Traction Financial Partners, LLC
CIK
2007748
Location
LITTLETON, CO
Portfolio Value
Micro
$270,184
Diversification
Highly concentrated
Filing Date
Global Rank
#6,822
/ 8,232
▲ 170
Top Industry
Semiconductors
31.4%
3Y Alpha vs SPY
+2.5%
Period ended 2 months ago
Filed May 14, 2026 · 31d
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
+60.3%
SPY
+52.9%
Annualised alpha
+2.5%
Max drawdown
−21.6%
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
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
49.3%
+2.2 pts
Top 5
97.9%
+1.8 pts
Top 10
100.0%
0.0 pts
HHI
4,370
Highly concentrated+288
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.3% | $35,288,177 |
| Technology | 3.5% | $1,323,841 |
| Consumer Cyclical | 1.4% | $522,948 |
| Consumer Defensive | 0.7% | $270,184 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$270,184 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,174 | $270,184 | 100.00% |