SEVEN MILE ADVISORY

CIK

1987932

Location

EWING, NJ

Portfolio Value

Small $111,664,775

Diversification

Diversified

Filing Date

Global Rank

#5,714 / 8,517 ▲ 158

Top Industry

Semiconductors 27.2%

3Y Alpha vs SPY

+50.9%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

13 quarters · since Jun 2023

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+404.8%

SPY

+75.3%

Annualised alpha

+51.0%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

126 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.0%

+0.6 pts

Top 5

40.3%

+1.2 pts

Top 10

52.4%

+1.7 pts

HHI

471

Diversified+31

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.5%	$49,650,640	36
Unclassified	12.0%	$13,387,433	8
Financial Services	11.3%	$12,564,164	23
Communication Services	10.7%	$11,964,425	8
Consumer Cyclical	7.2%	$8,059,954	7
Healthcare	5.9%	$6,600,359	16
Consumer Defensive	2.9%	$3,279,965	7
Industrials	2.5%	$2,749,170	9
Energy	1.1%	$1,261,123	5
Utilities	0.7%	$804,240	2
Basic Materials	0.7%	$771,030	4
Real Estate	0.5%	$572,272	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+8,070	34,460	$2,455,275
VZ	Verizon Communications Inc	+2,779	13,249	$560,962
KLAC	Kla Corp	+1,461	1,643	$495,709
MFG	Mizuho Financial Group Inc	+710	15,738	$150,770
E	Eni Spa	+334	4,609	$215,977
UBS	UBS Group AG	+243	6,980	$345,928
LYG	Lloyds Banking Group plc	+241	17,218	$100,380
GSK	GSK plc	+223	3,860	$202,341
SAN	Banco Santander, S.A.	+177	35,297	$487,098
SHOP	Shopify Inc.	+172	4,629	$528,539
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+130	15,828	$396,649
AVGO	Broadcom Inc.	+80	5,991	$2,263,100
SHEL	Shell plc	+66	3,837	$297,520
GM	General Motors Co	+59	4,569	$352,178
MFC	Manulife Financial Corp	+46	8,687	$351,910
MUFG	Mitsubishi Ufj Financial Group Inc	+36	14,154	$281,523
AZN	Astrazeneca PLC	+18	2,129	$403,700
TSEM	Tower Semiconductor Ltd	+12	1,351	$352,124
EME	EMCOR Group, Inc.	+4	401	$332,781
TIGO	Millicom International Cellular SA	+1	4,094	$371,571
NVT	nVent Electric plc	+1	2,227	$377,721
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WULF	Terawulf Inc.	−16,666	39,304	$970,808
NVDA	Nvidia Corp	−4,895	89,024	$17,812,812
AAPL	Apple Inc.	−2,759	23,232	$6,722,411
GOOGL	Alphabet Inc.	−2,717	21,780	$7,740,758
AMZN	Amazon Com Inc	−2,334	19,363	$4,614,977
NFLX	Netflix Inc	−1,640	5,667	$404,623
WMT	Walmart Inc.	−1,581	11,607	$1,314,608
MSFT	Microsoft Corp	−1,421	10,570	$3,942,821
T	At&T Inc.	−1,301	9,728	$201,369
JNJ	Johnson & Johnson	−906	2,945	$747,941
CSCO	Cisco Systems, Inc.	−856	5,973	$701,588
TMHC	Taylor Morrison Home Corp	−829	2,992	$0
AXP	American Express Co	−757	1,655	$559,803
PLTR	Palantir Technologies Inc.	−750	2,195	$256,090
NEE	Nextera Energy Inc	−711	3,741	$328,347
VOD	Vodafone Group Public Ltd Co	−665	13,567	$179,491
TSLA	Tesla, Inc.	−596	3,799	$1,597,859
APH	Amphenol Corp /De/	−567	1,698	$0
MRK	Merck & Co., Inc.	−562	4,571	$587,373
ABT	Abbott Laboratories	−560	2,227	$202,077
META	Meta Platforms, Inc.	−559	3,947	$2,223,305
JPM	Jpmorgan Chase & Co	−553	5,420	$1,774,128
KO	Coca Cola Co	−487	2,966	$241,046
PG	PROCTER & GAMBLE Co	−474	1,964	$288,000
AMGN	Amgen Inc	−473	1,004	$363,568
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	220	$500,220
NRGV	Energy Vault Holdings, Inc.	101,039	$475,893
HPE	Hewlett Packard Enterprise Co	7,987	$360,293
UNH	Unitedhealth Group Inc	754	$313,385
FFIV	F5, Inc.	698	$290,340
MRVL	Marvell Technology, Inc.	945	$281,506
APPF	Appfolio Inc	1,612	$258,484
CVS	CVS HEALTH Corp	2,206	$228,210
ING	Ing Groep NV	6,926	$217,337
DELL	Dell Technologies Inc.	486	$209,689
NVO	Novo Nordisk A S	4,295	$205,902
FTNT	Fortinet, Inc.	1,327	$203,853
BCS	Barclays PLC	7,584	$203,706
BHP	BHP Group Ltd	2,437	$203,026
HAFN	Hafnia Ltd	10,508	$69,773
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	4,759	$807,411
BIV	Vanguard Intermediate-Term Bond ETF	4,013	$309,723
PGR	Progressive Corp/Oh/	1,516	$300,531
ECVT	Ecovyst Inc.	21,856	$281,068
TM	Toyota Motor Corp/	1,328	$273,687
LBTYA	Liberty Global Ltd.	21,640	$261,627
ISRG	Intuitive Surgical Inc	562	$259,076
JXN	Jackson Financial Inc.	2,444	$258,379
PFE	Pfizer Inc	9,039	$253,815
CRM	Salesforce, Inc.	1,350	$252,004
SD	Sandridge Energy Inc	15,426	$251,598
TJX	Tjx Companies Inc /De/	1,563	$249,611
RTX	RTX Corp	1,285	$247,876
CMCSA	Comcast Corp	8,267	$237,345
TMO	Thermo Fisher Scientific Inc.	479	$235,442
ADI	Analog Devices Inc	721	$229,378
NEM	NEWMONT Corp /DE/	2,092	$226,459
VICI	Vici Properties Inc.	8,205	$224,160
INTU	Intuit Inc.	518	$223,972
CB	Chubb Ltd	685	$223,262
ACN	Accenture plc	1,094	$216,929
POR	Portland General Electric Co /Or/	4,063	$214,404
NOW	ServiceNow, Inc.	2,036	$212,863
MDT	Medtronic plc	2,426	$210,212
REGN	Regeneron Pharmaceuticals, Inc.	270	$208,612
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

