SevenBridge Financial Group, LLC
Top Portfolio Positions
165 positions ·
$487,658,877 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,746 | $27,598,647 | 5.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
77,434 | $22,266,921 | 4.57% | |
| MSFT |
Microsoft Corp
Technology
|
47,386 | $17,540,875 | 3.60% | |
| NVDA |
Nvidia Corp
Technology
|
91,930 | $16,032,592 | 3.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
68,040 | $14,170,690 | 2.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,115 | $11,800,228 | 2.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
34,387 | $11,621,086 | 2.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
43,552 | $10,645,850 | 2.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,265 | $10,224,559 | 2.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
77,886 | $9,679,672 | 1.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SJT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,100 | 10,000 | Shares | Sole | 2026-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||