Tumwater Wealth Management, LLC
Filing Date
Global Rank
#8,113
/ 8,603
▲ 66
· as of Mar 2026
Top Industry
Oil & Gas Integrated
29.1%
3Y Alpha vs SPY
+4.0%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.6%
SPY
+24.4%
Annualised alpha
+4.1%
Max drawdown
−17.7%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.1%
+7.6 pts
Top 5
65.7%
+8.5 pts
Top 10
85.5%
+7.1 pts
HHI
1,305
Diversified+352
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.1% | $3,136,878 |
| Energy | 29.1% | $2,933,221 |
| Industrials | 9.9% | $1,002,470 |
| Consumer Defensive | 9.0% | $905,864 |
| Utilities | 7.1% | $712,133 |
| Financial Services | 5.9% | $599,737 |
| Basic Materials | 3.0% | $298,896 |
| Communication Services | 2.9% | $289,497 |
| Consumer Cyclical | 2.1% | $211,602 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −702 | 14,177 | $2,933,221 | |
| AAPL | Apple Inc. | −52 | 4,340 | $1,101,448 | |
| MSFT | Microsoft Corp | −36 | 2,389 | $884,336 | |
| ORCL | Oracle Corp | −20 | 2,057 | $302,605 | |
| COST | Costco Wholesale Corp /New | −13 | 505 | $503,197 | |
| IDA | Idacorp Inc | −7 | 4,981 | $712,133 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STX | Seagate Technology Holdings plc | 600 | $235,056 | |
| No positions match the current search. | ||||
16 positions ·
$10,090,298 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
Reduced | 14,177 | $2,933,221 | 29.07% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,340 | $1,101,448 | 10.92% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,415 | $1,002,470 | 9.93% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,389 | $884,336 | 8.76% | |
| IDA |
Idacorp Inc
Utilities
|
Reduced | 4,981 | $712,133 | 7.06% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 505 | $503,197 | 4.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,240 | $402,667 | 3.99% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 1,393 | $393,341 | 3.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,327 | $390,350 | 3.87% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,057 | $302,605 | 3.00% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 5,085 | $298,896 | 2.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 506 | $289,497 | 2.87% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 600 | $235,056 | 2.33% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,262 | $220,092 | 2.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,016 | $211,602 | 2.10% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 2,228 | $209,387 | 2.08% |