SEVEN MILE ADVISORY
SEC Form 13F institutional filer · CIK 0001987932
13F-HR · 106 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
55.7%
SEVEN MILE ADVISORY — $101M AUM allocation strategy
SEVEN MILE ADVISORY files SEC Form 13F and reports $101M of long US equity value across 106 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.1%, followed by Communication Services 9.5% and Consumer Discretionary 6.1%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SEVEN MILE ADVISORY — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$101M
total across 106 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WSM +1.56K sh · +$290K+$VOO +752 sh · +$195K+$WMT +701 sh · +$248K
Biggest trims (shares)
−$IVV −664K sh · −$30.2M−$IVZ −167K sh · −$7.83M−$IWM −20.8K sh · −$4.24M
Exited to nil (held last quarter, gone now)
$VTI ($23.1M last qtr)$BLK ($4.38M last qtr)$NUE ($4.22M last qtr)$UNH ($714K last qtr)$BX ($473K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors18.0%—
- Interactive Media & Services9.5%—
- Technology Hardware, Storage & Peripherals6.5%—
- Broadline Retail4.5%—
- Systems Software4.4%—
- Diversified Banks2.1%—
- Pharmaceuticals2.1%—
- Transaction & Payment Processing Services1.8%—
- Other holdings51.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 93.9K | $16.4M | -5.86K | 16.2% |
| $AAPL | Apple Inc | 26K | $6.6M | -18.4K | 6.5% |
| $AMZN | Amazon.com Inc | 21.7K | $4.52M | -10.5K | 4.5% |
| $MSFT | Microsoft Corporation | 12K | $4.44M | -10.5K | 4.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.2K | $3.8M | -5.55K | 3.8% |
| $GOOGL | Alphabet Inc | 11.3K | $3.23M | -6.98K | 3.2% |
| $META | Meta Platforms Inc | 4.51K | $2.58M | -1.94K | 2.5% |
| $JPM | JP Morgan Chase & Co | 9.77K | $2.11M | +278 | 2.1% |
…and 98 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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