Seven Mile Advisory

13F filer · CIK 0001987932

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$149MU.S. long equity reported on 13F

Positions12714 new · 36 closed

Net flow last quarter-$14.2MBuys minus sells

Top 10 positions weight37.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026127 positions
NVDANvidia Corp	$17.8M	11.96%	0.00%	-5.2%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$8.15M	5.47%	Not reported	-0.5%	Q2 2023
AAPLApple Inc.	$6.72M	4.51%	0.00%	-10.6%	Q2 2023
AMZNAmazon Com Inc	$4.61M	3.10%	0.00%	-10.8%	Q2 2023
GOOGLAlphabet Inc.	$4M	2.69%	0.00%	-15.4%	Q2 2023
MSFTMicrosoft Corp	$3.94M	2.65%	0.00%	-11.9%	Q2 2023
GOOGAlphabet Inc.	$3.74M	2.51%	Not reported	-6.1%	Q2 2023
MUMicron Technology Inc	$2.53M	1.70%	0.00%	-11.1%	Q3 2023
AVGOBroadcom Inc.	$2.26M	1.52%	0.00%	+1.4%	Q2 2023
AMATApplied Materials Inc	$2.26M	1.52%	0.00%	-8.7%	Q2 2023
METAMeta Platforms, Inc.	$2.22M	1.49%	Not reported	-12.4%	Q2 2023
JPMJPMorgan Chase & Co	$1.77M	1.19%	0.00%	-9.3%	Q2 2023
TSLATesla, Inc.	$1.6M	1.07%	0.00%	-13.6%	Q2 2023
INTCIntel Corp	$1.32M	0.89%	0.00%	-4.7%	Q2 2023
WMTWalmart Inc.	$1.31M	0.88%	0.00%	-12.0%	Q2 2023
LLYELI LILLY & Co	$1.3M	0.87%	0.00%	-14.2%	Q2 2023
ASMLAsml Holding NV	$1.23M	0.83%	0.00%	-0.5%	Q2 2023
LRCXLam Research Corp	$1.2M	0.80%	0.00%	-3.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.16M	0.78%	0.00%	-17.2%	Q2 2023
WULFTerawulf Inc.	$971K	0.65%	0.01%	-29.8%	Q1 2025
VVisa Inc.	$957K	0.64%	0.00%	-10.1%	Q2 2023
MAMastercard Inc	$799K	0.54%	0.00%	-13.8%	Q2 2023
BRK.BBerkshire Hathaway Inc	$785K	0.53%	Not reported	-19.4%	Q2 2023
CLSCelestica Inc	$750K	0.50%	0.00%	-1.4%	Q4 2024
BRK.ABerkshire Hathaway Inc	$749K	0.50%	Not reported	Not reported	Q2 2023
JNJJohnson & Johnson	$748K	0.50%	0.00%	-23.5%	Q2 2023
CSCOCisco Systems, Inc.	$702K	0.47%	0.00%	-12.5%	Q2 2023
MDYSPDR S&P Midcap 400 ETF Trust	$699K	0.47%	Not reported	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$638K	0.43%	0.00%	-5.3%	Q2 2023
WSMWilliams Sonoma Inc	$638K	0.43%	0.00%	-3.7%	Q3 2023
NVSNovartis AG	$626K	0.42%	0.00%	-0.7%	Q2 2023
GLTRabrdn Precious Metals Basket ETF Trust	$598K	0.40%	0.02%	Not reported	Q2 2023
MRKMerck & Co., Inc.	$591K	0.40%	0.00%	-11.0%	Q2 2023
EQIXEquinix Inc	$572K	0.38%	0.00%	-4.0%	Q4 2024
CCitigroup Inc	$572K	0.38%	0.00%	-4.7%	Q2 2023
VZVerizon Communications Inc	$561K	0.38%	0.00%	+26.5%	Q2 2023
AXPAmerican Express Co	$560K	0.38%	0.00%	-31.4%	Q2 2023
WFCWells Fargo & Company	$546K	0.37%	0.00%	-1.9%	Q2 2023
SHOPShopify Inc.	$529K	0.35%	0.00%	+3.9%	Q2 2023
MCDMcdonalds Corp	$511K	0.34%	0.00%	-11.2%	Q2 2023
WDCWestern Digital Corp	$501K	0.34%	0.00%	-33.5%	Q4 2025
SNDKSandisk Corp	$500K	0.34%	0.00%	New	Q2 2026
MOAltria Group, Inc.	$497K	0.33%	0.00%	-1.4%	Q2 2024
KLACKla Corp	$496K	0.33%	0.00%	-9.7%	Q3 2025
HSBCHSBC Holdings PLC	$494K	0.33%	0.00%	-1.1%	Q2 2024
ABBVAbbVie Inc.	$488K	0.33%	0.00%	-15.9%	Q2 2023
SANBanco Santander, S.A.	$487K	0.33%	0.00%	+0.5%	Q2 2023
PANWPalo Alto Networks Inc	$480K	0.32%	0.00%	-13.9%	Q4 2023
NRGVEnergy Vault Holdings, Inc.	$476K	0.32%	0.06%	New	Q2 2026
CPACopa Holdings, S.A.	$453K	0.30%	0.01%	-1.0%	Q1 2025

