SevenBridge Financial Group, LLC
•CIK: 1673954•Filing: Q4 2025
**SevenBridge Financial Group, LLC** manages $622M across a diversified portfolio of 208 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including DRSK at $32.4M and AAPL at $28.9M. Further concentration is evident in core tech names such as GOOGL ($26.9M), MSFT ($22.6M), and NVDA ($17.3M). This structure suggests a conviction-driven, large-cap growth mandate within its current allocation.
Total AUM
$621.9M
QoQ Performance
+2.5%
Positions
185
Top 10 Concentration
30.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DRSK
DRSK5.2%
AAPL4.6%
GOOGL4.3%
MSFT3.6%
NVDA2.8%
AMZN2.6%
JPM2.0%
TSM1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.4%
Technology23.3%
Consumer7.8%
Healthcare6.7%
Financial6.3%
Industrial4.6%
Materials2.3%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW6 new positions
↑52 increased
↓113 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023