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Michael Orecchio

Northbridge Financial Group, Llc

Assets Managed
$260.825M
Holdings
184
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.24%(2Q avg: 8.29%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Northbridge Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

Assets under management

The assets under management (AUM) of Northbridge Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 260.825M in assets, with a quarterly growth rate of 12.24% and a 2-quarter average growth rate of 8.29%. The portfolio is managed by Michael Orecchio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 4.47%
11%
$28.691M
143,388 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.48%
7.62%
$19.874M
68,683 shares@ $289.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.53%
4.63%
$12.067M
16,387 shares@ $736.39 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.1%
3.16%
$8.218M
22,997 shares@ $357.38 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -6%
2.99%
$7.781M
154,101 shares@ $50.5 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 5.15%
2.63%
$6.852M
18,140 shares@ $377.76 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.44%
2.59%
$6.738M
28,272 shares@ $238.35 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.77%
2.43%
$6.32M
16,943 shares@ $373.02 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 15.67%
2.38%
$6.186M
10,981 shares@ $563.31 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 8.7%
2.32%
$6.031M
96,968 shares@ $62.21 avg price

1-10 of 184