SEVEN MILE ADVISORY

CIK

1987932

Location

EWING, NJ

Portfolio Value

Small $100,845,162

Diversification

Diversified

Filing Date

Global Rank

#5,351 / 8,232 ▼ 917

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+0.4%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.8%

SPY

+71.4%

Annualised alpha

+0.4%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

144 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

+5.5 pts

Top 5

38.7%

+5.9 pts

Top 10

50.2%

+3.6 pts

HHI

452

Diversified+142

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$40,844,064	37
Financial Services	12.0%	$12,072,188	26
Unclassified	9.3%	$9,330,757	6
Consumer Cyclical	9.2%	$9,324,858	11
Communication Services	9.1%	$9,203,208	10
Healthcare	7.6%	$7,620,228	19
Consumer Defensive	4.0%	$3,991,944	7
Industrials	3.0%	$3,034,832	11
Energy	2.6%	$2,637,736	7
Basic Materials	1.4%	$1,372,585	6
Real Estate	0.8%	$784,857	2
Utilities	0.6%	$627,905	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
SHOP	Shopify Inc.	+2,515	4,457	$528,689
WSM	Williams Sonoma Inc	+1,564	2,842	$518,181
HSBC	Hsbc Holdings PLC	+742	5,251	$433,154
WMT	Walmart Inc.	+701	13,188	$1,639,004
VOD	Vodafone Group Public Ltd Co	+605	14,232	$213,764
MCD	Mcdonalds Corp	+373	2,128	$661,361
UBS	UBS Group AG	+303	6,737	$263,214
ICL	ICL Group Ltd.	+231	11,303	$58,549
SHEL	Shell plc	+193	3,771	$350,703
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+190	15,698	$340,018
NOW	ServiceNow, Inc.	+189	2,036	$212,863
GS	Goldman Sachs Group Inc	+104	666	$563,429
PH	Parker-Hannifin Corp	+87	362	$324,076
TM	Toyota Motor Corp/	+64	1,328	$273,687
NVS	Novartis AG	+61	4,023	$614,513
AU	AngloGold Ashanti PLC	+49	3,576	$348,159
MFC	Manulife Financial Corp	+46	8,641	$297,596
CDNS	Cadence Design Systems Inc	+31	752	$208,958
TIGO	Millicom International Cellular SA	+25	4,093	$306,729
LYG	Lloyds Banking Group plc	+7	16,977	$85,394
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−18,371	25,991	$6,596,255
BAC	Bank Of America Corp /De/	−16,268	5,628	$274,365
T	At&T Inc.	−10,676	11,029	$319,730
AMZN	Amazon Com Inc	−10,513	21,697	$4,518,834
MSFT	Microsoft Corp	−10,488	11,991	$4,438,708
NVDA	Nvidia Corp	−5,861	93,919	$16,379,473
WU	Western Union CO	−5,646	14,162	$123,634
GOOGL	Alphabet Inc.	−5,551	13,231	$3,804,706
PEP	Pepsico Inc	−4,968	2,052	$318,655
VZ	Verizon Communications Inc	−3,625	10,470	$525,594
JPM	Jpmorgan Chase & Co	−3,521	5,973	$1,757,017
PFE	Pfizer Inc	−3,380	9,039	$253,815
ORCL	Oracle Corp	−3,265	2,353	$346,149
XOM	Exxon Mobil Corp	−3,197	4,759	$807,411
CSCO	Cisco Systems, Inc.	−2,900	6,829	$529,862
JNJ	Johnson & Johnson	−2,669	3,851	$941,338
WFC	Wells Fargo & Company/Mn	−2,549	6,732	$535,934
