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Home > Institutional Investor > Seven Bridges Advisors Llc > Profile

Instuitional Investor - Seven Bridges Advisors Llc

Fund Profile
Filing Period:
Fund Name: Seven Bridges Advisors Llc
Portfolio Value $207,423,533
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 519,988 $66,459,647 32.04%
2.
Spdr S & P 500 Etf Trust
 SPY 65,461 $48,884,278 23.57%
3.
Vanguard Index Fds - MID CAP ETF
 260,902 $21,020,908 10.13%
4.
Ishares Trust
 IEF 121,642 $19,898,213 9.59%
5.
Ishares Inc - MSCI EMRG CHN
 71,615 $7,326,219 3.53%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.