Landing Point Financial Group, LLC

CIK

2025964

Location

AVON, OH

Portfolio Value

Micro $51,467,820

Diversification

Diversified

Filing Date

Global Rank

#6,926 / 8,517 ▲ 459

Top Industry

Consumer Electronics 24.6%

3Y Alpha vs SPY

+4.7%

Period ended 47 days ago

Filed Aug 6, 2026 · 10d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical 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

+34.6%

SPY

+27.3%

Annualised alpha

+4.4%

Max drawdown

−20.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.8%

−1.0 pts

Top 5

49.1%

−0.3 pts

Top 10

62.0%

−0.6 pts

HHI

816

Diversified−34

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	46.0%	$23,671,064	7
Industrials	9.7%	$4,966,774	9
Financial Services	8.8%	$4,524,940	8
Consumer Cyclical	8.6%	$4,447,523	5
Unclassified	7.4%	$3,793,277	4
Communication Services	7.3%	$3,747,220	3
Healthcare	4.6%	$2,369,690	5
Basic Materials	2.6%	$1,333,782	3
Consumer Defensive	2.3%	$1,208,828	4
Energy	2.2%	$1,156,104	1
Utilities	0.5%	$248,618	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+8,532	23,076	$1,742,468
PG	PROCTER & GAMBLE Co	+700	2,352	$344,897
PNC	Pnc Financial Services Group, Inc.	+498	1,791	$440,980
GOOGL	Alphabet Inc.	+114	7,185	$2,553,494
MSFT	Microsoft Corp	+84	5,162	$1,925,529
AMZN	Amazon Com Inc	+19	11,636	$2,773,324
KO	Coca Cola Co	+12	3,999	$324,998
V	Visa Inc.	+5	4,541	$1,557,971
TSLA	Tesla, Inc.	+5	1,654	$695,672
JPM	Jpmorgan Chase & Co	+4	1,125	$368,246
SHW	Sherwin Williams Co	+2	1,592	$548,157
QCOM	Qualcomm Inc/De	+2	6,265	$1,157,709
MA	Mastercard Inc	+1	1,578	$810,460
LOW	Lowes Companies Inc	+1	976	$215,198
NOC	Northrop Grumman Corp /De/	+1	1,669	$850,038
LMT	Lockheed Martin Corp	+1	474	$241,484
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−3,373	40,564	$11,737,599
RGNX	REGENXBIO Inc.	−1,000	18,217	$218,239
NVDA	Nvidia Corp	−900	31,374	$6,277,623
NFLX	Netflix Inc	−675	4,175	$298,095
CSX	Csx Corp	−580	18,432	$876,072
FDMT	4D Molecular Therapeutics, Inc.	−500	18,500	$246,050
CLF	Cleveland-Cliffs Inc.	−425	42,035	$394,708
MO	Altria Group, Inc.	−196	4,474	$321,904
AMD	Advanced Micro Devices Inc	−100	1,499	$870,784
NDSN	Nordson Corp	−96	1,422	$429,003
FDX	Fedex Corp	−85	1,351	$423,038
MU	Micron Technology Inc	−84	682	$787,225
AMAT	Applied Materials Inc /De	−75	1,265	$914,595
WFC	Wells Fargo & Company/Mn	−44	4,087	$337,749
PPG	Ppg Industries Inc	−39	3,223	$390,917
URI	United Rentals, Inc.	−36	809	$916,508
PH	Parker-Hannifin Corp	−30	507	$495,906
CEG	Constellation Energy Corp	−19	1,001	$248,618
UNH	Unitedhealth Group Inc	−14	1,938	$805,490
JNJ	Johnson & Johnson	−14	1,365	$346,669
HD	Home Depot, Inc.	−9	1,483	$523,024
QQQ	Invesco Qqq Trust, Series 1	−3	662	$487,496
META	Meta Platforms, Inc.	−1	1,590	$895,631
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
IBIT	iShares Bitcoin Trust ETF	16,318	$543,226
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	19,785	$593,352
AKRE	Akre Focus ETF	10,126	$535,159
ORCL	Oracle Corp	1,873	$275,537
VZ	Verizon Communications Inc	4,211	$211,392
APLS	Apellis Pharmaceuticals, Inc.	10,755	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $51,467,820 total · filing declares 99 positions · $294,179,601 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	40,564	-3,373	$11,737,599	+5.3%	22.81%
NVDA	Nvidia Corp Technology	Reduced	31,374	-900	$6,277,623	+11.5%	12.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,636	+19	$2,773,324	+14.6%	5.39%
GOOGL	Alphabet Inc. Communication Services	Added	7,185	+114	$2,553,494	+25.7%	4.96%
