Tribridge Partners Financial LLC
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical 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.
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 5 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.1% | $6,540,897 |
| Industrials | 13.3% | $1,930,420 |
| Healthcare | 11.1% | $1,609,482 |
| Financial Services | 10.7% | $1,546,634 |
| Consumer Cyclical | 10.2% | $1,474,176 |
| Communication Services | 3.7% | $538,913 |
| Consumer Defensive | 2.0% | $293,796 |
| Basic Materials | 2.0% | $293,201 |
| Unclassified | 1.9% | $275,413 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| V | Visa Inc. | +270 | 1,542 | $529,044 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,122 | 1,508 | $538,913 | |
| CSCO | Cisco Systems, Inc. | −460 | 2,869 | $336,992 | |
| MSFT | Microsoft Corp | −150 | 7,313 | $2,727,895 | |
| AMZN | Amazon Com Inc | −121 | 3,454 | $823,226 | |
| AAPL | Apple Inc. | −115 | 6,847 | $1,981,247 | |
| JNJ | Johnson & Johnson | −104 | 1,922 | $488,130 | |
| JPM | Jpmorgan Chase & Co | −73 | 1,618 | $529,619 | |
| ABBV | AbbVie Inc. | −61 | 1,233 | $310,272 | |
| LIN | Linde PLC | −41 | 565 | $293,201 | |
| NVDA | Nvidia Corp | −39 | 2,077 | $415,586 | |
| REGN | Regeneron Pharmaceuticals, Inc. | −13 | 330 | $205,768 | |
| SPGI | S&P Global Inc. | −11 | 468 | $190,597 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGGR | Capital Group Growth ETF | 655,495 | $26,344,344 | |
| CGCV | Capital Group Conservative Equity ETF | 793,969 | $23,668,215 | |
| VB | Vanguard Morningstar Small-Cap ETF | 62,145 | $16,277,018 | |
| VXUS | Vanguard Total International Stock ETF | 190,612 | $14,698,091 | |
| BNDX | Vanguard Total International Bond ETF | 203,571 | $9,781,586 | |
| CGDV | Capital Group Dividend Value ETF | 90,607 | $3,854,421 | |
| XOM | ExxonMobil Holdings Corp | 5,590 | $948,399 | |
| CGUS | Capital Group Core Equity ETF | 13,786 | $529,658 | |
| VEA | Vanguard FTSE Developed Markets ETF | 5,608 | $359,360 | |
| CGIC | Capital Group International Core Equity ETF | 7,668 | $253,887 | |
| CVX | Chevron Corp | 1,050 | $217,245 | |
| WCN | Waste Connections, Inc. | 1,250 | $203,050 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,313 | $2,727,895 | 18.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,847 | $1,981,247 | 13.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,454 | $823,226 | 5.68% | |
| INTU |
Intuit Inc.
Technology
|
Held | 2,749 | $717,489 | 4.95% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 6,370 | $650,950 | 4.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,508 | $538,913 | 3.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,618 | $529,619 | 3.65% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,542 | $529,044 | 3.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,922 | $488,130 | 3.37% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,077 | $415,586 | 2.87% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 829 | $407,171 | 2.81% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 1,416 | $361,688 | 2.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 2,869 | $336,992 | 2.32% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,233 | $310,272 | 2.14% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 766 | $304,622 | 2.10% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 286 | $304,561 | 2.10% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 2,340 | $300,690 | 2.07% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 579 | $297,374 | 2.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,594 | $293,796 | 2.03% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 565 | $293,201 | 2.02% | |
| FAST |
Fastenal Co
Industrials
|
Held | 6,060 | $291,061 | 2.01% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,459 | $276,816 | 1.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 374 | $275,413 | 1.90% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 911 | $247,792 | 1.71% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 516 | $219,877 | 1.52% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 330 | $205,768 | 1.42% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 468 | $190,597 | 1.31% | |
| GD |
General Dynamics Corp
Industrials
|
NEW | 517 | $183,142 | 1.26% |
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.