Tribridge Partners Financial LLC

CIK

2083677

Location

COLUMBIA, MD

Portfolio Value

Micro $13,917,752

Diversification

Diversified

Filing Date

Global Rank

#7,947 / 8,603 ▲ 66 · as of Mar 2026

Top Industry

Software - Infrastructure 20.2%

3Y Alpha vs SPY

-17.8%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

4 quarters · since Jun 2025

Clone Performance

Aug 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

-0.8%

SPY

+16.6%

Annualised alpha

-19.4%

Max drawdown

−15.9%

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

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

Top Position

19.8%

−4.5 pts

Top 5

50.5%

−9.1 pts

Top 10

66.2%

−8.1 pts

HHI

789

Diversified−264

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.0%	$6,537,935	6
Healthcare	12.0%	$1,676,278	5
Industrials	11.0%	$1,534,797	6
Financial Services	9.8%	$1,363,927	4
Consumer Cyclical	9.5%	$1,315,253	2
Communication Services	3.1%	$433,640	1
Consumer Defensive	2.3%	$322,382	1
Basic Materials	2.2%	$300,430	1
Energy	1.6%	$217,245	1
Unclassified	1.6%	$215,865	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
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	$192,751
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

6 positions

Ticker	Company	Δ Shares	Shares	Value
SBUX	Starbucks Corp	−572	6,370	$570,688
AMZN	Amazon Com Inc	−106	3,575	$744,565
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.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	2,340	$281,478
CVX	Chevron Corp	1,050	$217,245
CAT	Caterpillar Inc	286	$202,619
GLW	Corning Inc /Ny	1,416	$192,533
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $13,917,752 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	7,463	+271	$2,762,578	−20.6%	19.85%
AAPL	Apple Inc. Technology	Added	6,962	+367	$1,766,885	−1.5%	12.70%
INTU	Intuit Inc. Technology	Added	2,749	+1	$1,188,612	−34.7%	8.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,575	-106	$744,565	−12.4%	5.35%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,370	-572	$570,688	−2.4%	4.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,691	+500	$497,424	+29.6%	3.57%
JNJ	Johnson & Johnson Healthcare	Added	2,026	+238	$495,235	+33.8%	3.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,508	-3	$433,640	−8.3%	3.12%
V	Visa Inc. Financial Services	Reduced	1,272	-39	$384,449	−16.4%	2.76%
NVDA	Nvidia Corp Technology	Added	2,116	+495	$369,030	+22.1%	2.65%
ISRG	Intuitive Surgical Inc Healthcare	Added	766	+20	$353,118	−16.4%	2.54%
TT	Trane Technologies plc Industrials	Reduced	829	-4	$345,477	+6.6%	2.48%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,594	-1	$322,382	+11.5%	2.32%
LIN	Linde PLC Basic Materials	Held	606	0	$300,430	+16.3%	2.16%
MA	Mastercard Inc Financial Services	Added	579	+21	$289,303	−9.2%	2.08%
MRK	Merck & Co., Inc. Healthcare	NEW	2,340	NEW	$281,478	NEW	2.02%
RTX	RTX Corp Industrials	Held	1,459	0	$281,441	+5.2%	2.02%
ABBV	AbbVie Inc. Healthcare	Added	1,294	+118	$281,432	+4.7%	2.02%
FAST	Fastenal Co Industrials	Held	6,060	0	$281,184	+15.6%	2.02%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	343	0	$265,015	+0.1%	1.90%
CSCO	Cisco Systems, Inc. Technology	Added	3,329	+10	$258,297	+1.0%	1.86%
UNP	Union Pacific Corp Industrials	Held	911	0	$221,026	+4.9%	1.59%
CVX	Chevron Corp Energy	NEW	1,050	NEW	$217,245	NEW	1.56%
QQQ	Invesco Qqq Trust, Series 1	Held	374	0	$215,865	−6.0%	1.55%
WCN	Waste Connections, Inc. Industrials	Added	1,250	+45	$203,050	−3.9%	1.46%
CAT	Caterpillar Inc Industrials	NEW	286	NEW	$202,619	NEW	1.46%
SPGI	S&P Global Inc. Financial Services	Added	479	+16	$192,751	−15.8%	1.38%
GLW	Corning Inc /Ny Technology	NEW	1,416	NEW	$192,533	NEW	1.38%