NORTHBRIDGE FINANCIAL GROUP, LLC

CIK: 0001968850Latest portfolio: $222.8M · Q4 2025

Holdings

160

Total Value

$222.8M

New Positions

159

Closed Positions

0

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
133,372$24.9M11.17%
2
AAPLAPPLE INC
66,615$18.1M8.13%
3
NDQINVESCO QQQ TR
16,670$10.2M4.60%
4
MSFTMICROSOFT CORP
14,793$7.2M3.21%
5
GOOGLALPHABET INC
20,070$6.3M2.82%
6
AMZNAMAZON COM INC
24,544$5.7M2.54%
7
COWZPACER FDS TR
88,785$5.3M2.40%
8
METAMETA PLATFORMS INC
8,077$5.3M2.39%
9
JAAAJANUS DETROIT STR TR
104,235$5.3M2.37%
10
AVGOBROADCOM INC
14,744$5.1M2.29%
11
TSLATESLA INC
9,002$4.0M1.82%
12
FTCSFIRST TR EXCHANGE-TRADED FD
38,628$3.6M1.60%
13
MGKVANGUARD WORLD FD
8,469$3.5M1.57%
14
JSIJANUS DETROIT STR TR
55,396$2.9M1.29%
15
SHLDGLOBAL X FDS
43,818$2.8M1.27%
16
LLYELI LILLY & CO
2,370$2.5M1.14%
17
FTECFIDELITY COVINGTON TRUST
11,043$2.5M1.11%
18
AMDADVANCED MICRO DEVICES INC
11,471$2.5M1.10%
19
CLOABLACKROCK ETF TRUST II
47,400$2.5M1.10%
20
MTUMISHARES TR
9,510$2.4M1.07%
21
XMMOINVESCO EXCHANGE TRADED FD T
16,602$2.3M1.03%
22
TMFCRBB FD INC
31,503$2.3M1.01%
23
FDNFIRST TR EXCHANGE-TRADED FD
8,372$2.3M1.01%
24
BULPACER FDS TR
38,245$2.1M0.95%
25
BCCCGLOBAL X FDS
42,455$2.0M0.91%

Sector Breakdown

Financial Services0.0% ($5.342527235733495e+290T)
Technology0.0% ($2.487318109715451e+58T)
Healthcare0.0% ($2.547137672062958e+25T)
Unknown0.0% ($1.0240202816491268e+22T)
Industrials0.0% ($149968458147641152.0T)
Consumer Cyclical0.0% ($56654048927843.6T)
Communication Services0.0% ($6281533115.6T)
Energy0.0% ($1030.6T)
Consumer Defensive0.0% ($1.4T)
Utilities0.0% ($437.4M)
Basic Materials0.0% ($548K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$222.8M160

Fund Information

CIK0001968850
Most Recent FilingFeb 6, 2026
Number of Filings1

NORTHBRIDGE FINANCIAL GROUP, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $222.8M across 160 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 11.2% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.