Q1 2026Reported Apr 14, 2026149 positions
NVDANvidia Corp	$16.4M	11.82%	0.00%	-5.9%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$7.11M	5.13%	Not reported	-5.2%	Q2 2023
AAPLApple Inc.	$6.6M	4.76%	0.00%	-41.4%	Q2 2023
AMZNAmazon Com Inc	$4.52M	3.26%	0.00%	-32.6%	Q2 2023
MSFTMicrosoft Corp	$4.44M	3.20%	0.00%	-46.7%	Q2 2023
GOOGLAlphabet Inc.	$3.8M	2.75%	0.00%	-29.6%	Q2 2023
GOOGAlphabet Inc.	$3.23M	2.33%	Not reported	-38.3%	Q2 2023
METAMeta Platforms, Inc.	$2.58M	1.86%	Not reported	-30.1%	Q2 2023
AVGOBroadcom Inc.	$1.83M	1.32%	0.00%	-30.0%	Q2 2023
JPMJPMorgan Chase & Co	$1.76M	1.27%	0.00%	-37.1%	Q2 2023
WMTWalmart Inc.	$1.64M	1.18%	0.00%	+5.6%	Q2 2023
TSLATesla, Inc.	$1.63M	1.18%	0.00%	-5.7%	Q2 2023
AMATApplied Materials Inc	$1.17M	0.84%	0.00%	-7.4%	Q2 2023
LLYELI LILLY & Co	$1.16M	0.84%	0.00%	-30.0%	Q2 2023
JNJJohnson & Johnson	$941K	0.68%	0.00%	-40.9%	Q2 2023
VVisa Inc.	$937K	0.68%	0.00%	-36.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$932K	0.67%	Not reported	-41.5%	Q2 2023
MAMastercard Inc	$901K	0.65%	0.00%	-27.0%	Q2 2023
MUMicron Technology Inc	$833K	0.60%	0.00%	-14.6%	Q3 2023
ASMLAsml Holding NV	$823K	0.59%	0.00%	-6.0%	Q2 2023
WULFTerawulf Inc.	$808K	0.58%	0.01%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$807K	0.58%	0.00%	-40.2%	Q2 2023
AXPAmerican Express Co	$730K	0.53%	0.00%	-32.2%	Q2 2023
GLTRabrdn Precious Metals Basket ETF Trust	$722K	0.52%	0.02%	Not reported	Q2 2023
BRK.ABerkshire Hathaway Inc	$718K	0.52%	Not reported	Not reported	Q2 2023
NFLXNetflix Inc	$703K	0.51%	0.00%	-20.8%	Q2 2023
MCDMcdonalds Corp	$661K	0.48%	0.00%	+21.3%	Q2 2023
MRKMerck & Co., Inc.	$617K	0.45%	0.00%	-31.7%	Q2 2023
NVSNovartis AG	$615K	0.44%	0.00%	+1.5%	Q2 2023
LRCXLam Research Corp	$613K	0.44%	0.00%	-33.6%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$612K	0.44%	Not reported	Not reported	Q3 2024
CLSCelestica Inc	$587K	0.42%	0.00%	-5.7%	Q4 2024
BSVNBank7 Corp.	$572K	0.41%	0.08%	-59.5%	Q3 2025
COSTCostco Wholesale Corp	$566K	0.41%	0.00%	-9.0%	Q2 2023
GSGoldman Sachs Group Inc	$563K	0.41%	0.00%	+18.5%	Q2 2023
EQIXEquinix Inc	$561K	0.40%	0.00%	Not reported	Q4 2024
WFCWells Fargo & Company	$536K	0.39%	0.00%	-27.5%	Q2 2023
CSCOCisco Systems, Inc.	$530K	0.38%	0.00%	-29.8%	Q2 2023
SHOPShopify Inc.	$529K	0.38%	0.00%	+129.5%	Q2 2023
VZVerizon Communications Inc	$526K	0.38%	0.00%	-25.7%	Q2 2023
AMGNAmgen Inc	$520K	0.38%	0.00%	-28.9%	Q3 2023
WSMWilliams Sonoma Inc	$518K	0.37%	0.00%	+122.4%	Q3 2023
ABBVAbbVie Inc.	$502K	0.36%	0.00%	-33.4%	Q2 2023
AMDAdvanced Micro Devices Inc	$492K	0.36%	0.00%	-1.5%	Q2 2023
CCitigroup Inc	$486K	0.35%	0.00%	-17.9%	Q2 2023
MOAltria Group, Inc.	$455K	0.33%	0.00%	-6.6%	Q2 2024
CVXChevron Corp	$444K	0.32%	0.00%	-28.2%	Q2 2023
HDHome Depot, Inc.	$443K	0.32%	0.00%	-41.3%	Q2 2023
INTCIntel Corp	$437K	0.32%	0.00%	-16.9%	Q2 2023
HSBCHSBC Holdings PLC	$433K	0.31%	0.00%	+16.5%	Q2 2024

