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 $608.3M across 1,163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($41.9M, 6.89%), AAPL ($22.7M, 3.73%), AMZN ($22.0M, 3.61%), SMH ($18.3M, 3.02%), QQQ ($16.0M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $41.9M | 6.89% | 240,369 | Trimmed |
| 2 | AAPL | APPLE INC | $22.7M | 3.73% | 89,477 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $22.0M | 3.61% | 105,500 | Added |
| 4 | SMH | VANECK ETF TRUST | $18.3M | 3.02% | 47,850 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $16.0M | 2.63% | 27,685 | Added |
| 6 | MSFT | MICROSOFT CORP | $15.5M | 2.55% | 41,874 | Added |
| 7 | GOOG | ALPHABET INC | $14.5M | 2.39% | 50,699 | Trimmed |
| 8 | META | META PLATFORMS INC | $14.3M | 2.34% | 24,910 | Added |
| 9 | AVGO | BROADCOM INC | $13.9M | 2.29% | 44,917 | Trimmed |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $13.4M | 2.20% | 34,276 | Added |
| 11 | PLTR | PALANTIR TECHNOLOGIES INC | $13.1M | 2.15% | 89,462 | Added |
| 12 | IVV | ISHARES TR | $11.8M | 1.94% | 18,087 | Added |
| 13 | XLK | SELECT SECTOR SPDR TR | $10.3M | 1.70% | 77,614 | Added |
| 14 | IXN | ISHARES TR | $10.2M | 1.67% | 101,862 | Added |
| 15 | VUG | VANGUARD INDEX FDS | $9.7M | 1.60% | 22,299 | Added |
| 16 | TSLA | TESLA INC | $9.2M | 1.52% | 24,814 | Trimmed |
| 17 | ORCL | ORACLE CORP | $8.6M | 1.41% | 58,215 | Added |
| 18 | VOT | VANGUARD INDEX FDS | $8.0M | 1.31% | 30,962 | Added |
| 19 | VBK | VANGUARD INDEX FDS | $7.9M | 1.29% | 25,974 | Trimmed |
| 20 | IGV | ISHARES TR | $6.7M | 1.10% | 83,671 | Added |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.6M | 1.08% | 118,016 | Trimmed |
| 22 | IOO | ISHARES TR | $6.6M | 1.08% | 54,357 | Trimmed |
| 23 | SNOW | SNOWFLAKE INC | $6.3M | 1.03% | 41,718 | Added |
| 24 | MRVL | MARVELL TECHNOLOGY INC | $6.0M | 0.99% | 60,533 | Added |
| 25 | WMT | WALMART INC | $6.0M | 0.98% | 47,920 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31