NorthLanding Financial Partners, LLC
CIK
1655982
Location
ROCHESTER, NY
Portfolio Value
Micro
$1,285,953
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,102
/ 8,232
▲ 188
Top Industry
Insurance - Diversified
25.8%
3Y Alpha vs SPY
-5.4%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
15 quarters · since Sep 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.8%
SPY
+76.3%
Annualised alpha
-5.4%
Max drawdown
−15.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.8%
+1.7 pts
Top 5
90.1%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
1,891
Moderately concentrated+66
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 58.6% | $1,285,953 |
| Financial Services | 25.8% | $566,893 |
| Communication Services | 15.6% | $342,771 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$1,285,953 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 2,081 | $528,136 | 41.07% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 761 | $281,699 | 21.91% | |
| PAYX |
Paychex Inc
Technology
|
Added | 2,819 | $259,686 | 20.19% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 1,350 | $216,432 | 16.83% |