SEVENBRIDGE FINANCIAL GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 285K | $4.20M |
 | AAPL | 113K | $28.92M |
 | POET | 101K | $655.42K |
 | NVDA | 93K | $17.35M |
 | GOOGL | 81K | $26.92M |
 | WMT | 80K | $9.42M |
 | FCX | 75K | $4.57M |
 | AMZN | 68K | $16.10M |
 | SRE | 66K | $5.68M |
 | BAC | 64K | $3.32M |
 | CSCO | 62K | $4.75M |
 | XOM | 61K | $8.27M |
 | CPRT | 59K | $2.44M |
 | NEE | 53K | $4.57M |
 | MSFT | 48K | $22.55M |
 | DUK | 45K | $5.39M |
 | JNJ | 44K | $9.84M |
 | MS | 43K | $7.90M |
 | UBER | 42K | $3.45M |
 | JPM | 42K | $12.56M |
Permian Resources Corporation
PR
Shares Held
285K
Value
$4.20M
Apple Inc.
AAPL
Shares Held
113K
Value
$28.92M
POET Technologies Inc.
POET
Shares Held
101K
Value
$655.42K
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$17.35M
Alphabet Inc.
GOOGL
Shares Held
81K
Value
$26.92M
Walmart Inc.
WMT
Shares Held
80K
Value
$9.42M
Freeport-McMoRan Inc.
FCX
Shares Held
75K
Value
$4.57M
Amazon.com, Inc.
AMZN
Shares Held
68K
Value
$16.10M
Sempra
SRE
Shares Held
66K
Value
$5.68M
Bank of America Corporation
BAC
Shares Held
64K
Value
$3.32M
Cisco Systems, Inc.
CSCO
Shares Held
62K
Value
$4.75M
Exxon Mobil Corporation
XOM
Shares Held
61K
Value
$8.27M
Copart, Inc.
CPRT
Shares Held
59K
Value
$2.44M
NextEra Energy, Inc.
NEE
Shares Held
53K
Value
$4.57M
Microsoft Corporation
MSFT
Shares Held
48K
Value
$22.55M
Duke Energy Corporation
DUK
Shares Held
45K
Value
$5.39M
Johnson & Johnson
JNJ
Shares Held
44K
Value
$9.84M
Morgan Stanley
MS
Shares Held
43K
Value
$7.90M
Uber Technologies, Inc.
UBER
Shares Held
42K
Value
$3.45M
JPMorgan Chase & Co.
JPM
Shares Held
42K
Value
$12.56M