Sandbox Financial Partners, LLC

CIK

1844892

Location

BETHESDA, MD

Portfolio Value

Small $180,211,861

Diversification

Diversified

Filing Date

Global Rank

#4,636 / 8,698 ▼ 102 · as of Mar 2026

Top Industry

Consumer Electronics 25.2%

3Y Alpha vs SPY

+21.9%

Period ended 5 months ago

Filed Apr 8, 2026 · 4mo

22 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+188.7%

SPY

+76.6%

Annualised alpha

+21.5%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.1%

−0.3 pts

Top 5

50.6%

−2.8 pts

Top 10

73.8%

−0.9 pts

HHI

763

Diversified−25

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.1%	$75,836,836	12
Unclassified	24.4%	$43,956,508	8
Consumer Cyclical	9.4%	$16,862,391	5
Communication Services	7.5%	$13,481,159	4
Energy	5.0%	$8,955,110	4
Financial Services	4.5%	$8,026,574	8
Industrials	2.5%	$4,494,349	6
Healthcare	2.4%	$4,349,455	7
Utilities	1.4%	$2,442,200	4
Consumer Defensive	0.8%	$1,511,181	3
Real Estate	0.1%	$235,298	1
Basic Materials	0.0%	$60,800	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+2,584	28,900	$8,301,389
SPY	Spdr S&P 500 ETF Trust	+2,215	27,763	$18,055,389
GLD	Spdr Gold Trust	+1,344	12,202	$5,250,398
NIO	NIO Inc.	+1,000	11,097	$66,914
QQQ	Invesco Qqq Trust, Series 1	+897	16,215	$9,358,973
AMZN	Amazon Com Inc	+580	70,406	$14,663,457
NEE	Nextera Energy Inc	+286	15,276	$1,418,834
TSLA	Tesla, Inc.	+204	3,210	$1,193,317
GEV	GE Vernova Inc.	+87	1,860	$1,623,594
CSCO	Cisco Systems, Inc.	+83	6,649	$515,895
JNJ	Johnson & Johnson	+78	2,133	$521,390
CRWD	CrowdStrike Holdings, Inc.	+63	1,085	$423,594
MPB	Mid Penn Bancorp Inc	+61	7,645	$245,863
CVX	Chevron Corp	+48	5,459	$1,129,467
RTX	RTX Corp	+35	1,469	$283,370
ABBV	AbbVie Inc.	+25	3,156	$686,398
LLY	ELI LILLY & Co	+24	2,681	$2,465,903
XOM	ExxonMobil Holdings Corp	+15	26,840	$4,553,674
META	Meta Platforms, Inc.	+6	6,693	$3,829,266
WMT	Walmart Inc.	+5	3,330	$413,852
GE	General Electric Co	+3	4,228	$1,199,779
VXF	Vanguard Extended Market ETF	+1	2,277	$468,606
AEP	American Electric Power Co Inc	+1	3,091	$405,168
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−4,995	135,362	$34,353,521
NFLX	Netflix Inc	−2,648	7,601	$730,836
BX	Blackstone Inc.	−2,529	9,033	$1,038,704
VZ	Verizon Communications Inc	−2,220	12,344	$619,668
VIG	Vanguard Dividend Appreciation ETF	−1,506	45,369	$9,757,057
FBTC	Fidelity Wise Origin Bitcoin Fund	−1,342	5,710	$337,061
MSFT	Microsoft Corp	−1,309	38,595	$14,286,711
IBIT	iShares Bitcoin Trust ETF	−976	12,845	$493,504
PLTR	Palantir Technologies Inc.	−783	4,128	$603,843
TPL	Texas Pacific Land Corp	−482	6,187	$2,936,102
DUK	Duke Energy CORP	−421	3,074	$402,509
IBM	International Business Machines Corp	−335	8,634	$2,092,795
EPD	Enterprise Products Partners L.P.	−300	8,876	$335,867
JPM	Jpmorgan Chase & Co	−289	5,750	$1,691,420
NVDA	Nvidia Corp	−148	52,469	$9,150,593
PG	PROCTER & GAMBLE Co	−148	1,961	$283,246
LMT	Lockheed Martin Corp	−110	398	$240,547
AVGO	Broadcom Inc.	−107	11,426	$3,536,461
V	Visa Inc.	−86	5,417	$1,637,234
MCD	Mcdonalds Corp	−55	1,578	$490,426
BRK-B	Berkshire Hathaway Inc	−52	3,900	$1,868,880
GILD	Gilead Sciences, Inc.	−51	2,104	$293,234
BA	Boeing Co	−49	4,454	$886,479
HD	Home Depot, Inc.	−48	1,363	$448,277
MA	Mastercard Inc	−47	1,840	$919,374
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ONCY	Oncolytics Biotech Inc	400,000	$340,000
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DOCU	Docusign, Inc.	4,494	$307,389
UBER	Uber Technologies, Inc	3,502	$286,148
NOW	ServiceNow, Inc.	1,804	$276,354
BTCL	T-Rex 2X Long Bitcoin Daily Target ETF	8,560	$247,598
BAC	Bank Of America Corp /De/	4,220	$232,100
PEP	Pepsico Inc	1,529	$219,442
MMM	3M Co	1,367	$218,856
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $180,211,861 total · filing declares 117 positions · $355,619,503 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	135,362	-4,995	$34,353,521	−10.0%	19.06%
