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)

StockValue
SYKSTRYKER CORPORATION COM
$256.0M
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
$254.0M
REGNREGENERON PHARMACEUTICALS COM
$253.0M
FDXFEDEX CORP COM
$250.0M
TMUST-MOBILE US INC COM
$243.0M
PHPARKER-HANNIFIN CORP COM
$241.0M
TRYBARINGS BDC INC COM
$240.0M
LMTLOCKHEED MARTIN CORP COM
$239.0M
CMICUMMINS INC COM
$239.0M
HCAHCA HEALTHCARE INC COM
$236.0M
FCXFREEPORT MCMORAN INC CL B
$233.0M
BLKBLACKROCK INC COM
$233.0M
FLCFLAHERTY & CRUMRINE TOTAL RETU COM
$230.0M
KMIKINDER MORGAN INC DEL COM
$229.0M
WSMWILLIAMS SONOMA INC COM
$228.0M
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$227.0M
RGENREPLIGEN CORP COM
$226.0M
TIGOMILLICOM INTL CELLULAR S A COM STK
$225.0M
CDNSCADENCE DESIGN SYSTEM INC COM
$225.0M
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
$222.0M
GSKGSK PLC SPONSORED ADR
$220.0M
GQ9SPDR Gold Shares
$220.0M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$220.0M
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
$219.0M
GQREFLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND
$218.0M
ADIANALOG DEVICES INC COM
$217.0M
EBAEBAY INC. COM
$216.0M
MNSTMONSTER BEVERAGE CORP NEW COM
$215.0M
IEIiShares 3-7 Year Treasury Bond ETF
$213.0M
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$213.0M
DALDELTA AIR LINES INC COM NEW
$212.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$210.0M
ETNEATON CORP PLC SHS
$210.0M
NYFISHARES NEW YORK MUNI BOND ETF
$209.0M
URIUNITED RENTALS INC COM
$209.0M
GWWWW GRAINGER INC COM
$209.0M
ITWILLINOIS TOOL WKS INC COM
$208.0M
UTHUNITED THERAPEUTICS CORP DEL COM
$207.0M
STTSTATE STR CORP COM
$206.0M
BMYBRISTOL-MYERS SQUIBB CO COM
$204.0M
MLIMUELLER INDS INC COM
$204.0M
LOWLOWES COS INC COM
$203.0M
ULTAULTA BEAUTY INC COM
$203.0M
LNGCHENIERE ENERGY INC COM NEW
$201.0M
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$201.0M
CEGCONSTELLATION ENERGY CORP COM
$200.0M
DEDEERE & CO COM
$200.0M
CCAPCRESCENT CAP BDC INC COM
$186.0M
W3UWESTERN UN CO COM
$184.0M
GBDCGOLUB CAP BDC INC COM
$181.0M
VODVODAFONE GROUP PLC SPONSORED ADR
$180.0M
FCTFIRST TR SR FLTG RATE INCOME F COM
$176.0M
FFORD MTR CO COM
$149.0M
TRTXTPG RE FIN TR INC COM
$137.0M
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$110.0M
GNWGENWORTH FINL INC COM SHS
$107.0M
NMFCNEW MTN FIN CORP COM
$97.0M
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$89.0M
ACREARES COML REAL ESTATE CORP COM
$77.0M
ICLICL GROUP LTD SHS
$63.0M
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