CIK 1673954
SevenBridge Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | 4K | $100K–$500K | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 8K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 7K | $100K–$500K | SH |
| WAT | WATERS CORP | 1K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 2K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| PPL | PPL CORP | 10K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP | 5K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| IEUR | ISHARES TR | 4K | $100K–$500K | SH |
| CVE | CENOVUS ENERGY INC | 17K | $100K–$500K | SH |
| NKE | NIKE INC | 5K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 725 | $100K–$500K | SH |
| IVV | ISHARES TR | 433 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 4K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 791 | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 372 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 629 | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 466 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 692 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 403 | $100K–$500K | SH |
| SMMD | ISHARES TR | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 221 | $100K–$500K | SH |
| OEF | ISHARES TR | 669 | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 1K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 465 | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 3K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 3K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 445 | $100K–$500K | SH |
| AOS | SMITH A O CORP | 3K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC | 8K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 987 | $100K–$500K | SH |