Tribridge Partners Financial LLC

CIK

2083677

Location

COLUMBIA, MD

Portfolio Value

Micro $300,430

Diversification

Diversified

Filing Date

Global Rank

#7,905 / 8,586 ▲ 89

Top Industry

Software - Infrastructure 18.8%

3Y Alpha vs SPY

-23.1%

Period ended 3 months ago

Filed Apr 15, 2026 · 2mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 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

+18.2%

Annualised alpha

-23.1%

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, 2025

Top 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	Positions
Technology	43.9%	$6,537,935	6
Healthcare	11.3%	$1,676,278	5
Industrials	10.3%	$1,534,797	6
Financial Services	9.2%	$1,374,913	4
Consumer Cyclical	8.8%	$1,315,253	2
Energy	7.8%	$1,165,644	2
Communication Services	2.9%	$433,640	1
Consumer Defensive	2.2%	$322,382	1
Basic Materials	2.0%	$300,430	1
Unclassified	1.5%	$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	$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
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.

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

1 positions · $300,430 total · Basic Materials only · 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	History
LIN	Linde PLC Basic Materials	Held	606	0	$300,430	+16.3%	100.00%