SEVEN MILE ADVISORY
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 SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+73.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 40.5% | $40,844,064 |
| Financial Services | 12.0% | $12,072,188 |
| Unclassified | 9.3% | $9,330,757 |
| Consumer Cyclical | 9.2% | $9,324,858 |
| Communication Services | 9.1% | $9,203,208 |
| Healthcare | 7.6% | $7,620,228 |
| Consumer Defensive | 4.0% | $3,991,944 |
| Industrials | 3.0% | $3,034,832 |
| Energy | 2.6% | $2,637,736 |
| Basic Materials | 1.4% | $1,372,585 |
| Real Estate | 0.8% | $784,857 |
| Utilities | 0.6% | $627,905 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
37 positions ·
$40,844,064 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 93,919 | $16,379,473 | 40.10% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,991 | $6,596,255 | 16.15% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,991 | $4,438,708 | 10.87% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,911 | $1,829,513 | 4.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,418 | $1,168,238 | 2.86% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,465 | $832,775 | 2.04% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 623 | $822,877 | 2.01% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,869 | $612,990 | 1.50% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 2,085 | $587,302 | 1.44% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 6,829 | $529,862 | 1.30% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 4,457 | $528,689 | 1.29% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,420 | $492,300 | 1.21% | |
| INTC |
Intel Corp
Technology
|
Reduced | 9,903 | $437,019 | 1.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,945 | $430,794 | 1.05% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,353 | $346,149 | 0.85% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 1,179 | $318,907 | 0.78% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 2,265 | $286,182 | 0.70% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,169 | $283,353 | 0.69% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,405 | $272,766 | 0.67% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 2,217 | $272,203 | 0.67% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,089 | $269,021 | 0.66% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 182 | $267,978 | 0.66% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,635 | $262,123 | 0.64% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 1,350 | $252,004 | 0.62% | |
| SAP |
Sap SE
Technology
|
Reduced | 1,398 | $239,351 | 0.59% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
NEW | 1,339 | $234,967 | 0.58% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 721 | $229,378 | 0.56% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 518 | $223,972 | 0.55% | |
| ACN |
Accenture plc
Technology
|
Reduced | 1,094 | $216,929 | 0.53% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,036 | $212,863 | 0.52% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 752 | $208,958 | 0.51% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 519 | $203,323 | 0.50% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 600 | $202,770 | 0.50% | |
| CORZ |
Core Scientific, Inc./tx
Technology
|
NEW | 13,050 | $195,228 | 0.48% | |
| CRNT |
Ceragon Networks Ltd
Technology
|
NEW | 44,672 | $96,491 | 0.24% | |
| RBBN |
Ribbon Communications Inc.
Technology
|
NEW | 15,976 | $33,869 | 0.08% | |
| MX |
MAGNACHIP SEMICONDUCTOR Corp
Technology
|
NEW | 10,173 | $28,484 | 0.07% |