Tribridge Partners Financial LLC
Filing Date
Global Rank
#7,553
/ 8,232
▲ 211
Top Industry
Software - Infrastructure
18.8%
3Y Alpha vs SPY
-21.3%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.4%
SPY
+16.0%
Annualised alpha
-21.2%
Max drawdown
−13.3%
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
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.6%
−4.6 pts
Top 5
49.8%
−7.6 pts
Top 10
65.8%
−7.1 pts
HHI
731
Diversified−248
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.9% | $6,537,935 |
| Healthcare | 11.3% | $1,676,278 |
| Industrials | 10.3% | $1,534,797 |
| Financial Services | 9.2% | $1,374,913 |
| Consumer Cyclical | 8.8% | $1,315,253 |
| Energy | 7.8% | $1,165,644 |
| Communication Services | 2.9% | $433,640 |
| Consumer Defensive | 2.2% | $322,382 |
| Basic Materials | 2.0% | $300,430 |
| Unclassified | 1.5% | $215,865 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | +500 | 1,691 | $497,424 | |
| NVDA | Nvidia Corp | +495 | 2,116 | $369,030 | |
| AAPL | Apple Inc. | +367 | 6,962 | $1,766,885 | |
| MSFT | Microsoft Corp | +271 | 7,463 | $2,762,578 | |
| JNJ | Johnson & Johnson | +238 | 2,026 | $495,235 | |
| ABBV | AbbVie Inc. | +118 | 1,294 | $281,432 | |
| WCN | Waste Connections, Inc. | +45 | 1,250 | $203,050 | |
| MA | Mastercard Inc | +21 | 579 | $289,303 | |
| ISRG | Intuitive Surgical Inc | +20 | 766 | $353,118 | |
| SPGI | S&P Global Inc. | +16 | 479 | $203,737 | |
| CSCO | Cisco Systems, Inc. | +10 | 3,329 | $258,297 | |
| INTU | Intuit Inc. | +1 | 2,749 | $1,188,612 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SBUX | Starbucks Corp | −572 | 6,370 | $570,688 | |
| AMZN | Amazon Com Inc | −106 | 3,575 | $744,565 | |
| XOM | Exxon Mobil Corp | −40 | 5,590 | $948,399 | |
| V | Visa Inc. | −39 | 1,272 | $384,449 | |
| TT | Trane Technologies plc | −4 | 829 | $345,477 | |
| GOOGL | Alphabet Inc. | −3 | 1,508 | $433,640 | |
| WMT | Walmart Inc. | −1 | 2,594 | $322,382 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
29 positions ·
$14,877,137 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 7,463 | $2,762,578 | 18.57% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,962 | $1,766,885 | 11.88% | |
| INTU |
Intuit Inc.
Technology
|
Added | 2,749 | $1,188,612 | 7.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 5,590 | $948,399 | 6.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,575 | $744,565 | 5.00% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 6,370 | $570,688 | 3.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,691 | $497,424 | 3.34% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,026 | $495,235 | 3.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,508 | $433,640 | 2.91% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,272 | $384,449 | 2.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,116 | $369,030 | 2.48% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 766 | $353,118 | 2.37% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 829 | $345,477 | 2.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,594 | $322,382 | 2.17% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 606 | $300,430 | 2.02% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 579 | $289,303 | 1.94% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 2,340 | $281,478 | 1.89% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,459 | $281,441 | 1.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,294 | $281,432 | 1.89% | |
| FAST |
Fastenal Co
Industrials
|
Held | 6,060 | $281,184 | 1.89% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 343 | $265,015 | 1.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,329 | $258,297 | 1.74% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 911 | $221,026 | 1.49% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,050 | $217,245 | 1.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 374 | $215,865 | 1.45% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 479 | $203,737 | 1.37% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 1,250 | $203,050 | 1.36% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 286 | $202,619 | 1.36% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,416 | $192,533 | 1.29% |