Institutional Fund
Sevenbridge Financial Group, LLC
Harrisburg, PACIK 16739545 filings on record
Portfolio Value
$638.40M
Q1 2026
Holdings
201
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.7%
from $621.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- ETF Ser Solutions5.5%
- Apple Inc4.7%
- Alphabet Inc4.1%
- Microsoft Corp3.2%
- Nvidia Corporation2.9%
- Amazon Com Inc2.7%
- Other76.8%
Portfolio Holdings
201 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions | 1.24M | $35.41M | 5.5% | +90.9K | Added |
| 2 | Apple Inc | 108.7K | $29.71M | 4.7% | −4.5K | Reduced |
| 3 | Alphabet Inc | 77.4K | $26.28M | 4.1% | −3.3K | Reduced |
| 4 | Microsoft Corp | 47.4K | $20.51M | 3.2% | −569 | Reduced |
| 5 | Nvidia Corporation | 91.9K | $18.62M | 2.9% | −1.1K | Reduced |
| 6 | Amazon Com Inc | 68.0K | $17.37M | 2.7% | +494 | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 34.4K | $13.32M | 2.1% | −297 | Reduced |
| 8 | Jpmorgan Chase & Co. | 40.1K | $12.56M | 2.0% | −1.6K | Reduced |
| 9 | Meta Platforms Inc | 16.9K | $11.37M | 1.8% | +1.0K | Added |
| 10 | Walmart Inc | 77.9K | $10.12M | 1.6% | −2.2K | Reduced |
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