Tyche Wealth Partners LLC
Filing Date
Global Rank
#2,493
/ 8,232
▲ 150
Top Industry
Oil & Gas Integrated
9.4%
3Y Alpha vs SPY
-3.8%
Period ended 2 months ago
Filed May 6, 2026 · 39d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+41.7%
SPY
+52.9%
Annualised alpha
-3.8%
Max drawdown
−15.3%
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
242 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
−0.2 pts
Top 5
33.6%
+0.8 pts
Top 10
47.1%
+0.3 pts
HHI
319
Diversified+4
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.7% | $83,606,665 |
| Consumer Defensive | 15.5% | $69,447,416 |
| Unclassified | 14.3% | $63,970,346 |
| Financial Services | 12.2% | $54,537,085 |
| Energy | 10.5% | $46,786,803 |
| Consumer Cyclical | 7.7% | $34,229,585 |
| Industrials | 7.4% | $33,119,366 |
| Healthcare | 5.2% | $23,099,006 |
| Communication Services | 3.7% | $16,535,759 |
| Utilities | 3.0% | $13,489,153 |
| Basic Materials | 1.3% | $5,650,271 |
| Real Estate | 0.5% | $2,431,992 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MUA | Blackrock Muniassets Fund, Inc. | +34,559 | 51,333 | $544,643 | |
| CHRS | Coherus Oncology, Inc. | +20,000 | 240,868 | $407,066 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | +19,779 | 64,783 | $1,041,062 | |
| LAES | SEALSQ Corp | +13,250 | 44,600 | $116,852 | |
| GSBD | Goldman Sachs BDC, Inc. | +13,138 | 27,300 | $242,424 | |
| MFIC | MidCap Financial Investment Corp | +12,000 | 23,500 | $264,140 | |
| QQQ | Invesco Qqq Trust, Series 1 | +6,059 | 25,923 | $14,962,237 | |
| NXP | Nuveen Select Tax Free Income Portfolio | +3,798 | 13,994 | $200,813 | |
| MO | Altria Group, Inc. | +3,358 | 86,561 | $5,712,160 | |
| VZ | Verizon Communications Inc | +3,232 | 30,315 | $1,521,813 | |
| T | At&T Inc. | +2,881 | 55,634 | $1,612,829 | |
| NVDA | Nvidia Corp | +2,489 | 84,616 | $14,757,030 | |
| SPY | Spdr S&P 500 ETF Trust | +2,486 | 67,261 | $43,742,518 | |
| ECL | Ecolab Inc. | +1,841 | 4,375 | $1,163,837 | |
| VRSK | Verisk Analytics, Inc. | +1,268 | 2,711 | $514,412 | |
| TRI | Thomson Reuters Corp /Can/ | +1,247 | 4,071 | $366,308 | |
| ET | Energy Transfer LP | +1,224 | 23,645 | $456,348 | |
| CII | BlackRock Enhanced Large Cap Core Fund, Inc. | +1,067 | 22,494 | $472,823 | |
| MDLZ | Mondelez International, Inc. | +1,033 | 12,563 | $724,131 | |
| TSLA | Tesla, Inc. | +970 | 23,610 | $8,777,017 | |
| GS | Goldman Sachs Group Inc | +965 | 4,776 | $4,040,448 | |
| AEE | Ameren Corp | +965 | 3,735 | $410,551 | |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | +933 | 162,878 | $1,829,119 | |
| MKC | Mccormick & Co Inc | +917 | 6,307 | $318,125 | |
| EOG | Eog Resources Inc | +888 | 3,561 | $514,813 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NAD | Nuveen Quality Municipal Income Fund | −88,943 | 152,794 | $1,757,131 | |
| IAU | Ishares Gold Trust | −33,586 | 2,799 | $246,759 | |
| CIFR | Cipher Digital Inc. | −15,000 | 100,000 | $1,287,000 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −9,000 | 14,963 | $310,482 | |
| C | Citigroup Inc | −4,836 | 4,011 | $454,887 | |
| MRK | Merck & Co., Inc. | −3,142 | 11,441 | $1,376,237 | |
| FAST | Fastenal Co | −2,806 | 8,525 | $395,560 | |
| MFM | Mfs Municipal Income Trust | −2,742 | 77,263 | $416,447 | |
| PANW | Palo Alto Networks Inc | −2,364 | 5,867 | $940,597 | |
| IBM | International Business Machines Corp | −2,035 | 2,862 | $693,720 | |
| AMGN | Amgen Inc | −1,899 | 1,515 | $533,052 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | −1,813 | 122,352 | $1,508,600 | |
| PFE | Pfizer Inc | −1,615 | 19,479 | $546,970 | |
| FFIN | First Financial Bankshares Inc | −1,000 | 13,710 | $403,759 | |
| XOM | Exxon Mobil Corp | −867 | 163,944 | $27,814,739 | |
| ABT | Abbott Laboratories | −863 | 14,914 | $1,531,220 | |
| MSFT | Microsoft Corp | −805 | 34,417 | $12,740,140 | |
| ITW | Illinois Tool Works Inc | −772 | 8,533 | $2,221,054 | |
| FCX | Freeport-Mcmoran Inc | −701 | 9,129 | $536,602 | |
| PEP | Pepsico Inc | −687 | 196,102 | $30,452,679 | |
| CSCO | Cisco Systems, Inc. | −581 | 12,901 | $1,000,988 | |
| FANG | Diamondback Energy, Inc. | −482 | 5,554 | $1,098,525 | |
| AFL | Aflac Inc | −454 | 9,046 | $992,436 | |
| AVGO | Broadcom Inc. | −431 | 6,330 | $1,959,198 | |
| XEL | Xcel Energy Inc | −368 | 3,886 | $308,703 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 3,798 | $772,627 | |
| LHX | L3harris Technologies, Inc. /De/ | 1,820 | $628,173 | |
| WDAY | Workday, Inc. | 4,342 | $564,112 | |
| MHD | Blackrock Muniholdings Fund, Inc. | 49,620 | $559,713 | |
| SATS | EchoStar CORP | 2,695 | $315,503 | |
| OXY | Occidental Petroleum Corp /De/ | 4,348 | $282,620 | |
| TRGP | Targa Resources Corp. | 1,078 | $270,286 | |
| SUN | Sunoco LP | 3,705 | $240,713 | |
| INTC | Intel Corp | 5,435 | $239,846 | |
| MPC | Marathon Petroleum Corp | 942 | $230,017 | |
| PLTR | Palantir Technologies Inc. | 1,515 | $221,614 | |
| HAL | Halliburton Co | 5,590 | $217,954 | |
