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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

SevenBridge Financial Group, LLC INSTITUTION : SevenBridge Financial Group, LLC
SevenBridge Financial Group, LLC Portfolio (reported on 2020-07-24)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
Apple Inc    (Equities) AAPL 15,028,000 41,194 7.46%
Microsoft Corp    (Equities) MSFT 12,912,000 63,448 6.41%
Amazon.com Inc    (Equities) AMZN 7,391,000 2,679 3.67%
Alphabet Inc A    (Equities) GOOGL 6,320,000 4,457 3.13%
Johnson & Johnson    (Equities) JNJ 4,987,000 35,463 2.47%
Schwab US Dividend Equity ETF    (Equities) SCHD 4,814,000 93,016 2.39%
Cisco Systems Inc    (Equities) CSCO 4,503,000 96,555 2.23%
JPMorgan Chase & Co    (Equities) JPM 4,234,000 45,017 2.10%
PepsiCo Inc    (Equities) PEP 4,194,000 31,713 2.08%
The Hershey Co    (Equities) HSY 4,041,000 31,173 2.00%
Amgen Inc    (Equities) AMGN 3,958,000 16,781 1.96%
Verizon Communications Inc    (Equities) VZ 3,547,000 64,346 1.76%
Intel Corp    (Equities) INTC 3,492,000 58,360 1.73%
Target Corp    (Equities) TGT 3,416,000 28,484 1.69%
Becton Dickinson and Co    (Equities) BDX 3,415,000 14,272 1.69%
Bank of America Corporation    (Equities) BAC 3,304,000 139,112 1.64%
Procter & Gamble Co    (Equities) PG 3,250,000 27,183 1.61%
Merck & Co Inc    (Equities) MRK 3,226,000 41,712 1.60%
iShares Core S&P Small-Cap    (Equities) IJR 3,190,000 46,712 1.58%
Abbott Laboratories    (Equities) ABT 3,166,000 34,630 1.57%
Air Products & Chemicals Inc    (Equities) APD 2,908,000 12,044 1.44%
Pfizer Inc    (Equities) PFE 2,896,000 88,555 1.43%
Wal-Mart Stores Inc    (Equities) WMT 2,895,000 24,170 1.43%
Norfolk Southern Corp    (Equities) NSC 2,674,000 15,229 1.32%
iShares 1-3 Year Treasury Bond    (Equities) SHY 2,625,000 30,303 1.30%
Oracle Corp    (Equities) ORCL 2,509,000 45,391 1.24%
Visa Inc Class A    (Equities) V 2,373,000 12,283 1.17%
UnitedHealth Group Inc    (Equities) UNH 1,995,000 6,763 0.99%
Lockheed Martin Corp    (Equities) LMT 1,992,000 5,459 0.98%
Dominion Resources Inc    (Equities) D 1,971,000 24,283 0.97%
Honeywell International Inc    (Equities) HON 1,966,000 13,594 0.97%
Phillips 66    (Equities) PSX 1,942,000 27,013 0.96%
Unilever PLC ADR    (Equities) UL 1,850,000 33,712 0.91%
PPL Corp    (Equities) PPL 1,817,000 70,301 0.90%
AT&T Inc    (Equities) T 1,784,000 59,002 0.88%
PNC Financial Services Group Inc    (Equities) PNC 1,758,000 16,712 0.87%
Comcast Corp Class A    (Equities) CMCSA 1,629,000 41,796 0.80%
NVIDIA Corp    (Equities) NVDA 1,620,000 4,263 0.80%
Facebook Inc A    (Equities) FB 1,597,000 7,031 0.79%
General Dynamics Corp    (Equities) GD 1,581,000 10,575 0.78%
Raytheon Technologies Ord    (Equities) RTN 1,568,000 25,450 0.77%
