Newbridge Financial Services Group, Inc. Portfolio Holdings

Newbridge Financial Services Group, Inc.

  • $633 Million
  • Q4 2025

Newbridge Financial Services Group, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $633 Million distributed in 1216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $50.4M, Service Now, Inc. with a value of $37.3M, Apple Inc. with a value of $25.1M, Amazon Com Inc with a value of $22.9M, and Technology Sector Spdr with a value of $21.9M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $617M to 633M. Also it can be appreciated an additional of 223 stocks purchases and 4 closed positions.

Below you can find more details about Newbridge Financial Services Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $633 Million
Technology: $251 Million
ETFs: $174 Million
Communication Services: $51.7 Million
Consumer Cyclical: $44 Million
Financial Services: $27.7 Million
Industrials: $21.1 Million
Healthcare: $19.6 Million
Consumer Defensive: $17.3 Million
Other: $26.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$50.4 Million 7.97% of portfolio
270,276
Q4 2025 Added 1.88%
$169B
$37.3 Million 5.89% of portfolio
44,655
Q4 2025 Added 659.96%
$4.3T
$25.1 Million 3.97% of portfolio
94,008
Q4 2025 Added 12.43%
$2.39T
$22.9 Million 3.62% of portfolio
97,716
Q4 2025 Added 15.04%
$0
$21.9 Million 3.46% of portfolio
76,097
Q4 2025 Added 121.3%
$3.78T
$18.4 Million 2.91% of portfolio
36,339
Q4 2025 Added 4.31%
$1.74T
$17.3 Million 2.74% of portfolio
60,739
Q4 2025 Added 7.5%
$139B
$17.1 Million 2.7% of portfolio
49,939
Q4 2025 Added 7.04%
$0
$16.6 Million 2.63% of portfolio
48,217
Q4 2025 Added 6.72%
$0
$16 Million 2.52% of portfolio
26,423
Q4 2025 Added 12.29%
$115B
$15.8 Million 2.49% of portfolio
29,346
Q4 2025 Added 6.37%
$1.37T
$14.4 Million 2.28% of portfolio
23,653
Q4 2025 Reduced 0.9%
$342B
$14.3 Million 2.26% of portfolio
82,186
Q4 2025 Reduced 14.08%
$0
$11.7 Million 1.85% of portfolio
17,328
Q4 2025 Added 13.48%
$1.29T
$10.7 Million 1.68% of portfolio
26,063
Q4 2025 Added 8.27%
$0
$10.5 Million 1.66% of portfolio
99,153
Q4 2025 Added 10.82%
$0
$9.48 Million 1.5% of portfolio
19,616
Q4 2025 Added 10.75%
$593B
$9.32 Million 1.47% of portfolio
42,377
Q4 2025 Added 17.73%
$0
$8.16 Million 1.29% of portfolio
29,181
Q4 2025 Added 11.77%
$82.2B
$7.97 Million 1.26% of portfolio
31,022
Q4 2025 Added 26.62%
$0
$7.87 Million 1.24% of portfolio
26,984
Q4 2025 Added 2.95%
$0
$7.04 Million 1.11% of portfolio
56,395
Q4 2025 Reduced 0.71%
$0
$6.93 Million 1.09% of portfolio
119,884
Q4 2025 Reduced 0.63%
$971B
$6.21 Million 0.98% of portfolio
6,077
Q4 2025 Reduced 41.31%
$0
$5.36 Million 0.85% of portfolio
134,200
Q4 2025 Reduced 8.95%
$0
$5.36 Million 0.85% of portfolio
307,442
Q4 2025 Reduced 6.06%
$237B
$5.4 Million 0.85% of portfolio
22,792
Q4 2025 Added 15.23%
$59.6B
$5.13 Million 0.81% of portfolio
24,364
Q4 2025 Added 23.29%
$279B
$5.06 Million 0.8% of portfolio
49,180
Q4 2025 Added 0.81%
$662B
$4.75 Million 0.75% of portfolio
9,340
Q4 2025 Added 45.21%
$181B
$4.75 Million 0.75% of portfolio
51,875
Q4 2025 Added 40.41%
$73.7B
$4.68 Million 0.74% of portfolio
54,186
Q4 2025 Added 4.1%
$1.65T
$4.46 Million 0.7% of portfolio
16,137
Q4 2025 Added 20.06%
$328B
$4.29 Million 0.68% of portfolio
14,303
Q4 2025 Added 10.4%
$0
$4.02 Million 0.63% of portfolio
79,415
Q4 2025 Added 22.28%
$266B
$3.9 Million 0.62% of portfolio
13,122
Q4 2025 Added 30.01%
$319B
$3.78 Million 0.6% of portfolio
48,592
Q4 2025 Added 18.62%
$0
$3.75 Million 0.59% of portfolio
66,019
Q4 2025 Reduced 1.58%
$388B
$3.58 Million 0.57% of portfolio
14,881
Q4 2025 Reduced 52.05%
$404B
$3.5 Million 0.55% of portfolio
3,831
Q4 2025 Reduced 2.39%
$0
$3.33 Million 0.53% of portfolio
164,770
Q4 2025 Added 42.56%
$0
$3.32 Million 0.52% of portfolio
4,980
Q4 2025 Added 21.73%
$0
$3.22 Million 0.51% of portfolio
6,832
Q4 2025 Reduced 3.57%
$367B
$2.78 Million 0.44% of portfolio
7,755
Q4 2025 Reduced 3.12%
$306B
$2.66 Million 0.42% of portfolio
37,667
Q4 2025 Added 3.94%
$881B
$2.67 Million 0.42% of portfolio
8,883
Q4 2025 Added 51.69%
$143B
$2.57 Million 0.41% of portfolio
74,103
Q4 2025 Reduced 3.95%
$490B
$2.62 Million 0.41% of portfolio
22,224
Q4 2025 Added 24.54%
$300B
$2.59 Million 0.41% of portfolio
8,085
Q4 2025 Added 4.16%

Summary

  • Portfolio
  • No. of Stocks 1,216
  • Current Value $633 Million
  • Prior Value $617 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 223 stocks
  • Additional Purchases 349 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 241 stocks
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