Seven Mile Advisory
Seven Mile Advisory reported 158 holdings worth US$149M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Seven Mile Advisory reported 158 holdings worth US$149M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 158
- Value as reported
- US$149M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 89,024 | US$17.8M | 12.0% |
| Alphabet Inc (google) Class C | 21,660 | US$7.74M | 5.2% |
| Apple Inc | 23,232 | US$6.72M | 4.5% |
| Amazon.com, Inc. | 19,363 | US$4.61M | 3.1% |
| Microsoft Corp. | 10,570 | US$3.94M | 2.6% |
| Micron Technology, Inc. | 2,192 | US$2.53M | 1.7% |
| Broadcom Inc. | 5,991 | US$2.26M | 1.5% |
| Applied Materials, Inc. | 3,121 | US$2.26M | 1.5% |
| Meta Platforms, Inc. | 3,947 | US$2.22M | 1.5% |
| Jp Morgan Chase & Co. | 5,420 | US$1.77M | 1.2% |
| Tesla, Inc. | 3,799 | US$1.6M | 1.1% |
| Berkshire Hathaway Inc. | 3,065 | US$1.53M | 1.0% |
| Intel Corporation | 9,442 | US$1.32M | 0.89% |
| Walmart Inc. | 11,607 | US$1.31M | 0.88% |
| Eli Lilly And Company | 1,085 | US$1.3M | 0.87% |
| Asml Holding Nv | 620 | US$1.23M | 0.83% |
| Lam Research Corporation | 2,757 | US$1.2M | 0.80% |
| Advanced Micro Devices Inc | 2,005 | US$1.16M | 0.78% |
| Terawulf Inc. | 39,304 | US$971K | 0.65% |
| Visa Inc. | 2,789 | US$957K | 0.64% |
| Mastercard Incorporated | 1,555 | US$799K | 0.54% |
| Celestica Inc. | 2,055 | US$750K | 0.50% |
| Johnson & Johnson | 2,945 | US$748K | 0.50% |
| Cisco Systems, Inc. | 5,973 | US$702K | 0.47% |
| Goldman Sachs Group, Inc. (the) | 631 | US$638K | 0.43% |
| Williams-sonoma, Inc. | 2,737 | US$638K | 0.43% |
| Novartis Ag | 3,996 | US$626K | 0.42% |
| Merck & Company, Inc. | 4,571 | US$591K | 0.40% |
| Equinix, Inc. | 549 | US$572K | 0.38% |
| Citigroup, Inc. | 4,085 | US$572K | 0.38% |
| Verizon Communications Inc. | 13,249 | US$561K | 0.38% |
| American Express Company | 1,655 | US$560K | 0.38% |
| Wells Fargo & Company | 6,604 | US$546K | 0.37% |
| Shopify Inc. | 4,629 | US$529K | 0.35% |
| Mcdonald's Corporation | 1,889 | US$511K | 0.34% |
| Western Digital Corporation | 784 | US$501K | 0.34% |
| Sandisk Corporation | 220 | US$500K | 0.34% |
| Altria Group, Inc. | 6,802 | US$497K | 0.33% |
| Kla Corporation | 1,643 | US$496K | 0.33% |
| Hsbc Holdings Plc | 5,194 | US$494K | 0.33% |
| Abbvie Inc. | 1,941 | US$488K | 0.33% |
| Banco Santander, S.a. | 35,297 | US$487K | 0.33% |
| Palo Alto Networks, Inc. | 1,407 | US$480K | 0.32% |
| Energy Vault Holdings, Inc. | 101K | US$476K | 0.32% |
| Copa Holdings, S.a. | 2,909 | US$453K | 0.30% |
| Netflix, Inc. | 5,667 | US$405K | 0.27% |
| Banco Bilbao Vizcaya Argentaria, S.a. | 15,828 | US$397K | 0.27% |
| Caterpillar, Inc. | 363 | US$387K | 0.26% |
| Philip Morris International Inc | 2,080 | US$379K | 0.25% |