Alphabet Inc C    (Equities) GOOG 1,433,000 1,014 0.71%
Walt Disney Co    (Equities) DIS 1,406,000 12,609 0.69%
Novartis Ag    (Equities) NVS 1,356,000 15,522 0.67%
Kimberly-Clark Corp    (Equities) KMB 1,352,000 9,565 0.67%
FedEx Corp    (Equities) FDX 1,346,000 9,602 0.66%
iShares Core S&P Mid-Cap    (Equities) IJH 1,298,000 7,301 0.64%
BIONTECH SE ADR    (Equities) 1,243,000 18,627 0.61%
US Bancorp    (Equities) USB 1,216,000 33,024 0.60%
iShares Core MSCI EAFE    (Equities) IEFA 1,203,000 21,055 0.59%
Bristol-Myers Squibb Company    (Equities) BMY 1,186,000 20,177 0.58%
NextEra Energy Inc    (Equities) NEE 1,182,000 4,922 0.58%
McDonald s Corp    (Equities) MCD 1,180,000 6,396 0.58%
Southern Co    (Equities) SO 1,172,000 22,602 0.58%
International Business Machines Corp    (Equities) IBM 1,162,000 9,624 0.57%
Citigroup Inc    (Equities) C 1,148,000 22,473 0.57%
Citizens Financial Group Inc    (Equities) CFG 1,134,000 44,940 0.56%
Nike Inc B    (Equities) NKE 1,107,000 11,285 0.54%
General Mills Inc    (Equities) GIS 1,012,000 16,416 0.50%
Exxon Mobil Corp    (Equities) XOM 920,000 20,566 0.45%
iShares Core S&P 500    (Equities) IVV 902,000 2,912 0.44%
Chevron Corp    (Equities) CVX 879,000 9,850 0.43%
United Parcel Service Inc Class B    (Equities) UPS 876,000 7,876 0.43%
PayPal Holdings Inc    (Equities) PYPL 844,000 4,843 0.41%
Teradyne Inc    (Equities) TER 841,000 9,956 0.41%
AbbVie Inc    (Equities) ABBV 825,000 8,408 0.40%
Union Pacific Corp    (Equities) UNP 795,000 4,699 0.39%
PPG Industries Inc    (Equities) PPG 792,000 7,470 0.39%
Sherwin-Williams Co    (Equities) SHW 763,000 1,320 0.37%
Accenture PLC A    (Equities) ACN 742,000 3,456 0.36%
Morgan Stanley    (Equities) MS 738,000 15,287 0.36%
Caterpillar Inc    (Equities) CAT 736,000 5,820 0.36%
Cummins Inc    (Equities) CMI 712,000 4,107 0.35%
Carlisle Companies Inc    (Equities) CSL 660,000 5,519 0.32%
SPDR S&P Dividend ETF    (Equities) SDY 655,000 7,179 0.32%
Lam Research Corp    (Equities) LRCX 623,000 1,925 0.30%
Schwab US Large-Cap ETF    (Equities) SCHX 597,000 8,058 0.29%
Texas Instruments Inc    (Equities) TXN 589,000 4,635 0.29%
Emerson Electric Co    (Equities) EMR 579,000 9,337 0.28%
Lowe s Companies Inc    (Equities) LOW 575,000 4,255 0.28%
The Home Depot Inc    (Equities) HD 559,000 2,230 0.27%
Applied Materials Inc    (Equities) AMAT 553,000 9,143 0.27%
BP PLC ADR    (Equities) BP 535,000 22,951 0.26%
Starbucks Corp    (Equities) SBUX 530,000 7,206 0.26%
Goldman Sachs Group Inc    (Equities) GS 501,000 2,533 0.24%
Alibaba Group Holding Ltd ADR    (Equities) BABA 501,000 2,321 0.24%
Royal Dutch Shell PLC    (Equities) RDS.A 464,000 14,180 0.23%
M&T Bank Corp    (Equities) MTB 449,000 4,315 0.22%
Uber Technologies Inc    (Equities) 442,000 14,226 0.21%
L3Harris Technologies Ord    (Equities) 429,000 2,529 0.21%
