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Seven Mile Advisory

Q1 2026 Holdings

Filed 2026-04-14 | 182 holdings | $138.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Magnachip Semiconductor Corp COM(MX)Stock55933J203$28.5K10,1730.0%
Ribbon Communications Inc COM(RBBN)Stock762544104$33.9K15,9760.0%
Allogene Therapeutics Inc COM(ALLO)Stock019770106$35.2K14,4340.0%
ICL Group LTD SHS(ICL)StockM53213100$58.3K11,3030.0%
Hafnia LTD SHSStockG4233B109$78.0K10,2680.1%
Lloyds Banking Group PLC Sponsored ADR(LYG)ADR539439109$85.4K16,9770.1%
Ceragon Networks LTD ORD(CRNT)StockM22013102$96.5K44,6720.1%
Mizuho Financial Group Inc Sponsored ADR(MFG)ADR60687Y109$119.3K15,0280.1%
Western UN Co COM(WU)Stock959802109$123.6K14,1620.1%
Huntsman Corp COM(HUN)Stock447011107$164.4K12,3490.1%
Core Scientific Inc New COM(CORZ)Stock21874A106$195.2K13,0500.1%
Global Ship Lease Inc COM CL A(GSL)StockY27183600$200.0K5,3720.1%
Gibraltar Inds Inc COM(ROCK)Stock374689107$200.2K5,0210.1%
Artisan Partners Asset Mgmt I CL A(APAM)Stock04316A108$200.6K5,5120.1%
GSK PLC Sponsored ADR(GSK)ADR37733W204$200.7K3,6370.1%
Booking Holdings Inc COM(BKNG)Stock09857L108$202.1K480.1%
Taiwan Semiconductor Manufact Sponsored ADS(TSM)ADR874039100$202.8K6000.1%
Lockheed Martin Corp COM(LMT)Stock539830109$203.1K3360.1%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$203.3K5190.1%
The Cigna Group COM(CI)Stock125523100$205.9K7720.1%
Ishares New York Muni Bond ETF(NYF)ETF464288323$208.1K3,9170.2%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$208.6K2700.2%
Cadence Design System Inc COM(CDNS)Stock127387108$209.0K7520.2%
Medtronic PLC SHS(MDT)StockG5960L103$210.2K2,4260.2%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$211.4K7,0000.2%
Servicenow Inc COM(NOW)Stock81762P102$212.9K2,0360.2%
Vodafone Group PLC Sponsored ADR(VOD)ADR92857W308$213.8K14,2320.2%
Portland GEN Elec Co COM New(POR)Stock736508847$214.4K4,0630.2%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$216.9K1,0940.2%
Cardinal Health Inc COM(CAH)Stock14149Y108$220.8K1,0450.2%
Taylor Morrison Home Corp COM(TMHC)Stock87724P106$222.5K3,8210.2%
Chubb LTD Switz COM(CB)StockH1467J104$223.3K6850.2%
Vanguard Small Cap Value ETF(VBR)ETF922908611$223.6K1,0290.2%
Intuit COM(INTU)Stock461202103$224.0K5180.2%
Vici Pptys Inc COM(VICI)REIT925652109$224.2K8,2050.2%
Newmont Corp COM(NEM)Stock651639106$226.5K2,0920.2%
Analog Devices Inc COM(ADI)Stock032654105$229.4K7210.2%
JPMorgan Betabuilders Europe ETF(BBEU)ETF46641Q191$233.0K3,2180.2%
Tower Semiconductor LTD SHS New(TSEM)StockM87915274$235.0K1,3390.2%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$235.4K4790.2%
Comcast Corp New CL A(CMCSA)Stock20030N101$237.3K8,2670.2%
State Street Energy Select Sector Spdr ETF(XLE)ETF81369Y506$238.7K3,8960.2%
SAP SE Spon ADR(SAP)ADR803054204$239.4K1,3980.2%
Mitsubishi UFJ Financial Group Sponsored ADS(MUFG)ADR606822104$239.6K14,1180.2%
Spdr Gold Shares(GLD)ETF78463V107$239.7K5570.2%
Bank New York Mellon Corp COM(BK)Stock064058100$240.1K2,0240.2%
ENI SPA Sponsored ADR(E)ADR26874R108$242.0K4,2750.2%
Totalenergies SE ACT(TTE)StockF92124100$245.9K2,7030.2%
RTX Corporation COM(RTX)Stock75513E101$247.9K1,2850.2%
TJX COS Inc New COM(TJX)Stock872540109$249.6K1,5630.2%
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