| LBRT | Liberty Energy Inc. | 7,500 | $216,000 | |
| FSK | FS KKR Capital Corp | 20,287 | $206,521 | |
| LIEN | Chicago Atlantic BDC, Inc. | 14,500 | $135,430 | |
| SLND | Southland Holdings, Inc. | 90,598 | $117,777 | |
| SLI | Standard Lithium Ltd. | 21,658 | $73,853 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCCO | Southern Copper Corp/ | 20,523 | $2,921,065 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 14,163 | $384,525 | |
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 23,400 | $343,980 | |
| NVO | Novo Nordisk A S | 4,460 | $226,924 | |
| BLD | TopBuild Corp | 532 | $221,945 | |
| GIS | General Mills Inc | 4,539 | $211,063 | |
| SLS | SELLAS Life Sciences Group, Inc. | 37,500 | $141,375 | |
| RCAT | Red Cat Holdings, Inc. | 14,900 | $118,157 | |
| No positions match the current search. | ||||
242 positions ·
$446,903,447 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 242 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 67,261 | $43,742,518 | 9.79% | |
| AAPL |
Apple Inc.
Technology
|
Added | 131,533 | $33,381,760 | 7.47% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 196,102 | $30,452,679 | 6.81% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 163,944 | $27,814,739 | 6.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 25,923 | $14,962,237 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 84,616 | $14,757,030 | 3.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 34,417 | $12,740,140 | 2.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 58,512 | $12,186,294 | 2.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 93,262 | $11,590,601 | 2.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 23,610 | $8,777,017 | 1.96% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 25,236 | $7,627,328 | 1.71% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 35,720 | $7,390,468 | 1.65% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 6,382 | $6,359,216 | 1.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 41,461 | $5,988,626 | 1.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 20,134 | $5,922,617 | 1.33% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 86,561 | $5,712,160 | 1.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 19,111 | $5,495,559 | 1.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 22,404 | $5,476,433 | 1.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 16,431 | $5,403,991 | 1.21% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 27,560 | $5,350,498 | 1.20% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 7,363 | $5,216,390 | 1.17% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 47,970 | $4,455,453 | 1.00% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 19,130 | $4,160,583 | 0.93% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 8,098 | $4,046,246 | 0.91% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,776 | $4,040,448 | 0.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 11,632 | $3,615,109 | 0.81% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 46,277 | $3,519,365 | 0.79% | |
| RTX |
RTX Corp
Industrials
|
Added | 17,599 | $3,394,847 | 0.76% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 31,772 | $3,054,877 | 0.68% | |
| NDMO |
Nuveen Dynamic Municipal Opportunities Fund
Financial Services
|
Added | 293,493 | $3,020,042 | 0.68% | |
| GLD |
Spdr Gold Trust
|
Reduced | 6,866 | $2,954,371 | 0.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,089 | $2,841,169 | 0.64% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 16,981 | $2,807,638 | 0.63% | |
| SO |
Southern Co
Utilities
|
Added | 27,784 | $2,681,711 | 0.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,540 | $2,654,768 | 0.59% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 8,533 | $2,221,054 | 0.50% | |
| AME |
Ametek Inc/
Industrials
|
Added | 10,040 | $2,152,174 | 0.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,330 | $1,959,198 | 0.44% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,145 | $1,900,806 | 0.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,283 | $1,878,302 | 0.42% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 7,552 | $1,832,266 | 0.41% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
Added | 162,878 | $1,829,119 | 0.41% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
Reduced | 152,794 | $1,757,131 | 0.39% | |
| ATO |
Atmos Energy Corp
Utilities
|
Reduced | 9,359 | $1,728,794 | 0.39% | |
| T |
At&T Inc.
Communication Services
|
Added | 55,634 | $1,612,829 | 0.36% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 41,093 | $1,554,959 | 0.35% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 14,914 | $1,531,220 | 0.34% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 30,315 | $1,521,813 | 0.34% | |
| NVG |
Nuveen AMT-Free Municipal Credit Income Fund
Financial Services
|
Reduced | 122,352 | $1,508,600 | 0.34% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,410 | $1,463,891 | 0.33% |