Twin Cities Retirement Group LLC
PensionCIK
2109366
Location
PLYMOUTH, MN
Portfolio Value
Micro
$1,550,849
Diversification
Highly concentrated
Filing Date
Global Rank
#8,129
/ 8,232
▲ 198
Top Industry
Conglomerates
100.0%
3Y Alpha vs SPY
-25.5%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.7%
SPY
+9.1%
Annualised alpha
-25.5%
Max drawdown
−11.7%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
54.2%
+0.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,035
Highly concentrated+11
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.2% | $840,239 |
| Industrials | 45.8% | $710,610 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MMM | 3M Co | +11 | 4,893 | $710,610 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −25 | 1,292 | $840,239 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,550,849 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,292 | $840,239 | 54.18% | |
| MMM |
3M Co
Industrials
|
Added | 4,893 | $710,610 | 45.82% |