126 tracked positions · $111,664,775 total · filing declares 158 positions · $148,941,433 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 126 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	89,024	-4,895	$17,812,812	+8.8%	15.95%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,880	-52	$8,124,857	+14.3%	7.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,780	-2,717	$7,740,758	+10.0%	6.93%
AAPL	Apple Inc. Technology	Reduced	23,232	-2,759	$6,722,411	+1.9%	6.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,363	-2,334	$4,614,977	+2.1%	4.13%
MSFT	Microsoft Corp Technology	Reduced	10,570	-1,421	$3,942,821	−11.2%	3.53%
MU	Micron Technology Inc Technology	Reduced	2,192	-273	$2,530,203	+203.8%	2.27%
VEA	Vanguard FTSE Developed Markets ETF	Added	34,460	+8,070	$2,455,275	+45.2%	2.20%
AVGO	Broadcom Inc. Technology	Added	5,991	+80	$2,263,100	+23.7%	2.03%
AMAT	Applied Materials Inc /De Technology	Reduced	3,121	-297	$2,256,483	+93.2%	2.02%
META	Meta Platforms, Inc. Communication Services	Reduced	3,947	-559	$2,223,305	−13.8%	1.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,420	-553	$1,774,128	+1.0%	1.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,799	-596	$1,597,859	−2.2%	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,569	-377	$1,533,461	−7.1%	1.37%
INTC	Intel Corp Technology	Reduced	9,442	-461	$1,318,386	+201.7%	1.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,607	-1,581	$1,314,608	−19.8%	1.18%
LLY	ELI LILLY & Co Healthcare	Reduced	1,085	-180	$1,301,381	+11.8%	1.17%
ASML	Asml Holding NV Technology	Reduced	620	-3	$1,233,452	+49.9%	1.10%
LRCX	Lam Research Corp Technology	Reduced	2,757	-112	$1,194,690	+94.9%	1.07%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,005	-415	$1,164,724	+136.6%	1.04%
WULF	Terawulf Inc. Financial Services	Reduced	39,304	-16,666	$970,808	+20.2%	0.87%
V	Visa Inc. Financial Services	Reduced	2,789	-312	$956,878	+2.1%	0.86%
MA	Mastercard Inc Financial Services	Reduced	1,555	-248	$798,648	−11.3%	0.72%
CLS	Celestica Inc Technology	Reduced	2,055	-30	$749,664	+27.6%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	2,945	-906	$747,941	−20.5%	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,973	-856	$701,588	+32.4%	0.63%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	992	0	$697,713	+14.0%	0.62%
GS	Goldman Sachs Group Inc Financial Services	Reduced	631	-35	$638,174	+13.3%	0.57%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	2,737	-105	$637,994	+23.1%	0.57%
NVS	Novartis AG Healthcare	Reduced	3,996	-27	$626,253	+1.9%	0.56%
GLTR	abrdn Precious Metals Basket ETF Trust	Held	3,300	0	$597,795	−17.2%	0.54%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,571	-562	$587,373	−4.9%	0.53%
EQIX	Equinix Inc Real Estate	Reduced	549	-23	$572,272	+2.1%	0.51%
C	Citigroup Inc Financial Services	Reduced	4,085	-199	$571,736	+17.7%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	13,249	+2,779	$560,962	+6.7%	0.50%
AXP	American Express Co Financial Services	Reduced	1,655	-757	$559,803	−23.3%	0.50%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,604	-128	$545,754	+1.8%	0.49%
VB	Vanguard Morningstar Small-Cap ETF	Held	1,768	0	$535,916	+15.7%	0.48%
SHOP	Shopify Inc. Technology	Added	4,629	+172	$528,539	−0.0%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,889	-239	$510,615	−22.8%	0.46%
WDC	Western Digital Corp Technology	Reduced	784	-395	$500,756	+57.0%	0.45%
SNDK	Sandisk Corp Technology	NEW	220	NEW	$500,220	NEW	0.45%
KLAC	Kla Corp Technology	Added	1,643	+1,461	$495,709	+85.0%	0.44%
HSBC	Hsbc Holdings PLC Financial Services	Reduced	5,194	-57	$493,897	+14.0%	0.44%
MO	Altria Group, Inc. Consumer Defensive	Reduced	6,802	-97	$489,403	+7.5%	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	1,941	-367	$488,433	−2.7%	0.44%
SAN	Banco Santander, S.A. Financial Services	Added	35,297	+177	$487,098	+23.0%	0.44%
PANW	Palo Alto Networks Inc Technology	Reduced	1,407	-228	$479,815	+83.0%	0.43%
NRGV	Energy Vault Holdings, Inc. Utilities	NEW	101,039	NEW	$475,893	NEW	0.43%
CPA	Copa Holdings, S.A. Industrials	Reduced	2,909	-28	$452,553	+35.6%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.