| Ge Vernova Inc. | 319 | US$375K | 0.25% |
| Texas Instruments Incorporated | 1,220 | US$364K | 0.24% |
| Amgen Inc. | 1,004 | US$364K | 0.24% |
| Hewlett Packard Enterprise Company | 7,987 | US$361K | 0.24% |
| Costco Wholesale Corporation | 381 | US$356K | 0.24% |
| General Motors Company | 4,569 | US$352K | 0.24% |
| Manulife Financial Corporation | 8,687 | US$352K | 0.24% |
| Gilead Sciences, Inc. | 2,749 | US$347K | 0.23% |
| Home Depot, Inc. (the) | 982 | US$346K | 0.23% |
| Capital One Financial Corporation | 1,704 | US$342K | 0.23% |
| Core Scientific, Inc. | 13,050 | US$334K | 0.22% |
| Emcor Group, Inc. | 401 | US$333K | 0.22% |
| Arista Networks, Inc. | 1,936 | US$329K | 0.22% |
| Nextera Energy, Inc. | 3,741 | US$328K | 0.22% |
| Qualcomm Incorporated | 1,746 | US$323K | 0.22% |
| Vertex Pharmaceuticals Incorporated | 644 | US$320K | 0.21% |
| Bank Of America Corporation | 5,536 | US$315K | 0.21% |
| Unitedhealth Group Incorporated | 754 | US$313K | 0.21% |
| Amphenol Corporation | 1,698 | US$300K | 0.20% |
| Shell Plc | 3,837 | US$298K | 0.20% |
| F5, Inc. | 698 | US$290K | 0.19% |
| Procter & Gamble Company (the) | 1,964 | US$288K | 0.19% |
| Oracle Corporation | 1,962 | US$288K | 0.19% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 600 | US$287K | 0.19% |
| Chevron Corporation | 1,727 | US$286K | 0.19% |
| Ge Aerospace | 760 | US$284K | 0.19% |
| Applovin Corporation | 548 | US$282K | 0.19% |
| Mitsubishi Ufj Financial Group, Inc. | 14,154 | US$282K | 0.19% |
| Marvell Technology, Inc. | 945 | US$282K | 0.19% |
| Morgan Stanley | 1,338 | US$280K | 0.19% |
| Parker-hannifin Corporation | 275 | US$269K | 0.18% |
| Appfolio, Inc. | 1,612 | US$258K | 0.17% |
| Palantir Technologies Inc. | 2,195 | US$256K | 0.17% |
| Phillips 66 | 1,495 | US$253K | 0.17% |
| The Bank Of New York Mellon Corporation | 1,719 | US$249K | 0.17% |
| Coca-cola Company (the) | 2,966 | US$243K | 0.16% |
| Cadence Design Systems, Inc. | 633 | US$238K | 0.16% |
| Cardinal Health, Inc. | 979 | US$233K | 0.16% |
| Cvs Health Corporation | 2,206 | US$228K | 0.15% |
| International Business Machines Corporation | 803 | US$226K | 0.15% |
| Ing Groep N.v. | 6,926 | US$217K | 0.15% |
| Eni S.p.a. | 4,609 | US$216K | 0.15% |
| Taylor Morrison Home Corporation | 2,992 | US$215K | 0.14% |
| Pepsico, Inc. | 1,582 | US$214K | 0.14% |
| Sap Se | 1,372 | US$211K | 0.14% |
| Dell Technologies Inc. | 486 | US$210K | 0.14% |
| Novo Nordisk A/s Class B | 4,295 | US$206K | 0.14% |
| Gsk Plc | 3,860 | US$204K | 0.14% |
| Fortinet, Inc. | 1,327 | US$204K | 0.14% |
| Barclays Plc | 7,584 | US$204K | 0.14% |
| Bhp Group Ltd | 2,437 | US$203K | 0.14% |
Every holding of Seven Mile Advisory
Source
View original at SEC
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