Newbridge Financial Services Group, Inc.
•CIK: 1879757•Filing: Q4 2025
**Newbridge Financial Services Group, Inc.** manages $644M across a diverse portfolio of 1,176 positions. The strategy exhibits a strong, concentrated tilt toward mega-cap technology and semiconductor leaders. Top holdings include NVDA at $50.4M, AAPL at $25.6M, and AMZN at $22.6M, underpinning significant exposure to AI infrastructure and enterprise software. This allocation signals a conviction in high-growth, market-leading technology names.
Total AUM
$644.0M
QoQ Performance
-3.8%
Positions
919
Top 10 Concentration
35.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA7.8%
AAPL4.0%
AMZN3.5%
GOOG3.0%
MSFT2.7%
SMH2.7%
AVGO2.7%
NDQ2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.4%
Technology29.6%
Consumer8.6%
Financial2.6%
ETF2.6%
Healthcare2.2%
Communication1.7%
Industrial1.6%
🚪 Exited Positionssold since Q3 2025
+1086 more exited positions
Changes from Q3 2025
NEW10 new positions
↑115 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023