Tyche Wealth Partners LLC

CIK

2004818

Location

PLANO, TX

Portfolio Value

Micro $69,447,416

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	18.7%	$83,606,665	31
Consumer Defensive	15.5%	$69,447,416	14
Unclassified	14.3%	$63,970,346	7
Financial Services	12.2%	$54,537,085	62
Energy	10.5%	$46,786,803	23
Consumer Cyclical	7.7%	$34,229,585	10
Industrials	7.4%	$33,119,366	37
Healthcare	5.2%	$23,099,006	19
Communication Services	3.7%	$16,535,759	11
Utilities	3.0%	$13,489,153	13
Basic Materials	1.3%	$5,650,271	9
Real Estate	0.5%	$2,431,992	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $69,447,416 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEP	Pepsico Inc Consumer Defensive	Reduced	196,102	-687	$30,452,679	+7.8%	43.85%
WMT	Walmart Inc. Consumer Defensive	Added	93,262	+640	$11,590,601	+12.3%	16.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,382	-45	$6,359,216	+14.7%	9.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	41,461	+200	$5,988,626	+1.3%	8.62%
MO	Altria Group, Inc. Consumer Defensive	Added	86,561	+3,358	$5,712,160	+19.1%	8.23%
KO	Coca Cola Co Consumer Defensive	Reduced	46,277	-140	$3,519,365	+8.5%	5.07%
PM	Philip Morris International Inc. Consumer Defensive	Added	16,981	+164	$2,807,638	+4.1%	4.04%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	12,563	+1,033	$724,131	+16.7%	1.04%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Added	6,461	+252	$635,891	+13.8%	0.92%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	5,619	-184	$478,907	+4.4%	0.69%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	3,524	-19	$339,960	−4.9%	0.49%
MKC	Mccormick & Co Inc Consumer Defensive	Added	6,307	+917	$318,125	−13.3%	0.46%
KR	Kroger Co Consumer Defensive	Added	3,650	+1	$264,114	+15.8%	0.38%
SYY	Sysco Corp Consumer Defensive	Held	3,589	0	$256,003	−3.2%	0.37%