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Home > Institutional Investor > Sevenbridge Financial Group, Llc > Profile

Instuitional Investor - Sevenbridge Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Sevenbridge Financial Group, Llc
Portfolio Value $679,816,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Ser Solutions
 1,291,800 $37,488,023 5.51%
2.
Apple Inc.
 AAPL 106,300 $33,307,003 4.9%
3.
Alphabet Inc.
 GOOGL 75,186 $26,638,232 3.92%
4.
Microsoft Corp
 MSFT 47,740 $23,869,343 3.51%
5.
Nvidia Corp
 NVDA 93,183 $20,869,323 3.07%
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.