SevenBridge Financial Group, LLC

CIK 0001673954 · HARRISBURG, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

SevenBridge Financial Group, LLC reported 212 positions worth $679.8M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: DRSK (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$679.8M
2026 Q2
Positions
212
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.4%
Est. Net Flow (Q)
2026 Q2
10 / 212 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DRSKETF SER SOLUTIONSSH$37.5M5.51%1,291,800
2AAPLAPPLE INCSH$33.3M4.90%106,300
3GOOGLALPHABET INCSH$26.6M3.92%75,186
4MSFTMICROSOFT CORPSH$23.9M3.51%47,740
5NVDANVIDIA CORPORATIONSH$20.9M3.07%93,183
6AMZNAMAZON COM INCSH$18.7M2.76%68,294
7JPMJPMORGAN CHASE & COSH$14.3M2.10%39,916
8TSMTAIWAN SEMICONDUCTOR MANUFACSH$14.2M2.09%33,860
9AMATAPPLIED MATLS INCSH$12.5M1.83%23,115
10JNJJOHNSON & JOHNSONSH$11.3M1.66%43,610

The free plan shows the top 10 positions. The remaining 202 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SevenBridge Financial Group, LLC hold as of Q2 2026?

SevenBridge Financial Group, LLC reported 212 positions worth $679.8M in its Q2 2026 13F filing. Largest positions: DRSK (5.5%), AAPL (4.9%), GOOGL (3.9%), MSFT (3.5%) and NVDA (3.1%).

What did SevenBridge Financial Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SevenBridge Financial Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.