Q4 2025Reported Feb 13, 2026202 positions
NVDANvidia Corp	$18.6M	3.20%	0.00%	-19.2%	Q2 2023
AAPLApple Inc.	$12.1M	2.07%	0.00%	-24.6%	Q2 2023
MSFTMicrosoft Corp	$10.9M	1.87%	0.00%	-8.6%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$7.86M	1.35%	Not reported	-63.9%	Q2 2023
AMZNAmazon Com Inc	$7.43M	1.28%	0.00%	-13.4%	Q2 2023
GOOGLAlphabet Inc.	$5.88M	1.01%	0.00%	-14.2%	Q2 2023
GOOGAlphabet Inc.	$5.73M	0.98%	Not reported	-12.1%	Q2 2023
BRWSaba Capital Income & Opportunities Fund	$5.72M	0.98%	Not reported	+33.9%	Q3 2025
METAMeta Platforms, Inc.	$4.26M	0.73%	Not reported	-11.5%	Q2 2023
NUVNuveen Municipal Value Fund Inc	$4.22M	0.73%	Not reported	-24.7%	Q3 2025
SDHYPGIM Short Duration High Yield Opportunities Fund	$3.78M	0.65%	Not reported	+9.7%	Q3 2025
JPMJPMorgan Chase & Co	$3.06M	0.53%	0.00%	-16.5%	Q2 2023
AVGOBroadcom Inc.	$2.92M	0.50%	0.00%	-18.8%	Q2 2023
TSLATesla, Inc.	$2.1M	0.36%	0.00%	-14.2%	Q2 2023
SABASaba Capital Income & Opportunities Fund II	$2.01M	0.35%	Not reported	+0.2%	Q3 2025
LLYELI LILLY & Co	$1.94M	0.33%	0.00%	-0.7%	Q2 2023
VVisa Inc.	$1.71M	0.29%	0.00%	-27.2%	Q2 2023
BRK.BBerkshire Hathaway Inc	$1.67M	0.29%	Not reported	-17.2%	Q2 2023
SPESpecial Opportunities Fund, Inc.	$1.59M	0.27%	Not reported	+2.2%	Q3 2025
DTFDTF Tax-Free Income 2028 Term Fund Inc	$1.44M	0.25%	Not reported	Not reported	Q3 2025
BSVNBank7 Corp.	$1.42M	0.24%	0.19%	-0.2%	Q3 2025
MAMastercard Inc	$1.41M	0.24%	0.00%	-31.3%	Q2 2023
PMBSPuramed Bioscience Inc.	$1.4M	0.24%	0.01%	New	Q4 2025
WMTWalmart Inc.	$1.39M	0.24%	0.00%	-29.8%	Q2 2023
