SEVEN MILE ADVISORY Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$582.2B

Holdings

260

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (260 positions)

#StockSharesValue% PortfolioType
101
BACVERIZON COMMUNICATIONS INC COM
14,095$574.0M0.10%
102
TSITCW STRATEGIC INCOME FD INC COM
114,997$568.0M0.10%
103
BBNBLACKROCK TAX MUNICPAL BD TR SHS
34,768$567.0M0.10%
104
GILDGILEAD SCIENCES INC COM
4,587$562.0M0.10%
105
GMGENERAL MTRS CO COM
6,810$553.0M0.09%
106
GEGE AEROSPACE COM NEW
1,777$547.0M0.09%
107
NVSNNOVARTIS AG SPONSORED ADR
3,962$546.0M0.09%
108
TAT&T INC COM
21,705$539.0M0.09%
109
COSTCOSTCO WHOLESALE CORPORATION COM
624$538.0M0.09%
110
JMMNUVEEN MULTI-MKT INCOME FD INC COM
88,748$536.0M0.09%
111
MCDMCDONALDS CORP COM
1,755$536.0M0.09%
112
NFJVIRTUS DIVIDEND INTEREST & PR COM
41,411$533.0M0.09%
113
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
16,067$531.0M0.09%
114
AMDADVANCED MICRO DEVICES INC COM
2,456$525.0M0.09%
115
CRMSALESFORCE INC COM
1,955$517.0M0.09%
116
QCOMQUALCOMM INC COM
3,013$515.0M0.09%
117
IJHISHARES CORE S&P MID-CAP ETF
7,540$497.0M0.09%
118
4I1PHILIP MORRIS INTL INC COM
3,088$495.0M0.09%
119
GSGOLDMAN SACHS GROUP INC COM
562$493.0M0.08%
120
BXBLACKSTONE INC COM
3,067$472.0M0.08%
121
CVXCHEVRON CORPORATION COM
2,992$456.0M0.08%
122
VBVANGUARD SMALL-CAP ETF
1,768$456.0M0.08%
123
TMOTHERMO FISHER SCIENTIFIC INC COM
775$449.0M0.08%
124
VGTVANGUARD INFORMATION TECHNOLOGY ETF
582$439.0M0.08%
125
INTCINTEL CORP COM
11,917$439.0M0.08%
126
INTUINTUIT COM
662$438.0M0.08%
127
KLACKLA CORP COM NEW
359$436.0M0.07%
128
RTXRTX CORPORATION COM
2,359$432.0M0.07%
129
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
9,438$432.0M0.07%
130
MOALTRIA GROUP INC COM
7,387$425.0M0.07%
131
DISDISNEY WALT CO COM
3,675$418.0M0.07%
132
SANBANCO SANTANDER SA ADR
35,640$418.0M0.07%
133
NEENEXTERA ENERGY INC COM
5,123$411.0M0.07%
134
KOCOCA COLA CO COM
5,844$408.0M0.07%
135
NEMNEWMONT CORP COM
4,004$399.0M0.07%
136
SCHASCHWAB U.S. SMALL-CAP ETF
14,000$398.0M0.07%
137
TJXTJX COS INC NEW COM
2,587$397.0M0.07%
138
LINLINDE PLC SHS
925$394.0M0.07%
139
BKBANK NEW YORK MELLON CORP COM
3,342$387.0M0.07%
140
AZNASTRAZENECA PLC ORD
4,207$386.0M0.07%
141
ADBEADOBE INC COM
1,085$379.0M0.07%
142
ISRGINTUITIVE SURGICAL INC COM NEW
658$372.0M0.06%
143
CPACOPA HOLDINGS SA CL A
3,078$371.0M0.06%
144
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
15,508$361.0M0.06%
145
HBC2HSBC HLDGS PLC SPON ADR NEW
4,509$354.0M0.06%
146
VRTXVERTEX PHARMACEUTICALS INC COM
778$352.0M0.06%
147
MDTMEDTRONIC PLC SHS
3,649$350.0M0.06%
148
PGRPROGRESSIVE CORP COM
1,531$348.0M0.06%
149
EMEEMCOR GROUP INC COM
