Landing Point Financial Group, LLC

CIK

2025964

Location

AVON, OH

Portfolio Value

Micro $45,649,431

Diversification

Diversified

Filing Date

Global Rank

#6,964 / 8,605 ▲ 59 · as of Mar 2026

Top Industry

Consumer Electronics 26.2%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.0%

SPY

+24.4%

Annualised alpha

-1.0%

Max drawdown

−20.8%

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

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.4%

−0.4 pts

Top 5

49.3%

−2.9 pts

Top 10

61.9%

−1.6 pts

HHI

876

Diversified−57

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.5%	$20,783,232	8
Industrials	10.6%	$4,853,784	9
Consumer Cyclical	8.8%	$4,029,855	5
Financial Services	8.7%	$3,980,676	8
Unclassified	6.9%	$3,147,739	4
Communication Services	5.7%	$2,622,905	4
Healthcare	4.8%	$2,213,489	6
Energy	3.1%	$1,434,644	1
Basic Materials	2.7%	$1,217,103	3
Consumer Defensive	2.4%	$1,081,169	4
Utilities	0.6%	$284,835	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	+2,207	19,785	$593,352
IAU	Ishares Gold Trust	+635	14,544	$1,282,199
AMZN	Amazon Com Inc	+387	11,617	$2,419,472
AAPL	Apple Inc.	+175	43,937	$11,150,771
KO	Coca Cola Co	+129	3,987	$303,211
QCOM	Qualcomm Inc/De	+119	6,263	$806,549
MSFT	Microsoft Corp	+92	5,078	$1,879,723
QQQ	Invesco Qqq Trust, Series 1	+91	665	$383,824
ETN	Eaton Corp plc	+66	1,107	$395,940
TSLA	Tesla, Inc.	+57	1,649	$613,015
PH	Parker-Hannifin Corp	+41	537	$480,743
GOOGL	Alphabet Inc.	+37	3,599	$1,034,928
CSX	Csx Corp	+35	19,012	$780,442
META	Meta Platforms, Inc.	+9	1,591	$910,258
JPM	Jpmorgan Chase & Co	+5	1,121	$329,753
PG	PROCTER & GAMBLE Co	+3	1,652	$238,614
MA	Mastercard Inc	+2	1,577	$787,963
V	Visa Inc.	+1	4,536	$1,370,960
WFC	Wells Fargo & Company/Mn	+1	4,131	$328,868
URI	United Rentals, Inc.	+1	845	$615,633
PPG	Ppg Industries Inc	+1	3,262	$348,642
SHW	Sherwin Williams Co	+1	1,590	$509,674
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,660	32,274	$5,628,585
XOM	Exxon Mobil Corp	−550	8,456	$1,434,644
MO	Altria Group, Inc.	−269	4,670	$308,173
FDX	Fedex Corp	−156	1,436	$511,474
LOW	Lowes Companies Inc	−79	975	$230,373
CEG	Constellation Energy Corp	−75	1,020	$284,835
AMD	Advanced Micro Devices Inc	−72	1,599	$325,284
NFLX	Netflix Inc	−70	4,850	$466,327
ORCL	Oracle Corp	−50	1,873	$275,537
UNH	Unitedhealth Group Inc	−45	1,952	$528,191
BRK-B	Berkshire Hathaway Inc	−44	497	$238,162
JNJ	Johnson & Johnson	−29	1,379	$337,082
MU	Micron Technology Inc	−27	766	$258,785
SPY	Spdr S&P 500 ETF Trust	−24	1,366	$888,364
NOC	Northrop Grumman Corp /De/	−20	1,668	$1,137,976
LLY	ELI LILLY & Co	−17	628	$577,615
NDSN	Nordson Corp	−6	1,518	$403,879
LMT	Lockheed Martin Corp	−5	473	$285,876
HD	Home Depot, Inc.	−2	1,492	$490,703
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
APLS	Apellis Pharmaceuticals, Inc.	10,755	$432,673
VZ	Verizon Communications Inc	4,211	$211,392
RGNX	REGENXBIO Inc.	19,217	$161,038
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ANNX	Annexon, Inc.	34,900	$175,198
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $45,649,431 total · as of Mar 31, 2026

