Sandbox Financial Partners, LLC

CIK

1844892

Location

BETHESDA, MD

Portfolio Value

Small $161,387,943

Diversification

Diversified

Filing Date

Global Rank

#4,627 / 8,605 ▼ 96 · as of Mar 2026

Top Industry

Consumer Electronics 26.9%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.9%

SPY

+76.5%

Annualised alpha

-1.5%

Max drawdown

−22.7%

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

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

Top Position

21.3%

+0.0 pts

Top 5

56.5%

−2.2 pts

Top 10

76.4%

−0.6 pts

HHI

888

Diversified−15

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.8%	$75,519,140	12
Unclassified	20.9%	$33,730,845	6
Consumer Cyclical	10.4%	$16,862,391	5
Communication Services	6.0%	$9,754,274	4
Financial Services	5.0%	$8,026,574	8
Industrials	2.8%	$4,494,349	6
Energy	2.7%	$4,401,436	3
Healthcare	2.7%	$4,349,455	7
Utilities	1.5%	$2,442,200	4
Consumer Defensive	0.9%	$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

20 positions

Ticker	Company	Δ Shares	Shares	Value
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	$105,898
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
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
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
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
ANET	Arista Networks, Inc.	−37	1,961	$240,771
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

6 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
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

60 positions · $161,387,943 total · 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 60 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%	21.29%
SPY	Spdr S&P 500 ETF Trust	Added	27,763	+2,215	$18,055,389	+3.6%	11.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	70,406	+580	$14,663,457	−9.0%	9.09%
MSFT	Microsoft Corp Technology	Reduced	38,595	-1,309	$14,286,711	−26.0%	8.85%
SNOW	Snowflake Inc. Technology	Reduced	65,076	-30	$9,814,762	−31.3%	6.08%
QQQ	Invesco Qqq Trust, Series 1	Added	16,215	+897	$9,358,973	−0.5%	5.80%
NVDA	Nvidia Corp Technology	Reduced	52,469	-148	$9,150,593	−6.8%	5.67%
GLD	Spdr Gold Trust	Added	12,202	+1,344	$5,250,398	+22.0%	3.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,908	-17	$4,574,504	−8.2%	2.83%
META	Meta Platforms, Inc. Communication Services	Added	6,693	+6	$3,829,266	−13.2%	2.37%
AVGO	Broadcom Inc. Technology	Reduced	11,426	-107	$3,536,461	−11.4%	2.19%
TPL	Texas Pacific Land Corp Energy	Reduced	6,187	-482	$2,936,102	+53.3%	1.82%
LLY	ELI LILLY & Co Healthcare	Added	2,681	+24	$2,465,903	−13.6%	1.53%
IBM	International Business Machines Corp Technology	Reduced	8,634	-335	$2,092,795	−21.2%	1.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,900	-52	$1,868,880	−5.9%	1.16%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,750	-289	$1,691,420	−13.1%	1.05%
V	Visa Inc. Financial Services	Reduced	5,417	-86	$1,637,234	−15.2%	1.01%
GEV	GE Vernova Inc. Industrials	Added	1,860	+87	$1,623,594	+40.1%	1.01%
NEE	Nextera Energy Inc Utilities	Added	15,276	+286	$1,418,834	+17.9%	0.88%
GE	General Electric Co Industrials	Added	4,228	+3	$1,199,779	−7.8%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,210	+204	$1,193,317	−11.7%	0.74%
CVX	Chevron Corp Energy	Added	5,459	+48	$1,129,467	+37.0%	0.70%
BX	Blackstone Inc. Financial Services	Reduced	9,033	-2,529	$1,038,704	−41.7%	0.64%
MA	Mastercard Inc Financial Services	Reduced	1,840	-47	$919,374	−14.7%	0.57%
BA	Boeing Co Industrials	Reduced	4,454	-49	$886,479	−9.3%	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	817	-9	$814,083	+14.3%	0.50%
NFLX	Netflix Inc Communication Services	Reduced	7,601	-2,648	$730,836	−23.9%	0.45%
ABBV	AbbVie Inc. Healthcare	Added	3,156	+25	$686,398	−4.1%	0.43%
VZ	Verizon Communications Inc Communication Services	Reduced	12,344	-2,220	$619,668	+4.5%	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,820	-13	$615,069	+10.4%	0.38%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,128	-783	$603,843	−30.8%	0.37%
JNJ	Johnson & Johnson Healthcare	Added	2,133	+78	$521,390	+22.6%	0.32%
CSCO	Cisco Systems, Inc. Technology	Added	6,649	+83	$515,895	+2.0%	0.32%
IBIT	iShares Bitcoin Trust ETF	Reduced	12,845	-976	$493,504	−28.1%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,578	-55	$490,426	−1.7%	0.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,363	-48	$448,277	−7.7%	0.28%
WMT	Walmart Inc. Consumer Defensive	Added	3,330	+5	$413,852	+11.7%	0.26%
AEP	American Electric Power Co Inc Utilities	Added	3,091	+1	$405,168	+13.7%	0.25%
DUK	Duke Energy CORP Utilities	Reduced	3,074	-421	$402,509	−1.7%	0.25%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	3,306	-3	$392,190	+2.1%	0.24%
ONCY	Oncolytics Biotech Inc Healthcare	NEW	400,000	NEW	$340,000	NEW	0.21%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	5,710	-1,342	$337,061	−37.3%	0.21%
EPD	Enterprise Products Partners L.P. Energy	Reduced	8,876	-300	$335,867	+14.2%	0.21%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	2,104	-51	$293,234	+10.9%	0.18%
RTX	RTX Corp Industrials	Added	1,469	+35	$283,370	+7.7%	0.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,961	-148	$283,246	−6.3%	0.18%
CSW	Csw Industrials, Inc. Industrials	Held	1,000	0	$260,580	−11.2%	0.16%
MPB	Mid Penn Bancorp Inc Financial Services	Added	7,645	+61	$245,863	+4.5%	0.15%
ANET	Arista Networks, Inc. Technology	Reduced	1,961	-37	$240,771	−8.0%	0.15%
LMT	Lockheed Martin Corp Industrials	Reduced	398	-110	$240,547	−2.1%	0.15%