JNJJohnson & Johnson	$1.35M	0.23%	0.00%	-13.8%	Q2 2023
AXPAmerican Express Co	$1.32M	0.23%	0.00%	+16.1%	Q2 2023
BACBank of America Corp	$1.2M	0.21%	0.00%	+11.6%	Q2 2023
ORCLOracle Corp	$1.09M	0.19%	0.00%	-29.3%	Q2 2023
VLUEiSHARES TRUST	$1.05M	0.18%	Not reported	+0.6%	Q3 2025
PEPPepsico Inc	$1.01M	0.17%	0.00%	+74.8%	Q2 2023
IBMInternational Business Machines Corp	$991K	0.17%	0.00%	+7.5%	Q2 2023
BTTBlackRock Municipal 2030 Target Term Trust	$988K	0.17%	Not reported	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$957K	0.16%	0.00%	-16.4%	Q2 2023
AMATApplied Materials Inc	$948K	0.16%	0.00%	-7.6%	Q2 2023
SPGIS&P Global Inc.	$912K	0.16%	0.00%	+168.3%	Q3 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$881K	0.15%	Not reported	+51.2%	Q3 2023
NFLXNetflix Inc	$866K	0.15%	0.00%	-28.6%	Q2 2023
WFCWells Fargo & Company	$865K	0.15%	0.00%	-7.0%	Q2 2023
MUMicron Technology Inc	$824K	0.14%	0.00%	-5.0%	Q3 2023
ABBVAbbVie Inc.	$792K	0.14%	0.00%	-38.6%	Q2 2023
MRKMerck & Co., Inc.	$791K	0.14%	0.00%	+12.2%	Q2 2023
HDHome Depot, Inc.	$789K	0.14%	0.00%	-13.7%	Q2 2023
BRK.ABerkshire Hathaway Inc	$755K	0.13%	Not reported	Not reported	Q2 2023
CSCOCisco Systems, Inc.	$749K	0.13%	0.00%	-8.1%	Q2 2023
LRCXLam Research Corp	$740K	0.13%	0.00%	-16.0%	Q4 2023
APPAppLovin Corp	$723K	0.12%	0.00%	-6.9%	Q3 2025
UNHUnitedhealth Group Inc	$714K	0.12%	0.00%	+154.9%	Q2 2023
ASMLAsml Holding NV	$709K	0.12%	0.00%	-18.5%	Q2 2023
AMGNAmgen Inc	$680K	0.12%	0.00%	+35.0%	Q3 2023
GLTRabrdn Precious Metals Basket ETF Trust	$678K	0.12%	0.03%	Not reported	Q2 2023