SPDR S&P 500 ETF    (Equities) SPY 425,000 1,380 0.21%
Analog Devices Inc    (Equities) ADI 418,000 3,405 0.20%
Mondelez International Inc Class A    (Equities) MDLZ 411,000 8,040 0.20%
Sysco Corp    (Equities) SYY 400,000 7,322 0.19%
SPDR S&P MidCap 400 ETF    (Equities) MDY 395,000 1,217 0.19%
Vertex Pharmaceuticals Inc    (Equities) VRTX 388,000 1,336 0.19%
Vanguard Mid-Cap ETF    (Equities) VO 352,000 2,149 0.17%
Old Dominion Freight Lines Inc    (Equities) ODFL 345,000 2,037 0.17%
Clorox Co    (Equities) CLX 339,000 1,547 0.16%
Aflac Inc    (Equities) AFL 332,000 9,211 0.16%
iShares Core MSCI Emerging Markets ETF    (Equities) IEMG 314,000 6,603 0.15%
Coca-Cola Co    (Equities) KO 314,000 7,036 0.15%
Schwab US Large-Cap Growth ETF    (Equities) SCHG 310,000 3,055 0.15%
Truist Finl Corp Com    (Equities) 299,000 7,955 0.14%
Progressive Corp    (Equities) PGR 292,000 3,641 0.14%
Medtronic PLC    (Equities) MDT 291,000 3,170 0.14%
Nuveen PA Quality Muni Inc    (COM) NQP 285,000 20,997 0.14%
Schwab US Mid-Cap ETF    (Equities) SCHM 283,000 5,373 0.14%
Nuveen AMT-Free Quality Muni Inc    (COM) NEA 281,000 20,205 0.13%
Eli Lilly and Co    (Equities) LLY 276,000 1,683 0.13%
Invesco PA Value Muni Income Trust    (COM) VPV 275,000 23,200 0.13%
Invesco S&P 500 Equal Weight ETF    (Equities) 261,000 2,560 0.12%
Edwards Lifesciences Corp    (Equities) EW 261,000 3,771 0.12%
Altria Group Inc    (Equities) MO 261,000 6,652 0.12%
Illinois Tool Works Inc    (Equities) ITW 260,000 1,488 0.12%
VF Corp    (Equities) VFC 253,000 4,145 0.12%
Total Sa    (Equities) TOT 249,000 6,470 0.12%
Brown-Forman Corp    (Equities) BF/B 247,000 3,879 0.12%
Schwab US Broad Market ETF    (Equities) SCHB 246,000 3,344 0.12%
Ollie s Bargain Outlet Holdings Inc    (Equities) 242,000 2,475 0.12%
Slack Technologies Inc    (Equities) 240,000 7,714 0.11%
iShares Russell 2000    (Equities) IWM 239,000 1,672 0.11%
Paychex Inc    (Equities) PAYX 231,000 3,054 0.11%
Colgate-Palmolive Co    (Equities) CL 229,000 3,126 0.11%
Automatic Data Processing Inc    (Equities) ADP 228,000 1,529 0.11%
Vanguard FTSE Developed Markets ETF    (Equities) VEA 225,000 5,797 0.11%
Albemarle Corp    (Equities) ALB 222,000 2,873 0.11%
iShares MBS    (Equities) MBB 217,000 1,959 0.10%
Philip Morris International Inc    (Equities) PM 216,000 3,080 0.10%
Gilead Sciences Inc    (Equities) GILD 205,000 2,667 0.10%
Brown & Brown Inc    (Equities) BRO 203,000 4,978 0.10%
McCormick & Co Inc Non-Voting    (Equities) MKC 200,000 1,114 0.09%
HP Inc    (Equities) HPQ 176,000 10,122 0.08%
Under Armour Inc A    (Equities) UA 129,000 13,281 0.06%
Total Value As 2020-06-30: 201,345,000 SEC FILING
* Portfolios do not reflect changes after reporting
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