARD INDEX FDS | $263,522 | 0.0% | +0% | — |
| 182 | — | ISHARES TR | $261,150 | 0.0% | -4% | — |
| 183 |  $PAYX | PAYCHEX INC | $259,106 | 0.0% | +0% | 75.1 |
| 184 |  $CCZ | COMCAST CORP | $257,997 | 0.0% | -8% | 70.4 |
| 185 |  $GWW | W.W. GRAINGER, INC. | $255,074 | 0.0% | +0% | 69.5 |
| 186 | — | ISHARES TR | $247,068 | 0.0% | -10% | — |
| 187 |  $CTRA | Coterra Energy Inc. | $238,743 | 0.0% | -4% | 80.6 |
| 188 | — | ISHARES TR | $234,592 | 0.0% | +0% | — |
| 189 |  $MO | ALTRIA GROUP, INC. | $221,612 | 0.0% | +0% | 72.1 |
| 190 |  $USB | US BANCORP DE | $214,146 | 0.0% | -2% | 71.4 |
| 191 | — | ISHARES TR | $213,097 | 0.0% | +0% | — |
| 192 |  $AXP | AMERICAN EXPRESS CO | $210,393 | 0.0% | -20% | 73.2 |
| 193 |  $TM | TOYOTA MOTOR CORP/ | $203,719 | 0.0% | +0% | — |
| 194 |  $SHEL | Shell plc | $202,068 | 0.0% | NEW | — |
| 195 |  $CAH | CARDINAL HEALTH INC | $200,550 | 0.0% | +0% | 58.6 |
| 196 |  $NXE | NexGen Energy Ltd. | $160,475 | 0.0% | +0% | — |
| 197 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $135,255 | 0.0% | +0% | — |
| 198 |  $DNN | DENISON MINES CORP. | $126,480 | 0.0% | +0% | — |
| 199 |  $SJT | SAN JUAN BASIN ROYALTY TRUST | $44,800 | 0.0% | NEW | — |
| 200 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $37,740 | 0.0% | +68% | — |
| 201 |  $GROY | Gold Royalty Corp. | $35,400 | 0.0% | +0% | — |
| 202 |  $KAPA | Kairos Pharma, LTD. | $30,331 | 0.0% | +0% | — |
New Positions (6)
Exited Positions (12)
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13F Pro tracks comprehensive institutional data for SevenBridge Financial Group, LLC including:
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AI-Powered Hedge Fund Analysis: SevenBridge Financial Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SevenBridge Financial Group, LLC (SEC CIK: 1673954), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SevenBridge Financial Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.