AVGO	Broadcom Inc.	−2,531	5,911	$1,829,513
KO	Coca Cola Co	−2,391	3,453	$262,600
MRK	Merck & Co., Inc.	−2,379	5,133	$617,448
GM	General Motors Co	−2,300	4,510	$335,995
IBM	International Business Machines Corp	−2,175	1,169	$283,353
AZN	Astrazeneca PLC	−2,096	2,111	$416,331
INTC	Intel Corp	−2,014	9,903	$437,019
META	Meta Platforms, Inc.	−1,941	4,506	$2,578,017
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
WULF	Terawulf Inc.	55,970	$807,647
EQIX	Equinix Inc	572	$560,697
ECVT	Ecovyst Inc.	21,856	$281,068
TPH	Tri Pointe Homes, Inc.	5,693	$266,033
NVT	nVent Electric plc	2,226	$263,291
LBTYA	Liberty Global Ltd.	21,640	$261,627
JXN	Jackson Financial Inc.	2,444	$258,379
SD	Sandridge Energy Inc	15,426	$251,598
TTE	TotalEnergies SE	2,703	$245,918
E	Eni Spa	4,275	$242,007
TSEM	Tower Semiconductor Ltd	1,339	$234,967
VICI	Vici Properties Inc.	8,205	$224,160
TMHC	Taylor Morrison Home Corp	3,821	$222,535
POR	Portland General Electric Co /Or/	4,063	$214,404
APAM	Artisan Partners Asset Management Inc.	5,512	$200,581
ROCK	Gibraltar Industries, Inc.	5,021	$200,187
GSL	Global Ship Lease, Inc.	5,372	$199,999
CORZ	Core Scientific, Inc./tx	13,050	$195,228
HUN	Huntsman CORP	12,349	$164,365
CRNT	Ceragon Networks Ltd	44,672	$96,491
ALLO	Allogene Therapeutics, Inc.	14,434	$35,218
RBBN	Ribbon Communications Inc.	15,976	$33,869
MX	MAGNACHIP SEMICONDUCTOR Corp	10,173	$28,484
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BRW	Saba Capital Income & Opportunities Fund	816,075	$5,720,685
NUV	Nuveen Municipal Value Fund Inc	466,238	$4,224,116
SDHY	PGIM Short Duration High Yield Opportunities Fund	229,858	$3,781,164
SABA	Saba Capital Income & Opportunities Fund II	244,179	$2,014,476
SPE	Special Opportunities Fund, Inc.	108,416	$1,592,631
DTF	Dtf Tax-Free Income 2028 Term Fund Inc	126,477	$1,444,367
BTT	BlackRock Municipal 2030 Target Term Trust	43,303	$988,174
SPGI	S&P Global Inc.	1,744	$911,396
UNH	Unitedhealth Group Inc	2,164	$714,358
TSI	Tcw Strategic Income Fund Inc	114,997	$568,085
BBN	BlackRock Taxable Municipal Bond Trust	34,768	$567,413
JMM	Nuveen Multi-Market Income Fund	88,748	$536,037
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	41,411	$533,787
BX	Blackstone Inc.	3,067	$472,747
DIS	Walt Disney Co	3,675	$418,104
ADBE	Adobe Inc.	1,085	$379,739
COP	Conocophillips	3,661	$342,706
GDL	Gdl Fund	39,954	$338,410
KTF	Dws Municipal Income Trust	36,209	$329,139
AIG	American International Group, Inc.	3,819	$326,715
BSX	Boston Scientific Corp	3,420	$326,097
DHR	Danaher Corp /De/	1,339	$306,523
HOOD	Robinhood Markets, Inc.	2,608	$294,964
YUM	Yum Brands Inc	1,934	$292,575
HPE	Hewlett Packard Enterprise Co	12,001	$288,264
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

