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 $639.7M across 201 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DRSK ($35.4M, 5.54%), AAPL ($29.7M, 4.64%), GOOGL ($26.3M, 4.11%), MSFT ($20.5M, 3.21%), NVDA ($18.6M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DRSK | ETF SER SOLUTIONS | $35.4M | 5.54% | 1.2M | Added |
| 2 | AAPL | APPLE INC | $29.7M | 4.64% | 108,746 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $26.3M | 4.11% | 77,434 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $20.5M | 3.21% | 47,386 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $18.6M | 2.91% | 91,930 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $17.4M | 2.72% | 68,040 | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.3M | 2.08% | 34,387 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $12.6M | 1.96% | 40,115 | Trimmed |
| 9 | META | META PLATFORMS INC | $11.4M | 1.78% | 16,855 | Added |
| 10 | WMT | WALMART INC | $10.1M | 1.58% | 77,886 | Trimmed |
| 11 | CAT | CATERPILLAR INC | $10.0M | 1.57% | 12,396 | Trimmed |
| 12 | AMAT | APPLIED MATLS INC | $10.0M | 1.56% | 24,720 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $9.8M | 1.54% | 43,552 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $9.0M | 1.41% | 60,265 | Trimmed |
| 15 | GS | GOLDMAN SACHS GROUP INC | $8.9M | 1.40% | 9,559 | Added |
| 16 | MS | MORGAN STANLEY | $8.5M | 1.33% | 44,661 | Added |
| 17 | JUCY | ETF SER SOLUTIONS | $8.4M | 1.32% | 379,279 | Added |
| 18 | LLY | ELI LILLY & CO | $8.3M | 1.29% | 8,954 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $7.9M | 1.23% | 254,714 | Trimmed |
| 20 | PWR | QUANTA SVCS INC | $7.6M | 1.19% | 12,378 | Added |
| 21 | CMI | CUMMINS INC | $7.5M | 1.18% | 11,811 | Added |
| 22 | PNC | PNC FINL SVCS GROUP INC | $7.2M | 1.13% | 32,058 | Added |
| 23 | TAFI | AB ACTIVE ETFS INC | $7.0M | 1.10% | 277,815 | Trimmed |
| 24 | BKAG | BNY MELLON ETF TRUST | $6.9M | 1.08% | 163,114 | Added |
| 25 | SHY | ISHARES TR | $6.5M | 1.02% | 79,151 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31