SevenBridge Financial Group, LLC
Top Portfolio Positions
165 positions ·
$484,661,700 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,746 | $27,598,647 | 5.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
77,434 | $22,266,921 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
47,386 | $17,540,875 | 3.62% | |
| NVDA |
Nvidia Corp
Technology
|
91,930 | $16,032,592 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,040 | $14,170,690 | 2.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,115 | $11,800,228 | 2.43% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
34,387 | $11,621,086 | 2.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
43,552 | $10,645,850 | 2.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,265 | $10,224,559 | 2.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
77,886 | $9,679,672 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KAPA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,755 | 44,286 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $31,443 | 44,286 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $51,814 | 44,286 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,398 | 44,286 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $41,451 | 44,286 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||