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Home > Institutional Investor > Seven Hills Financial, Llc > Profile

Instuitional Investor - Seven Hills Financial, Llc

Fund Profile
Filing Period:
Fund Name: Seven Hills Financial, Llc
Portfolio Value $165,771,744
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Malvern Fds - CORE BD ETF
 289,006 $21,276,609 12.83%
2.
Coca Cola Co
 KO 159,806 $13,756,100 8.3%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 17,851 $12,511,371 7.55%
4.
Invesco Qqq Tr
 14,567 $10,776,253 6.5%
5.
Schwab Strategic Trust
 SCHD 373,094 $10,248,885 6.18%
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.