Q3 2025Reported Nov 13, 2025231 positions
NVDANvidia Corp	$23M	3.72%	0.00%	+24.4%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$21.3M	3.44%	Not reported	-1.5%	Q2 2023
AAPLApple Inc.	$15M	2.42%	0.00%	+41.5%	Q2 2023
MSFTMicrosoft Corp	$12.7M	2.06%	0.00%	+48.2%	Q2 2023
AMZNAmazon Com Inc	$8.17M	1.32%	0.00%	+21.7%	Q2 2023
NUVNuveen Municipal Value Fund Inc	$5.56M	0.90%	Not reported	New	Q3 2025
METAMeta Platforms, Inc.	$5.35M	0.86%	Not reported	+37.4%	Q2 2023
GOOGLAlphabet Inc.	$5.32M	0.86%	0.00%	+43.4%	Q2 2023
GOOGAlphabet Inc.	$5.05M	0.82%	Not reported	+34.9%	Q2 2023
BRWSaba Capital Income & Opportunities Fund	$4.74M	0.76%	Not reported	New	Q3 2025
JPMJPMorgan Chase & Co	$3.59M	0.58%	0.00%	+36.0%	Q2 2023
SDHYPGIM Short Duration High Yield Opportunities Fund	$3.5M	0.57%	Not reported	New	Q3 2025
AVGOBroadcom Inc.	$3.43M	0.55%	0.00%	+24.9%	Q2 2023
TSLATesla, Inc.	$2.42M	0.39%	0.00%	+22.5%	Q2 2023
VVisa Inc.	$2.29M	0.37%	0.00%	+40.0%	Q2 2023
ORCLOracle Corp	$2.24M	0.36%	0.00%	+32.6%	Q2 2023
SABASaba Capital Income & Opportunities Fund II	$2.22M	0.36%	Not reported	New	Q3 2025
MAMastercard Inc	$2.04M	0.33%	0.00%	+36.9%	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.02M	0.33%	Not reported	+60.1%	Q2 2023
WMTWalmart Inc.	$1.83M	0.30%	0.00%	+31.7%	Q2 2023
SPESpecial Opportunities Fund, Inc.	$1.64M	0.27%	Not reported	New	Q3 2025
NFLXNetflix Inc	$1.55M	0.25%	0.00%	+21.8%	Q2 2023
DTFDTF Tax-Free Income 2028 Term Fund Inc	$1.45M	0.23%	Not reported	New	Q3 2025
BSVNBank7 Corp.	$1.42M	0.23%	0.19%	New	Q3 2025
JNJJohnson & Johnson	$1.4M	0.23%	0.00%	+58.2%	Q2 2023
LLYELI LILLY & Co	$1.39M	0.22%	0.00%	+29.7%	Q2 2023
COSTCostco Wholesale Corp	$1.38M	0.22%	0.00%	+20.2%	Q2 2023
ABBVAbbVie Inc.	$1.31M	0.21%	0.00%	+72.0%	Q2 2023
SPOTSpotify Technology S.A.	$1.15M	0.19%	0.00%	+10.6%	Q2 2023
HDHome Depot, Inc.	$1.08M	0.17%	0.00%	+57.9%	Q2 2023
XOMExxonMobil Holdings Corp	$1.07M	0.17%	0.00%	+89.7%	Q2 2023
AXPAmerican Express Co	$1.02M	0.16%	0.00%	+34.0%	Q2 2023
BACBank of America Corp	$1.01M	0.16%	0.00%	+40.5%	Q2 2023
BTTBlackRock Municipal 2030 Target Term Trust	$973K	0.16%	Not reported	New	Q3 2025
VLUEiSHARES TRUST	$952K	0.15%	Not reported	New	Q3 2025
IBMInternational Business Machines Corp	$877K	0.14%	0.00%	+74.2%	Q2 2023
WFCWells Fargo & Company	$837K	0.14%	0.00%	+37.4%	Q2 2023
APPAppLovin Corp	$828K	0.13%	0.00%	New	Q3 2025
AMATApplied Materials Inc	$818K	0.13%	0.00%	+14.9%	Q2 2023
GSGoldman Sachs Group Inc	$803K	0.13%	0.00%	+37.1%	Q2 2023
PGPROCTER & GAMBLE Co	$796K	0.13%	0.00%	+38.8%	Q2 2023
ASMLAsml Holding NV	$787K	0.13%	0.00%	+0.3%	Q2 2023
MCDMcdonalds Corp	$787K	0.13%	0.00%	+8.9%	Q2 2023
BRK.ABerkshire Hathaway Inc	$754K	0.12%	Not reported	Not reported	Q2 2023
SHOPShopify Inc.	$752K	0.12%	0.00%	+1.8%	Q2 2023
ABTAbbott Laboratories	$748K	0.12%	0.00%	+40.8%	Q2 2023
INTUIntuit Inc.	$742K	0.12%	0.00%	+16.4%	Q2 2023
CSCOCisco Systems, Inc.	$724K	0.12%	0.00%	+54.2%	Q2 2023
PLTRPalantir Technologies Inc.	$706K	0.11%	0.00%	+32.4%	Q1 2025
LRCXLam Research Corp	$689K	0.11%	0.00%	+46.3%	Q4 2023

Premium opens every quarter this fund has filed