Tyche Wealth Partners LLC
Filing Date
Global Rank
#2,797
/ 8,622
▲ 57
· as of Mar 2026
Top Industry
Oil & Gas Integrated
9.4%
3Y Alpha vs SPY
-3.2%
Period ended 4 months ago
Filed May 6, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical 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
+45.4%
SPY
+52.7%
Annualised alpha
-2.3%
Max drawdown
−15.3%
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. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.
Portfolio Concentration
242 tracked 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 | Aberdeen Municipal Income Fund | −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 | ExxonMobil Holdings 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 | |
| ECHO | 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 | $2,944,434 | |
| 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 | QXO Insulation, LLC | 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 tracked positions ·
$446,903,447 total
· filing declares
347 positions · $648,467,784
· 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 |
ExxonMobil Holdings 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% |
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.