IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Seven Mile Advisory

Q1 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Caterpillar Inc COM(CAT)Stock149123101$345.0K4870.2%
Oracle Corp COM(ORCL)Stock68389X105$346.2K2,3530.2%
Anglogold Ashanti PLC COM SHS(AU)StockG0378L100$348.2K3,5760.3%
Shell PLC Spon ADS(SHEL)ADR780259305$350.7K3,7710.3%
Procter & Gamble Co COM(PG)Stock742718109$352.1K2,4380.3%
JPMorgan Betabuilders Canada ETF(BBCA)ETF46641Q225$357.3K3,7990.3%
State Street Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$378.4K8170.3%
Banco Santander SA ADR(SAN)ADR05964H105$396.2K35,1200.3%
Philip Morris Intl Inc COM(PM)Stock718172109$398.3K2,4090.3%
Vanguard Total World Stock ETF(VT)ETF922042742$404.8K2,9260.3%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$407.1K14,0000.3%
Nextera Energy Inc COM(NEE)Stock65339F101$413.5K4,4520.3%
Astrazeneca PLC ORD(AZN)ADRG0593M107$416.3K2,1110.3%
Gilead Sciences Inc COM(GILD)Stock375558103$425.4K3,0520.3%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$430.8K2,9450.3%
HSBC Hldgs PLC Spon ADR New(HBC2)ADR404280406$433.2K5,2510.3%
Intel Corp COM(INTC)Stock458140100$437.0K9,9030.3%
Home Depot Inc COM(HD)Stock437076102$442.7K1,3460.3%
Chevron Corporation COM(CVX)Stock166764100$444.4K2,1480.3%
Altria Group Inc COM(MO)Stock02209S103$455.3K6,8990.3%
Vanguard Intermediate-Term Treasury ETF(VGIT)ETF92206C706$460.4K7,7310.3%
Vanguard Small-Cap ETF(VB)ETF922908751$463.1K1,7680.3%
JPMorgan Betabuilders Japan ETF(BBJP)ETF46641Q217$469.6K6,8150.3%
Citigroup Inc COM New(C)Stock172967424$485.8K4,2840.4%
Advanced Micro Devices Inc COM(AMD)Stock007903107$492.3K2,4200.4%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$496.7K9,1890.4%
Abbvie Inc COM(ABBV)Stock00287Y109$502.0K2,3080.4%
Williams Sonoma Inc COM(WSM)Stock969904101$518.2K2,8420.4%
Amgen Inc COM(AMGN)Stock031162100$519.7K1,4770.4%
Flexshares Morningstar Global Upstream Natural Resources Index Fund(GUNR)ETF33939L407$520.6K9,4380.4%
Verizon Communications Inc COM(VZ)Stock92343V104$525.6K10,4700.4%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$528.7K4,4570.4%
Cisco SYS Inc COM(CSCO)Stock17275R102$529.9K6,8290.4%
Wells Fargo & Co COM(WFC)Stock949746101$535.9K6,7320.4%
Dimensional Emerging Markets Core Equity 2 ETF(DFEM)ETF25434V732$555.1K16,0670.4%
Equinix Inc COM(EQIX)REIT29444U700$560.7K5720.4%
Goldman Sachs Group Inc COM(GS)Stock38141G104$563.4K6660.4%
Costco Wholesale Corporation COM(COST)Stock22160K105$566.0K5680.4%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$571.9K7,2940.4%
Celestica Inc COM(CLS)Stock15101Q207$587.3K2,0850.4%
State Street Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$611.8K9920.4%
LAM Research Corp COM New(LRCX)Stock512807306$613.0K2,8690.4%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$614.5K4,0230.4%
Merck & Co Inc COM(MRK)Stock58933Y105$617.4K5,1330.4%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$630.1K9,3310.5%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$636.1K6,3190.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$638.8K9780.5%
Mcdonalds Corp COM(MCD)Stock580135101$661.4K2,1280.5%
Netflix Inc. COM(NFLX)Stock64110L106$702.6K7,3070.5%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$718.1K10.5%
PreviousPage 3 of 4Next