SPY	Spdr S&P 500 ETF Trust	Added	27,763	+2,215	$18,055,389	+3.6%	10.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	70,406	+580	$14,663,457	−9.0%	8.14%
MSFT	Microsoft Corp Technology	Reduced	38,595	-1,309	$14,286,711	−26.0%	7.93%
SNOW	Snowflake Inc. Technology	Reduced	65,076	-30	$9,814,762	−31.3%	5.45%
VIG	Vanguard Dividend Appreciation ETF	Reduced	45,369	-1,506	$9,757,057	−5.3%	5.41%
QQQ	Invesco Qqq Trust, Series 1	Added	16,215	+897	$9,358,973	−0.5%	5.19%
NVDA	Nvidia Corp Technology	Reduced	52,469	-148	$9,150,593	−6.8%	5.08%
GOOGL	Alphabet Inc. Communication Services	Added	28,900	+2,584	$8,301,389	+0.7%	4.61%
GLD	Spdr Gold Trust	Added	12,202	+1,344	$5,250,398	+22.0%	2.91%
XOM	ExxonMobil Holdings Corp Energy	Added	26,840	+15	$4,553,674	+41.1%	2.53%
META	Meta Platforms, Inc. Communication Services	Added	6,693	+6	$3,829,266	−13.2%	2.12%
AVGO	Broadcom Inc. Technology	Reduced	11,426	-107	$3,536,461	−11.4%	1.96%
TPL	Texas Pacific Land Corp Energy	Reduced	6,187	-482	$2,936,102	+53.3%	1.63%
LLY	ELI LILLY & Co Healthcare	Added	2,681	+24	$2,465,903	−13.6%	1.37%
IBM	International Business Machines Corp Technology	Reduced	8,634	-335	$2,092,795	−21.2%	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,900	-52	$1,868,880	−5.9%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,750	-289	$1,691,420	−13.1%	0.94%
V	Visa Inc. Financial Services	Reduced	5,417	-86	$1,637,234	−15.2%	0.91%
GEV	GE Vernova Inc. Industrials	Added	1,860	+87	$1,623,594	+40.1%	0.90%
NEE	Nextera Energy Inc Utilities	Added	15,276	+286	$1,418,834	+17.9%	0.79%
GE	General Electric Co Industrials	Added	4,228	+3	$1,199,779	−7.8%	0.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,210	+204	$1,193,317	−11.7%	0.66%
CVX	Chevron Corp Energy	Added	5,459	+48	$1,129,467	+37.0%	0.63%
BX	Blackstone Inc. Financial Services	Reduced	9,033	-2,529	$1,038,704	−41.7%	0.58%
MA	Mastercard Inc Financial Services	Reduced	1,840	-47	$919,374	−14.7%	0.51%
BA	Boeing Co Industrials	Reduced	4,454	-49	$886,479	−9.3%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	817	-9	$814,083	+14.3%	0.45%
NFLX	Netflix Inc Communication Services	Reduced	7,601	-2,648	$730,836	−23.9%	0.41%
ABBV	AbbVie Inc. Healthcare	Added	3,156	+25	$686,398	−4.1%	0.38%
VZ	Verizon Communications Inc Communication Services	Reduced	12,344	-2,220	$619,668	+4.5%	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,820	-13	$615,069	+10.4%	0.34%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,128	-783	$603,843	−30.8%	0.34%
JNJ	Johnson & Johnson Healthcare	Added	2,133	+78	$521,390	+22.6%	0.29%
CSCO	Cisco Systems, Inc. Technology	Added	6,649	+83	$515,895	+2.0%	0.29%
IBIT	iShares Bitcoin Trust ETF	Reduced	12,845	-976	$493,504	−28.1%	0.27%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,578	-55	$490,426	−1.7%	0.27%
VXF	Vanguard Extended Market ETF	Added	2,277	+1	$468,606	−1.5%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,363	-48	$448,277	−7.7%	0.25%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,085	+63	$423,594	−11.6%	0.24%
WMT	Walmart Inc. Consumer Defensive	Added	3,330	+5	$413,852	+11.7%	0.23%
AEP	American Electric Power Co Inc Utilities	Added	3,091	+1	$405,168	+13.7%	0.22%
DUK	Duke Energy CORP Utilities	Reduced	3,074	-421	$402,509	−1.7%	0.22%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	3,306	-3	$392,190	+2.1%	0.22%
ONCY	Oncolytics Biotech Inc Healthcare	NEW	400,000	NEW	$340,000	NEW	0.19%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	5,710	-1,342	$337,061	−37.3%	0.19%
EPD	Enterprise Products Partners L.P. Energy	Reduced	8,876	-300	$335,867	+14.2%	0.19%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	2,104	-51	$293,234	+10.9%	0.16%
RTX	RTX Corp Industrials	Added	1,469	+35	$283,370	+7.7%	0.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,961	-148	$283,246	−6.3%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.