569$348.0M0.06%
150
BKNGBOOKING HOLDINGS INC COM
65$348.0M0.06%
151
SAPSAP SE SPON ADR
1,432$347.0M0.06%
152
GEVGE VERNOVA INC COM
529$345.0M0.06%
153
APHAMPHENOL CORP CL A
2,546$344.0M0.06%
154
COPCONOCOPHILLIPS COM
3,661$342.0M0.06%
155
GDLGDL FD COM SH BEN IT
39,954$338.0M0.06%
156
VTVANGUARD TOTAL WORLD STOCK ETF
2,372$334.0M0.06%
157
ARKKARK INNOVATION ETF
4,338$333.0M0.06%
158
KTFDWS MUN INCOME TR NEW COM
36,209$329.0M0.06%
159
ACNACCENTURE PLC IRELAND SHS CLASS A
1,222$327.0M0.06%
160
BSXBOSTON SCIENTIFIC CORP COM
3,420$326.0M0.06%
161
AIGAMERICAN INTL GROUP INC COM NEW
3,819$326.0M0.06%
162
PANWPALO ALTO NETWORKS INC COM
1,713$315.0M0.05%
163
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
6,980$315.0M0.05%
164
SHOPSHOPIFY INC CL A SUB VTG SHS
1,942$312.0M0.05%
165
ANETARISTA NETWORKS INC COM SHS
2,377$311.0M0.05%
166
MFCMANULIFE FINL CORP COM
8,595$311.0M0.05%
167
PFEPFIZER INC COM
12,419$309.0M0.05%
168
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
6,750$307.0M0.05%
169
DHRDANAHER CORPORATION COM
1,339$306.0M0.05%
170
AUANGLOGOLD ASHANTI PLC COM SHS
3,527$300.0M0.05%
171
UBSUBS GROUP AG SHS
6,434$297.0M0.05%
172
HOODROBINHOOD MKTS INC COM CL A
2,608$294.0M0.05%
173
HYGiShares iBoxx $ High Yield Corporate Bond ETF
3,636$293.0M0.05%
174
YUMYUM BRANDS INC COM
1,934$292.0M0.05%
175
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
958$290.0M0.05%
176
HPEHEWLETT PACKARD ENTERPRISE CO COM
12,001$288.0M0.05%
177
TXNTEXAS INSTRS INC COM
1,655$287.0M0.05%
178
NDQINVESCO QQQ TRUST SERIES I
467$286.0M0.05%
179
CBCHUBB LIMITED COM
919$286.0M0.05%
180
UALUNITED AIRLS HLDGS INC COM
2,541$284.0M0.05%
181
RHCRH PLC ORD
2,271$283.0M0.05%
182
IDXXIDEXX LABS INC COM
419$283.0M0.05%
183
NOWSERVICENOW INC COM
1,847$283.0M0.05%
184
LADRLADDER CAP CORP CL A
25,719$282.0M0.05%
185
CITHE CIGNA GROUP COM
1,027$282.0M0.05%
186
UBERUBER TECHNOLOGIES INC COM
3,429$280.0M0.05%
187
PSXPHILLIPS 66 COM
2,152$277.0M0.05%
188
CAHCARDINAL HEALTH INC COM
1,347$276.0M0.05%
189
SCHWSCHWAB CHARLES CORP COM
2,731$272.0M0.05%
190
ADSKAUTODESK INC COM
917$271.0M0.05%
191
CVSCVS HEALTH CORP COM
3,412$270.0M0.05%
192
TMTOYOTA MOTOR CORP ADS
1,264$270.0M0.05%
193
HWMHOWMET AEROSPACE INC COM
1,311$268.0M0.05%
194
UNPUNION PAC CORP COM
1,162$268.0M0.05%
195
WDCWESTERN DIGITAL CORP COM
1,556$268.0M0.05%
196
KRKROGER CO COM
4,279$267.0M0.05%
197
CMCSACOMCAST CORP NEW CL A
8,819$263.0M0.05%
198
SHELSHELL PLC SPON ADS
3,578$262.0M0.05%
199
TRVTRAVELERS COMPANIES INC COM
896$259.0M0.04%
200
HIGHARTFORD INSURANCE GROUP INC COM
1,874$258.0M0.04%
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