144 positions · $100,845,162 total · as of Mar 31, 2026

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

Showing 1–50 of 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	93,919	-5,861	$16,379,473	−12.0%	16.24%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,932	-601	$7,109,516	−9.6%	7.05%
AAPL	Apple Inc. Technology	Reduced	25,991	-18,371	$6,596,255	−45.3%	6.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,697	-10,513	$4,518,834	−39.2%	4.48%
MSFT	Microsoft Corp Technology	Reduced	11,991	-10,488	$4,438,708	−59.2%	4.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,231	-5,551	$3,804,706	−35.3%	3.77%
META	Meta Platforms, Inc. Communication Services	Reduced	4,506	-1,941	$2,578,017	−39.4%	2.56%
AVGO	Broadcom Inc. Technology	Reduced	5,911	-2,531	$1,829,513	−37.4%	1.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,973	-3,521	$1,757,017	−42.6%	1.74%
WMT	Walmart Inc. Consumer Defensive	Added	13,188	+701	$1,639,004	+17.8%	1.63%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,395	-264	$1,633,841	−22.0%	1.62%
AMAT	Applied Materials Inc /De Technology	Reduced	3,418	-272	$1,168,238	+23.2%	1.16%
LLY	ELI LILLY & Co Healthcare	Reduced	1,265	-541	$1,163,509	−40.1%	1.15%
JNJ	Johnson & Johnson Healthcare	Reduced	3,851	-2,669	$941,338	−30.2%	0.93%
V	Visa Inc. Financial Services	Reduced	3,101	-1,785	$937,246	−45.3%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,945	-1,377	$932,044	−44.2%	0.92%
MA	Mastercard Inc Financial Services	Reduced	1,803	-666	$900,886	−36.1%	0.89%
MU	Micron Technology Inc Technology	Reduced	2,465	-421	$832,775	+1.1%	0.83%
ASML	Asml Holding NV Technology	Reduced	623	-40	$822,877	+16.0%	0.82%
WULF	Terawulf Inc. Financial Services	NEW	55,970	NEW	$807,647	NEW	0.80%
XOM	Exxon Mobil Corp Energy	Reduced	4,759	-3,197	$807,411	−15.7%	0.80%
AXP	American Express Co Financial Services	Reduced	2,412	-1,144	$729,581	−44.5%	0.72%
GLTR	abrdn Precious Metals Basket ETF Trust	Held	3,300	0	$721,776	+6.4%	0.72%
NFLX	Netflix Inc Communication Services	Reduced	7,307	-1,924	$702,568	−18.8%	0.70%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,128	+373	$661,361	+23.3%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,133	-2,379	$617,448	−21.9%	0.61%
NVS	Novartis AG Healthcare	Added	4,023	+61	$614,513	+12.5%	0.61%
LRCX	Lam Research Corp Technology	Reduced	2,869	-1,453	$612,990	−17.1%	0.61%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	992	0	$611,825	+2.2%	0.61%
CLS	Celestica Inc Technology	Reduced	2,085	-125	$587,302	−10.1%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	568	-56	$565,972	+5.2%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Added	666	+104	$563,429	+14.1%	0.56%
EQIX	Equinix Inc Real Estate	NEW	572	NEW	$560,697	NEW	0.56%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,732	-2,549	$535,934	−38.0%	0.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,829	-2,900	$529,862	−29.3%	0.53%
SHOP	Shopify Inc. Technology	Added	4,457	+2,515	$528,689	+69.1%	0.52%
VZ	Verizon Communications Inc Communication Services	Reduced	10,470	-3,625	$525,594	−8.4%	0.52%
AMGN	Amgen Inc Healthcare	Reduced	1,477	-600	$519,682	−23.6%	0.52%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	2,842	+1,564	$518,181	+127.0%	0.51%
ABBV	AbbVie Inc. Healthcare	Reduced	2,308	-1,158	$501,966	−36.6%	0.50%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,420	-36	$492,300	−6.4%	0.49%
C	Citigroup Inc Financial Services	Reduced	4,284	-931	$485,848	−20.2%	0.48%
MO	Altria Group, Inc. Consumer Defensive	Reduced	6,899	-488	$455,265	+6.9%	0.45%
CVX	Chevron Corp Energy	Reduced	2,148	-844	$444,421	−2.5%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,346	-947	$442,685	−43.9%	0.44%
INTC	Intel Corp Technology	Reduced	9,903	-2,014	$437,019	−0.6%	0.43%
HSBC	Hsbc Holdings PLC Financial Services	Added	5,251	+742	$433,154	+22.1%	0.43%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,945	-340	$430,794	−26.2%	0.43%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	3,052	-1,535	$425,357	−24.4%	0.42%
AZN	Astrazeneca PLC Healthcare	Reduced	2,111	-2,096	$416,331	−46.2%	0.41%