MSFT	Microsoft Corp Technology	Added	5,162	+84	$1,925,529	+2.4%	3.74%
IAU	Ishares Gold Trust	Added	23,076	+8,532	$1,742,468	+35.9%	3.39%
V	Visa Inc. Financial Services	Added	4,541	+5	$1,557,971	+13.6%	3.03%
QCOM	Qualcomm Inc/De Technology	Added	6,265	+2	$1,157,709	+43.5%	2.25%
XOM	ExxonMobil Holdings Corp Energy	Held	8,456	0	$1,156,104	−19.4%	2.25%
SPY	Spdr S&P 500 ETF Trust	Held	1,366	0	$1,020,087	+14.8%	1.98%
URI	United Rentals, Inc. Industrials	Reduced	809	-36	$916,508	+48.9%	1.78%
AMAT	Applied Materials Inc /De Technology	Reduced	1,265	-75	$914,595	+99.7%	1.78%
META	Meta Platforms, Inc. Communication Services	Reduced	1,590	-1	$895,631	−1.6%	1.74%
CSX	Csx Corp Industrials	Reduced	18,432	-580	$876,072	+12.3%	1.70%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,499	-100	$870,784	+167.7%	1.69%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,669	+1	$850,038	−25.3%	1.65%
MA	Mastercard Inc Financial Services	Added	1,578	+1	$810,460	+2.9%	1.57%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,938	-14	$805,490	+52.5%	1.57%
MU	Micron Technology Inc Technology	Reduced	682	-84	$787,225	+204.2%	1.53%
LLY	ELI LILLY & Co Healthcare	Held	628	0	$753,242	+30.4%	1.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,654	+5	$695,672	+13.5%	1.35%
SHW	Sherwin Williams Co Basic Materials	Added	1,592	+2	$548,157	+7.6%	1.07%
IBIT	iShares Bitcoin Trust ETF	NEW	16,318	NEW	$543,226	NEW	1.06%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,483	-9	$523,024	+6.6%	1.02%
PH	Parker-Hannifin Corp Industrials	Reduced	507	-30	$495,906	+3.2%	0.96%
QQQ	Invesco Qqq Trust, Series 1	Reduced	662	-3	$487,496	+27.0%	0.95%
GS	Goldman Sachs Group Inc Financial Services	Held	481	0	$486,468	+19.5%	0.95%
ETN	Eaton Corp plc Industrials	Held	1,107	0	$471,714	+19.1%	0.92%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,791	+498	$440,980	+63.9%	0.86%
NDSN	Nordson Corp Industrials	Reduced	1,422	-96	$429,003	+6.2%	0.83%
FDX	Fedex Corp Industrials	Reduced	1,351	-85	$423,038	−17.3%	0.82%
CLF	Cleveland-Cliffs Inc. Basic Materials	Reduced	42,035	-425	$394,708	+10.0%	0.77%
PPG	Ppg Industries Inc Basic Materials	Reduced	3,223	-39	$390,917	+12.1%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,125	+4	$368,246	+11.7%	0.72%
JNJ	Johnson & Johnson Healthcare	Reduced	1,365	-14	$346,669	+2.8%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,352	+700	$344,897	+44.5%	0.67%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,087	-44	$337,749	+2.7%	0.66%
KO	Coca Cola Co Consumer Defensive	Added	3,999	+12	$324,998	+7.2%	0.63%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,474	-196	$321,904	+4.5%	0.63%
NFLX	Netflix Inc Communication Services	Reduced	4,175	-675	$298,095	−36.1%	0.58%
PGR	Progressive Corp/Oh/ Financial Services	Held	1,256	0	$274,373	+10.2%	0.53%
BA	Boeing Co Industrials	Held	1,215	0	$263,011	+8.8%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	497	0	$248,693	+4.4%	0.48%
CEG	Constellation Energy Corp Utilities	Reduced	1,001	-19	$248,618	−12.7%	0.48%
FDMT	4D Molecular Therapeutics, Inc. Healthcare	Reduced	18,500	-500	$246,050	+39.1%	0.48%
LMT	Lockheed Martin Corp Industrials	Added	474	+1	$241,484	−15.5%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Held	889	0	$240,305	−13.0%	0.47%
RGNX	REGENXBIO Inc. Healthcare	Reduced	18,217	-1,000	$218,239	+35.5%	0.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	232	0	$217,029	−6.1%	0.42%
LOW	Lowes Companies Inc Consumer Cyclical	Added	976	+1	$215,198	−6.6%	0.42%

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.