SEVEN MILE ADVISORY Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$166.3B

Holdings

180

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
101
GILDGILEAD SCIENCES INC COM
3,098$343.5M0.21%
102
LRCXLAM RESEARCH CORP COM NEW
3,518$342.4M0.21%
103
MFCMANULIFE FINL CORP COM
10,609$339.1M0.20%
104
CPACOPA HOLDINGS SA CL A
3,066$337.2M0.20%
105
SYKSTRYKER CORPORATION COM
850$336.3M0.20%
106
NUNU HLDGS LTD ORD SHS CL A
24,330$333.8M0.20%
107
MRKMERCK & CO INC COM
4,170$330.1M0.20%
108
TRVCCITIGROUP INC COM NEW
3,868$329.2M0.20%
109
BSXBOSTON SCIENTIFIC CORP COM
3,007$323.0M0.19%
110
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
8,000$320.2M0.19%
111
VICIVICI PPTYS INC COM
9,786$319.0M0.19%
112
VRTXVERTEX PHARMACEUTICALS INC COM
712$317.0M0.19%
113
SANBANCO SANTANDER S.A. ADR
38,149$316.6M0.19%
114
ADBEADOBE INC COM
814$314.9M0.19%
115
HBC2HSBC HLDGS PLC SPON ADR NEW
5,158$313.6M0.19%
116
AZNASTRAZENECA PLC SPONSORED ADR
4,392$306.9M0.18%
117
ARKKARK INNOVATION ETF
4,338$304.9M0.18%
118
CITHE CIGNA GROUP COM
922$304.8M0.18%
119
VUGVanguard Growth ETF
673$295.0M0.18%
120
EWJISHARES MSCI JAPAN ETF
3,875$290.5M0.17%
121
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
18,670$287.0M0.17%
122
ARCCARES CAPITAL CORP COM
13,000$285.5M0.17%
123
AMDADVANCED MICRO DEVICES INC COM
1,955$277.4M0.17%
124
AQLTISHARES U.S. TREASURY BOND ETF
12,043$276.7M0.17%
125
DHRDANAHER CORPORATION COM
1,397$276.0M0.17%
126
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
6,750$275.3M0.17%
127
BBCAJPMORGAN BETABUILDERS CANADA ETF
3,364$271.5M0.16%
128
SONYSONY GROUP CORP SPONSORED ADR
10,373$270.0M0.16%
129
ROKROCKWELL AUTOMATION INC COM
811$269.4M0.16%
130
MLB1MERCADOLIBRE INC COM
103$269.2M0.16%
131
0VVBPARAMOUNT GLOBAL CLASS B COM
20,474$264.1M0.16%
132
UBERUBER TECHNOLOGIES INC COM
2,826$263.7M0.16%
133
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
4,210$260.5M0.16%
134
NDQINVESCO QQQ TRUST SERIES I
467$257.6M0.15%
135
MUMICRON TECHNOLOGY INC COM
2,080$256.4M0.15%
136
CDNSCADENCE DESIGN SYSTEM INC COM
827$254.8M0.15%
137
EPDENTERPRISE PRODS PARTNERS L P COM
8,183$253.8M0.15%
138
ADSKAUTODESK INC COM
808$250.1M0.15%
139
GEVGE VERNOVA INC COM
469$248.2M0.15%
140
WULFTERAWULF INC COM
55,989$245.2M0.15%
141
PGRPROGRESSIVE CORP COM
910$242.8M0.15%
142
TMOTHERMO FISHER SCIENTIFIC INC COM
594$240.8M0.14%
143
IEFISHARES 7-10 YEAR TREASURY BOND ETF
2,501$239.5M0.14%
144
VTVVanguard Value ETF
1,353$239.1M0.14%
145
AMGNAMGEN INC COM
852$237.9M0.14%
146
AIGAMERICAN INTL GROUP INC COM NEW
2,717$232.5M0.14%
147
TMTOYOTA MOTOR CORP ADS
1,345$231.7M0.14%
148
GMGENERAL MTRS CO COM
4,670$229.8M0.14%
149
CLCOLGATE PALMOLIVE CO COM
2,528$229.8M0.14%
150
INDAISHARES MSCI INDIA ETF
4,120$229.4M0.14%
151
CVXCHEVRON CORP NEW COM
1,597$228.6M0.14%
152
PFEPFIZER INC COM
9,414$228.2M0.14%
153
BLKBLACKROCK INC COM
215$225.6M0.14%
154
MDTMEDTRONIC PLC SHS
2,567$223.8M0.13%
155
APHAMPHENOL CORP NEW CL A
2,261$223.3M0.13%
156
CORZCORE SCIENTIFIC INC NEW COM
13,074$223.2M0.13%
157
GQREFLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND
3,720$221.9M0.13%
158
VBRVANGUARD SMALL CAP VALUE ETF
1,135$221.3M0.13%
159
TMUST-MOBILE US INC COM
926$220.6M0.13%
160
UBSUBS GROUP AG SHS
6,514$220.3M0.13%
161
TJXTJX COS INC NEW COM
1,783$220.2M0.13%
162
RTXRTX CORPORATION COM
1,507$220.1M0.13%
163
ANETARISTA NETWORKS INC COM SHS
2,114$216.3M0.13%
164
EMEEMCOR GROUP INC COM
404$216.1M0.13%
165
COPCONOCOPHILLIPS COM
2,385$214.0M0.13%
166
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
15,543$213.3M0.13%
167
HCAHCA HEALTHCARE INC COM
539$206.5M0.12%
168
SPGIS&P GLOBAL INC COM
391$206.2M0.12%
169
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
7,000$204.3M0.12%
170
NYFISHARES NEW YORK MUNI BOND ETF
3,917$204.2M0.12%
171
ETNEATON CORP PLC SHS
568$202.8M0.12%
172
AQLTISHARES CORE MSCI EAFE ETF
2,427$202.6M0.12%
173
CATCATERPILLAR INC COM
520$201.9M0.12%
174
HLNHALEON PLC SPON ADS
16,120$167.2M0.10%
175
VODVODAFONE GROUP PLC NEW SPONSORED ADR
13,796$147.1M0.09%
176
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
16,116$89.6M0.05%
177
ICLICL GROUP LTD SHS
11,642$79.9M0.05%
178
GNWGENWORTH FINL INC COM SHS
10,016$77.9M0.05%
179
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
17,906$76.1M0.05%
180
ALLOALLOGENE THERAPEUTICS INC COM
14,449$16.3M0.01%
PreviousPage 2 of 2