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	43,937	+175	$11,150,771	−6.3%	24.43%
NVDA	Nvidia Corp Technology	Reduced	32,274	-2,660	$5,628,585	−13.6%	12.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,617	+387	$2,419,472	−6.7%	5.30%
MSFT	Microsoft Corp Technology	Added	5,078	+92	$1,879,723	−22.0%	4.12%
XOM	Exxon Mobil Corp Energy	Reduced	8,456	-550	$1,434,644	+32.4%	3.14%
V	Visa Inc. Financial Services	Added	4,536	+1	$1,370,960	−13.8%	3.00%
IAU	Ishares Gold Trust	Added	14,544	+635	$1,282,199	+13.6%	2.81%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	1,668	-20	$1,137,976	+18.2%	2.49%
GOOGL	Alphabet Inc. Communication Services	Added	3,599	+37	$1,034,928	−7.2%	2.27%
META	Meta Platforms, Inc. Communication Services	Added	1,591	+9	$910,258	−12.8%	1.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,366	-24	$888,364	−6.3%	1.95%
QCOM	Qualcomm Inc/De Technology	Added	6,263	+119	$806,549	−23.3%	1.77%
MA	Mastercard Inc Financial Services	Added	1,577	+2	$787,963	−12.4%	1.73%
CSX	Csx Corp Industrials	Added	19,012	+35	$780,442	+13.5%	1.71%
URI	United Rentals, Inc. Industrials	Added	845	+1	$615,633	−9.9%	1.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,649	+57	$613,015	−14.4%	1.34%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	19,785	+2,207	$593,352	−12.8%	1.30%
LLY	ELI LILLY & Co Healthcare	Reduced	628	-17	$577,615	−16.7%	1.27%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,952	-45	$528,191	−19.9%	1.16%
FDX	Fedex Corp Industrials	Reduced	1,436	-156	$511,474	+38.0%	1.12%
SHW	Sherwin Williams Co Basic Materials	Added	1,590	+1	$509,674	−1.0%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,492	-2	$490,703	−4.5%	1.07%
PH	Parker-Hannifin Corp Industrials	Added	537	+41	$480,743	+10.3%	1.05%
NFLX	Netflix Inc Communication Services	Reduced	4,850	-70	$466,327	+1.1%	1.02%
AMAT	Applied Materials Inc /De Technology	Held	1,340	0	$457,998	+33.0%	1.00%
APLS	Apellis Pharmaceuticals, Inc. Healthcare	NEW	10,755	NEW	$432,673	NEW	0.95%
GS	Goldman Sachs Group Inc Financial Services	Held	481	0	$406,921	−3.8%	0.89%
NDSN	Nordson Corp Industrials	Reduced	1,518	-6	$403,879	+10.2%	0.88%
ETN	Eaton Corp plc Industrials	Added	1,107	+66	$395,940	+19.4%	0.87%
QQQ	Invesco Qqq Trust, Series 1	Added	665	+91	$383,824	+8.9%	0.84%
CLF	Cleveland-Cliffs Inc. Basic Materials	Held	42,460	0	$358,787	−36.4%	0.79%
PPG	Ppg Industries Inc Basic Materials	Added	3,262	+1	$348,642	+4.3%	0.76%
JNJ	Johnson & Johnson Healthcare	Reduced	1,379	-29	$337,082	+15.7%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,121	+5	$329,753	−8.3%	0.72%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,131	+1	$328,868	−14.6%	0.72%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,599	-72	$325,284	−9.1%	0.71%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,670	-269	$308,173	+8.2%	0.68%
KO	Coca Cola Co Consumer Defensive	Added	3,987	+129	$303,211	+12.4%	0.66%
LMT	Lockheed Martin Corp Industrials	Reduced	473	-5	$285,876	+23.7%	0.63%
CEG	Constellation Energy Corp Utilities	Reduced	1,020	-75	$284,835	−26.4%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Held	889	0	$276,292	+1.7%	0.61%
ORCL	Oracle Corp Technology	Reduced	1,873	-50	$275,537	−26.5%	0.60%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,293	0	$269,060	−0.3%	0.59%
MU	Micron Technology Inc Technology	Reduced	766	-27	$258,785	+14.3%	0.57%
PGR	Progressive Corp/Oh/ Financial Services	Held	1,256	0	$248,989	−12.9%	0.55%
BA	Boeing Co Industrials	Held	1,215	0	$241,821	−8.3%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,652	+3	$238,614	+1.0%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	497	-44	$238,162	−12.4%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	232	0	$231,171	+15.5%	0.51%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	975	-79	$230,373	−9.4%	0.50%